§ 13F · FUND PROFILE
Moisand Fitzgerald Tamayo, LLC.
AUM · $1.0B (13F)Positions · 537Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | 3.69M | $152M | 14.9% | +3% |
| 2 | AVLV | AMERICAN CENTY ETF TR | 1.36M | $124M | 12.1% | ±0% |
| 3 | SCHR | SCHWAB STRATEGIC TR | 4.07M | $100M | 9.8% | +5% |
| 4 | SCHO | SCHWAB STRATEGIC TR | 4.08M | $99M | 9.6% | +4% |
| 5 | DFAS | DIMENSIONAL ETF TRUST | 980K | $81M | 7.9% | +1% |
| 6 | AVUV | AMERICAN CENTY ETF TR | 632K | $79M | 7.7% | ±0% |
| 7 | AVDV | AMERICAN CENTY ETF TR | 384K | $40M | 3.9% | +2% |
| 8 | DFAR | DIMENSIONAL ETF TRUST | 1.46M | $38M | 3.7% | +1% |
| 9 | AVMV | AMERICAN CENTY ETF TR | 453K | $37M | 3.6% | +2% |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 535K | $29M | 2.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOISAND SIGNAL
AC read
Moisand Fitzgerald Tamayo, LLC is a Other fund managing $1.0 billion in assets. The fund runs a broad portfolio of 537 positions.
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