Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Moisand Fitzgerald Tamayo, LLC (CIK 1649107) reported $930.6M across 502 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAI ($140.2M, 15.07%), AVLV ($109.5M, 11.77%), SCHR ($97.1M, 10.43%), SCHO ($95.2M, 10.23%), AVUV ($69.9M, 7.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | $140.2M | 15.07% | 3.6M | Trimmed |
| 2 | AVLV | AMERICAN CENTY ETF TR | $109.5M | 11.77% | 1.4M | Added |
| 3 | SCHR | SCHWAB STRATEGIC TR | $97.1M | 10.43% | 3.9M | Added |
| 4 | SCHO | SCHWAB STRATEGIC TR | $95.2M | 10.23% | 3.9M | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $69.9M | 7.51% | 632,849 | Trimmed |
| 6 | DFAS | DIMENSIONAL ETF TRUST | $69.0M | 7.42% | 970,443 | Added |
| 7 | AVDV | AMERICAN CENTY ETF TR | $37.8M | 4.06% | 378,227 | Trimmed |
| 8 | DFAR | DIMENSIONAL ETF TRUST | $34.2M | 3.67% | 1.4M | Added |
| 9 | AVMV | AMERICAN CENTY ETF TR | $33.0M | 3.55% | 444,730 | Added |
| 10 | DFUV | DIMENSIONAL ETF TRUST | $26.4M | 2.84% | 544,583 | Trimmed |
| 11 | DFAE | DIMENSIONAL ETF TRUST | $19.9M | 2.14% | 587,776 | Trimmed |
| 12 | IVV | ISHARES TR | $15.0M | 1.61% | 22,902 | Trimmed |
| 13 | VOO | VANGUARD INDEX FDS | $12.6M | 1.36% | 21,143 | Trimmed |
| 14 | DFAT | DIMENSIONAL ETF TRUST | $11.9M | 1.28% | 190,210 | Trimmed |
| 15 | DFAX | DIMENSIONAL ETF TRUST | $10.0M | 1.07% | 293,560 | Trimmed |
| 16 | SCHM | SCHWAB STRATEGIC TR | $8.2M | 0.88% | 264,449 | Trimmed |
| 17 | BOXX | EA SERIES TRUST | $5.9M | 0.64% | 50,983 | Added |
| 18 | SPLG | SPDR SERIES TRUST | $5.6M | 0.60% | 72,796 | Trimmed |
| 19 | VTI | VANGUARD INDEX FDS | $5.4M | 0.58% | 16,804 | Trimmed |
| 20 | DFIC | DIMENSIONAL ETF TRUST | $4.7M | 0.51% | 132,564 | Trimmed |
| 21 | IWB | ISHARES TR | $4.6M | 0.50% | 13,006 | Trimmed |
| 22 | DFIV | DIMENSIONAL ETF TRUST | $4.7M | 0.50% | 89,017 | Trimmed |
| 23 | AVDE | AMERICAN CENTY ETF TR | $4.3M | 0.46% | 50,271 | Trimmed |
| 24 | VTV | VANGUARD INDEX FDS | $3.9M | 0.42% | 19,808 | Trimmed |
| 25 | VO | VANGUARD INDEX FDS | $3.7M | 0.40% | 13,032 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31