Moisand Fitzgerald Tamayo, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$728M
Signature - Title
Sara Nash - MANAGER
Location
Orlando, FL
Summary
This page shows a list of all the recent 13F filings made by Moisand Fitzgerald Tamayo, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Moisand Fitzgerald Tamayo, LLC reported 616 stock holdings with total value $728M as of Q3 2024. Top holdings included DFAI, DFAS, AVLV, AVUV, and SCHR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 616 $728M +$48.3M -$31.2M +$17.1M DFAI, DFAS, AVLV, AVUV, SCHR 13F-HR 10/9/2024, 03:18 PM
Q2 2024 593 $668M +$51.2M -$26.5M +$24.7M DFAI, DFAS, AVLV, AVUV, SCHR 13F-HR 7/31/2024, 10:29 AM
Q1 2024 574 $654M +$60.7M -$14.2M +$46.5M DFAI, DFAS, AVUV, AVLV, SCHR 13F-HR 4/16/2024, 03:27 PM
Q4 2023 650 $578M +$83.6M -$29M +$54.6M DFAI, DFAS, AVUV, AVLV, SCHR 13F-HR 1/18/2024, 10:38 AM
Q3 2023 761 $474M +$7.48M -$6.19M +$1.29M DFAI, DFAS, AVUV, SCHR, DFUV 13F-HR 10/20/2023, 01:27 PM
Q2 2023 748 $489M +$13.6M -$6.37M +$7.26M DFAI, DFAS, AVUV, SCHR, DFUV 13F-HR 7/12/2023, 02:01 PM
Q1 2023 778 $468M +$21.2M -$9.23M +$12M DFAI, DFAS, AVUV, SCHR, DFUV 13F-HR 5/5/2023, 02:11 PM
Q4 2022 767 $439M +$47.5M -$9.5M +$38M DFAI, DFAS, AVUV, DFUV, SCHR 13F-HR 1/23/2023, 09:45 AM
Q3 2022 683 $365M +$24.8M -$6.37M +$18.4M DFAI, DFUV, SCHR, DFAS, SCHM 13F-HR 10/26/2022, 02:42 PM
Q2 2022 586 $372M +$184M -$383K +$183M DFAI, DFUV, SCHR, SCHM, AVDV 13F-HR 8/1/2022, 09:24 AM
Q1 2022 505 $220M +$4.63M -$112M -$107M DFAI, SCHM, AVDV, SCHH, VOO 13F-HR 4/29/2022, 01:48 PM
Q4 2021 376 $355M +$68.6M -$29.1M +$39.5M DFAI, SCHM, VOO, SCHH, IVV 13F-HR 2/3/2022, 10:49 AM
Q3 2021 369 $297M +$30.8M -$5.79M +$25M VOO, SCHM, SPLG, IVV, SCHH 13F-HR 11/1/2021, 01:25 PM
Q2 2021 403 $275M +$32.4M -$1.59M +$30.8M VOO, SCHM, IVV, SPLG, SCHH 13F-HR 8/3/2021, 11:36 AM
Q1 2021 345 $231M +$3.48M -$10.8M -$7.31M VOO, SCHM, IVV, SPLG, SCHH 13F-HR 5/3/2021, 03:10 PM
Q4 2020 349 $222M +$7.87M -$5.91M +$1.96M VOO, SCHM, IVV, SPLG, SCHF 13F-HR 2/2/2021, 10:42 AM
Q3 2020 317 $193M +$5.69M -$3.1M +$2.58M VOO, SCHM, IVV, SPLG, SCHF 13F-HR 11/2/2020, 08:46 AM
Q2 2020 310 $182M +$7.38M -$4.23M +$3.15M VOO, SCHM, IVV, SPLG, SCHF 13F-HR 8/7/2020, 02:47 PM
Q1 2020 250 $153M +$11.3M -$9.17M +$2.11M VOO, IVV, SCHM, SPLG, SCHF 13F-HR 5/13/2020, 11:44 AM
Q4 2019 268 $194M +$1.74M -$3.49M -$1.75M VOO, IVV, SCHM, SCHF, SPLG 13F-HR 1/16/2020, 11:11 AM
Q3 2019 267 $185M +$3.53M -$2.82M +$709K VOO, IVV, SCHM, SCHH, SCHF 13F-HR 11/1/2019, 10:09 AM
Q2 2019 272 $184M +$1.88M -$2.6M -$711K VOO, IVV, SCHM, SCHF, SCHH 13F-HR 8/5/2019, 11:50 AM
Q1 2019 277 $180M +$4.62M -$2.71M +$1.91M VOO, IVV, SCHM, SCHF, SCHH 13F-HR 5/3/2019, 12:55 PM
Q4 2018 274 $160M +$7.36M -$4.35M +$3.01M VOO, IVV, SCHM, SCHF, SCHH 13F-HR 2/11/2019, 10:32 AM
Q3 2018 297 $179M +$3.59M -$3.01M +$583K VOO, IVV, SCHM, SCHF, SCHH 13F-HR 11/9/2018, 01:46 PM
Q2 2018 281 $172M +$4.77M -$2.84M +$1.93M VOO, IVV, SCHM, SCHH, SCHF 13F-HR 8/8/2018, 01:57 PM
Q1 2018 321 $168M +$25M -$25.8M -$800K VOO, IVV, SCHM, SCHF, SCHH 13F-HR 4/30/2018, 02:09 PM
Q4 2017 285 $172M +$5.85M -$3.96M +$1.89M IVV, VOO, SCHM, SCHH, SCHF 13F-HR 1/23/2018, 04:02 PM
Q3 2017 314 $164M +$13.2M -$1.06M +$12.1M VOO, IVV, SCHM, SCHF, SCHH 13F-HR 11/3/2017, 01:51 PM
Q2 2017 62 $147M +$3.68M -$2.01M +$1.68M VOO, IVV, SCHM, SCHF, SCHH 13F-HR 8/8/2017, 09:26 AM
Q1 2017 62 $141M +$5.34M -$3.61M +$1.73M VOO, IVV, SCHM, SCHF, SCHH 13F-HR 5/5/2017, 01:46 PM
Q4 2016 61 $135M +$2.01M -$1.46M +$549K VOO, IVV, SCHM, SCHF, SCHH 13F-HR 2/6/2017, 01:42 PM
Q3 2016 62 $132M +$6.57M -$1.3M +$5.27M VOO, IVV, SCHM, SCHF, SCHH 13F-HR 11/4/2016, 02:49 PM
Q2 2016 56 $122M +$3.81M -$7.39M -$3.57M VOO, IVV, SCHM, SCHH, SCHF 13F-HR 8/3/2016, 01:29 PM
Q1 2016 227 $123M $0 $0 VOO, IVV, SCHM, SCHF, SCHH New Holdings 5/5/2016, 03:31 PM
Q1 2016 227 $123M +$8.93M -$3.21M +$5.72M VOO, IVV, SCHM, SCHF, SCHH 13F-HR 4/29/2016, 10:58 AM
Q4 2015 221 $116M $0 $0 VOO, IVV, SCHM, SCHH, SCHF 13F-HR 2/10/2016, 02:05 PM