Notify me when Moisand Fitzgerald Tamayo, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 512 | $885,486,426 | +$23,388,100 | -$6,180,661 | +$17,207,439 | DFAI, SCHR, SCHO, AVLV, DFAS | 13F-HR | 14 Jan 2026, 13:53 |
| Q3 2025 | 572 | $848,654,268 | +$21,326,416 | -$6,768,599 | +$14,557,817 | DFAI, SCHR, SCHO, AVLV, DFAS | 13F-HR | 23 Oct 2025, 14:11 |
| Q2 2025 | 577 | $790,669,790 | +$78,436,260 | -$54,880,561 | +$23,555,699 | DFAI, SCHR, SCHO, AVLV, DFAS | 13F-HR | 16 Jul 2025, 13:58 |
| Q1 2025 | 584 | $722,730,048 | +$40,942,140 | -$21,227,760 | +$19,714,380 | DFAI, AVLV, DFAS, SCHR, AVUV | 13F-HR | 22 Apr 2025, 13:15 |
| Q4 2024 | 596 | $707,338,579 | +$55,217,501 | -$8,970,307 | +$46,247,194 | DFAI, AVLV, DFAS, AVUV, SCHR | 13F-HR | 04 Feb 2025, 10:23 |
| Q3 2024 | 616 | $728,482,001 | +$48,349,757 | -$31,229,618 | +$17,120,139 | DFAI, DFAS, AVLV, AVUV, SCHR | 13F-HR | 09 Oct 2024, 15:18 |
| Q2 2024 | 593 | $667,676,792 | +$51,242,828 | -$26,504,927 | +$24,737,901 | DFAI, DFAS, AVLV, AVUV, SCHR | 13F-HR | 31 Jul 2024, 10:29 |
| Q1 2024 | 574 | $653,730,316 | +$60,736,362 | -$14,237,065 | +$46,499,297 | DFAI, DFAS, AVUV, AVLV, SCHR | 13F-HR | 16 Apr 2024, 15:27 |
| Q4 2023 | 650 | $578,134,174 | +$83,599,287 | -$28,983,953 | +$54,615,334 | DFAI, DFAS, AVUV, AVLV, SCHR | 13F-HR | 18 Jan 2024, 10:38 |
| Q3 2023 | 761 | $473,779,296 | +$7,477,390 | -$6,191,470 | +$1,285,920 | DFAI, DFAS, AVUV, SCHR, DFUV | 13F-HR | 20 Oct 2023, 13:27 |
| Q2 2023 | 748 | $489,274,891 | +$13,634,291 | -$6,369,811 | +$7,264,480 | DFAI, DFAS, AVUV, SCHR, DFUV | 13F-HR | 12 Jul 2023, 14:01 |
| Q1 2023 | 778 | $468,304,084 | +$21,230,046 | -$9,225,643 | +$12,004,403 | DFAI, DFAS, AVUV, SCHR, DFUV | 13F-HR | 05 May 2023, 14:11 |
| Q4 2022 | 767 | $438,850,749 | +$47,454,236 | -$9,498,728 | +$37,955,508 | DFAI, DFAS, AVUV, DFUV, SCHR | 13F-HR | 23 Jan 2023, 09:45 |
| Q3 2022 | 683 | $364,599,000 | +$24,790,206 | -$6,371,634 | +$18,418,572 | DFAI, DFUV, SCHR, DFAS, SCHM | 13F-HR | 26 Oct 2022, 14:42 |
| Q2 2022 | 586 | $371,678,000 | +$183,608,165 | -$383,140 | +$183,225,025 | DFAI, DFUV, SCHR, SCHM, AVDV | 13F-HR | 01 Aug 2022, 09:24 |
| Q1 2022 | 505 | $219,751,000 | +$4,626,525 | -$111,811,143 | -$107,184,618 | DFAI, SCHM, AVDV, SCHH, VOO | 13F-HR | 29 Apr 2022, 13:48 |
| Q4 2021 | 376 | $355,084,000 | +$68,588,148 | -$29,071,957 | +$39,516,191 | DFAI, SCHM, VOO, SCHH, IVV | 13F-HR | 03 Feb 2022, 10:49 |
| Q3 2021 | 369 | $297,387,000 | +$30,824,584 | -$5,788,677 | +$25,035,907 | VOO, SCHM, SPLG, IVV, SCHH | 13F-HR | 01 Nov 2021, 13:25 |
| Q2 2021 | 403 | $275,374,000 | +$32,380,739 | -$1,592,930 | +$30,787,809 | VOO, SCHM, IVV, SPLG, SCHH | 13F-HR | 03 Aug 2021, 11:36 |
| Q1 2021 | 345 | $231,488,000 | +$3,482,782 | -$10,792,678 | -$7,309,896 | VOO, SCHM, IVV, SPLG, SCHH | 13F-HR | 03 May 2021, 15:10 |
| Q4 2020 | 349 | $221,837,000 | +$7,869,767 | -$5,911,917 | +$1,957,850 | VOO, SCHM, IVV, SPLG, SCHF | 13F-HR | 02 Feb 2021, 10:42 |
