Moisand Fitzgerald Tamayo, LLC: 13F holdings
CIK 16491072026Q2
| Positions | 535 |
|---|
| Reported value | $1.0bn |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 535 (+20 vs prior quarter) |
|---|
| Reported value | $1.0bn (+10.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFAI DIMENSIONAL ETF TRUST | 3,693,307 | $152.3m | 14.9% |
| AVLV AMERICAN CENTY ETF TR | 1,356,674 | $123.7m | 12.1% |
| SCHR SCHWAB STRATEGIC TR | 4,074,314 | $100.5m | 9.8% |
| SCHO SCHWAB STRATEGIC TR | 4,082,346 | $98.5m | 9.6% |
| DIMENSIONAL ETF TRUST | 979,623 | $80.7m | 7.9% |
| AVUV AMERICAN CENTY ETF TR | 631,595 | $78.8m | 7.7% |
| AVDV AMERICAN CENTY ETF TR | 384,008 | $39.6m | 3.9% |
| DIMENSIONAL ETF TRUST | 1,455,484 | $38.1m | 3.7% |
| AMERICAN CENTY ETF TR | 453,485 | $36.5m | 3.6% |
| YM=F DIMENSIONAL ETF TRUST | 535,101 | $29.4m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1649107")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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