EdgeMarket › What Moisand Fitzgerald Tamayo, Llc reported owning
What Moisand Fitzgerald Tamayo, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
930.6MPositions
518Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFAI Dimensional International Core Equity Market E | 140.2M | 15.1% | 3.6M | 43.35 | +21.1% |
| AVLV Avantis U.S. Large Cap Value ETF | 109.5M | 11.8% | 1.4M | 94.64 | +34.1% |
| SCHR Schwab Intermediate-Term U.S. Treasury ETF | 97.1M | 10.4% | 3.9M | 24.38 | -2.4% |
| SCHO Schwab Short-Term U.S. Treasury ETF | 95.2M | 10.2% | 3.9M | 24.10 | -1.0% |
| AVUV Avantis U.S. Small Cap Value ETF | 69.9M | 7.5% | 632.8K | 126.45 | +33.2% |
| DFAS Dimensional U.S. Small Cap ETF | 69.0M | 7.4% | 970.4K | 83.02 | +25.5% |
| AVDV Avantis International Small Cap Value ETF | 37.8M | 4.1% | 378.2K | 111.95 | +32.8% |
| DFAR Dimensional US Real Estate ETF | 34.2M | 3.7% | 1.4M | 26.48 | +12.6% |
| AVMV Avantis U.S. Mid Cap Value ETF | 33.0M | 3.5% | 444.7K | 82.71 | +22.0% |
| DFUV Dimensional US Marketwide Value ETF | 26.4M | 2.8% | 544.6K | 57.43 | +31.9% |
| DFAE Dimensional Emerging Core Equity Market ETF | 19.9M | 2.1% | 587.8K | 39.49 | +32.0% |
| IVV iShares Core S&P 500 ETF | 15.0M | 1.6% | 22.9K | 769.31 | +20.0% |
| VOO Vanguard S&P 500 ETF | 12.6M | 1.4% | 21.1K | 703.71 | +20.0% |
| DFAT Dimensional U.S. Targeted Value ETF | 11.9M | 1.3% | 190.2K | 71.67 | +26.9% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 10.0M | 1.1% | 293.6K | 38.16 | +24.9% |
| SCHM Schwab U.S. Mid Cap ETF | 8.2M | 0.9% | 264.4K | 36.16 | +25.4% |
| BOXX Alpha Architect 1-3 Month Box ETF | 5.9M | 0.6% | 51.0K | 117.96 | +4.1% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 5.6M | 0.6% | 72.8K | 90.13 | +20.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 5.4M | 0.6% | 16.8K | 378.24 | +20.5% |
| DFIC Dimensional International Core Equity 2 ETF | 4.7M | 0.5% | 132.6K | 39.41 | +22.0% |
| DFIV Dimensional International Value ETF | 4.7M | 0.5% | 89.0K | 58.31 | +27.8% |
| IWB iShares Russell 1000 ETF | 4.6M | 0.5% | 13.0K | 419.69 | +19.8% |
| AVDE Avantis International Equity ETF | 4.3M | 0.5% | 50.3K | 94.26 | +22.4% |
| VTV Vanguard Morningstar Value ETF | 3.9M | 0.4% | 19.8K | 226.40 | +24.6% |
| VO Vanguard Morningstar Mid-Cap ETF | 3.7M | 0.4% | 13.0K | 82.97 | +15.9% |
| SCHH Schwab U.S. REIT ETF | 3.7M | 0.4% | 170.3K | 24.04 | +12.9% |
| AAPL Apple Inc. | 3.3M | 0.4% | 13.1K | 309.35 | +36.9% |
| DFUS Dimensional U.S. Equity Market ETF | 2.9M | 0.3% | 40.6K | 83.64 | +20.8% |
| SCHF Schwab International Equity ETF | 2.8M | 0.3% | 115.0K | 28.46 | +24.7% |
| VEU Vanguard FTSE All World Ex US ETF | 2.6M | 0.3% | 35.1K | 85.69 | +23.3% |
| NVDA NVIDIA CORP | 2.6M | 0.3% | 15.1K | 214.72 | +22.4% |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ET | 2.4M | 0.3% | 39.9K | 67.27 | +20.8% |
| VB Vanguard Morningstar Small-Cap ETF | 2.3M | 0.3% | 8.9K | 304.76 | +24.4% |
| DFSV Dimensional US Small Cap Value ETF | 2.2M | 0.2% | 62.4K | 40.29 | +30.3% |
| BSV Vanguard Short-Term Bond ETF | 2.1M | 0.2% | 26.9K | 77.57 | -1.4% |
| BIV Vanguard Intermediate-Term Bond ETF | 2.1M | 0.2% | 27.3K | 75.43 | -2.5% |
| SCHA Schwab U.S. Small-Cap ETF | 2.0M | 0.2% | 70.5K | 34.83 | +32.4% |
| IWV iShares Russell 3000 Fund | 2.0M | 0.2% | 5.5K | 436.47 | +20.5% |
| SCHX Schwab U.S. Large-Cap ETF | 2.0M | 0.2% | 79.4K | 30.21 | +19.6% |
| LRCX LAM RESEARCH CORP | 1.9M | 0.2% | 9.1K | 314.00 | +216.7% |
| SCHV Schwab U.S. Large-Cap Value ETF | 1.8M | 0.2% | 60.5K | 34.94 | +22.7% |
| MSFT MICROSOFT CORP | 1.8M | 0.2% | 5.0K | 483.24 | -4.4% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 1.7M | 0.2% | 5.0K | 266.73 | -3.4% |
| DISV Dimensional International Small Cap Value ETF | 1.7M | 0.2% | 42.9K | 44.49 | +28.9% |
| AVSC Avantis U.S Small Cap Equity ETF | 1.7M | 0.2% | 27.0K | 73.84 | +35.4% |
| SPY SPDR S&P 500 ETF TRUST | 1.5M | 0.2% | 2.3K | 765.72 | +20.0% |
| IVE iShares S&P 500 Value ETF | 1.5M | 0.2% | 7.0K | 237.24 | +17.6% |
| XOM ExxonMobil Holdings Corp | 1.4M | 0.2% | 8.5K | 165.11 | +52.1% |
| IWC iShares Microcap ETF | 1.4M | 0.2% | 8.9K | 198.14 | +45.6% |
| SLYV State Street SPDR S&P 600 Small Cap Value ETF | 1.3M | 0.1% | 13.7K | 110.42 | +30.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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