| Q3 2020 | 317 | $193,253,000 | +$5,685,241 | -$3,100,367 | +$2,584,874 | VOO, SCHM, IVV, SPLG, SCHF | 13F-HR | 02 Nov 2020, 08:46 |
| Q2 2020 | 310 | $181,549,000 | +$7,382,975 | -$4,229,088 | +$3,153,887 | VOO, SCHM, IVV, SPLG, SCHF | 13F-HR | 07 Aug 2020, 14:47 |
| Q1 2020 | 250 | $153,292,000 | +$11,283,107 | -$9,173,399 | +$2,109,708 | VOO, IVV, SCHM, SPLG, SCHF | 13F-HR | 13 May 2020, 11:44 |
| Q4 2019 | 268 | $193,746,000 | +$1,739,514 | -$3,491,518 | -$1,752,004 | VOO, IVV, SCHM, SCHF, SPLG | 13F-HR | 16 Jan 2020, 11:11 |
| Q3 2019 | 267 | $184,722,000 | +$3,525,590 | -$2,816,276 | +$709,314 | VOO, IVV, SCHM, SCHH, SCHF | 13F-HR | 01 Nov 2019, 10:09 |
| Q2 2019 | 272 | $183,605,000 | +$1,884,520 | -$2,595,628 | -$711,108 | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 05 Aug 2019, 11:50 |
| Q1 2019 | 277 | $179,992,000 | +$4,619,642 | -$2,705,615 | +$1,914,027 | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 03 May 2019, 12:55 |
| Q4 2018 | 274 | $159,700,000 | +$7,364,323 | -$4,353,475 | +$3,010,848 | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 11 Feb 2019, 10:32 |
| Q3 2018 | 297 | $179,297,000 | +$3,590,494 | -$3,007,830 | +$582,664 | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 09 Nov 2018, 13:46 |
| Q2 2018 | 281 | $171,966,000 | +$4,765,657 | -$2,835,873 | +$1,929,784 | VOO, IVV, SCHM, SCHH, SCHF | 13F-HR | 08 Aug 2018, 13:57 |
| Q1 2018 | 321 | $168,344,000 | +$25,016,924 | -$25,816,967 | -$800,043 | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 30 Apr 2018, 14:09 |
| Q4 2017 | 285 | $172,454,000 | +$5,850,224 | -$3,963,611 | +$1,886,613 | IVV, VOO, SCHM, SCHH, SCHF | 13F-HR | 23 Jan 2018, 16:02 |
| Q3 2017 | 314 | $163,806,000 | +$13,172,148 | -$1,057,228 | +$12,114,920 | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 03 Nov 2017, 13:51 |
| Q2 2017 | 62 | $146,543,000 | +$3,682,979 | -$2,006,237 | +$1,676,742 | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 08 Aug 2017, 09:26 |
| Q1 2017 | 62 | $141,484,000 | +$5,335,789 | -$3,605,080 | +$1,730,709 | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 05 May 2017, 13:46 |
| Q4 2016 | 61 | $134,742,000 | +$2,007,081 | -$1,458,190 | +$548,891 | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 06 Feb 2017, 13:42 |
| Q3 2016 | 62 | $131,651,000 | +$6,573,889 | -$1,301,328 | +$5,272,561 | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 04 Nov 2016, 14:49 |
| Q2 2016 | 56 | $122,436,000 | +$3,812,369 | -$7,387,289 | -$3,574,920 | VOO, IVV, SCHM, SCHH, SCHF | 13F-HR | 03 Aug 2016, 13:29 |
| Q1 2016 | 227 | $123,489,000 | $0 | $0 | $0 | VOO, IVV, SCHM, SCHF, SCHH | New Holdings | 05 May 2016, 15:31 |
| Q1 2016 | 227 | $123,489,000 | +$8,927,727 | -$3,211,915 | +$5,715,812 | VOO, IVV, SCHM, SCHF, SCHH | 13F-HR | 29 Apr 2016, 10:58 |
| Q4 2015 | 221 | $116,402,000 | $0 | $0 | $0 | VOO, IVV, SCHM, SCHH, SCHF | 13F-HR | 10 Feb 2016, 14:05 |