Moisand Fitzgerald Tamayo, LLC — 13F holdings

Moisand Fitzgerald Tamayo, LLC reported 677 holdings worth $995M in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

  1. DFAI DIMENSIONAL ETF TRUST — $156M (15.7%)
  2. AVLV AMERICAN CENTY ETF TR — $124M (12.5%)
  3. SCHO SCHWAB STRATEGIC TR — $105M (10.6%)
  4. SCHR SCHWAB STRATEGIC TR — $105M (10.5%)
  5. DIMENSIONAL ETF TRUST — $77.0M (7.7%)
  6. AVUV AMERICAN CENTY ETF TR — $75.4M (7.6%)
  7. AVDV AMERICAN CENTY ETF TR — $43.8M (4.4%)
  8. AVMV AMERICAN CENTY ETF TR — $36.0M (3.6%)
  9. DFUV DIMENSIONAL ETF TRUST — $28.6M (2.9%)
  10. DFAE DIMENSIONAL ETF TRUST — $23.8M (2.4%)