Moisand Fitzgerald Tamayo, LLC - Portfolio overview
Moisand Fitzgerald Tamayo, LLC has 593 reported holdings in this dataset, with the latest filing dated 2026-04-14.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Industrials.
Largest reported holdings by portfolio allocation
- DFAI - DIMENSIONAL ETF TRUST, 14.97%
- AVLV - AMERICAN CENTY ETF TR, 11.69%
- SCHR - SCHWAB STRATEGIC TR, 10.36%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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