Moisand Fitzgerald Tamayo, LLC Purchases in Q4 2024

Moisand Fitzgerald Tamayo, LLC

  • $681 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Super Micro Computer Inc
140
New
N/A
140 $0
Siriusxm Holdings Inc
120
New
N/A
120 $0
Te Connectivity PLC
25
New
N/A
25 $0
SUM
Summit Materials, Inc.

Basic Materials
5
New
$36.82 - $51.66 $184 - $258
5 $0
Ea Series Trust
126
+ 4.07%
N/A
3.23K $0
Lam Research Corp
130
New
N/A
130 $0
EEM
Ishares Msci Emerging Markets

ETFs
25
+ 12.5%
$41.82 - $47.36 $1.05K - $1.18K
225 $9K
Dimensional ETF Trust
54
+ 5.83%
N/A
981 $0
IAGG
Ishares Tr Core Intl Aggregate

ETFs
0
New
$49.87 - $52.46 $0 - $0
0 $0
Ishares Bitcoin Trust ETF
4
+ 25.0%
N/A
20 $0
F
Ford Motor CO

Consumer Cyclical
15
+ 1.15%
$9.69 - $11.4 $145 - $171
1.32K $13K
JETS
ETF Ser Solutions U S Global J

ETFs
4
New
$20.04 - $25.93 $80.2 - $104
4 $0
RXO
Rxo, Inc.
10
New
$23.46 - $31.9 $235 - $319
10 $0
FNDX
Schwab Fundamental U S Large C

ETFs
126
+ 200.0%
$23.49 - $71.77 $2.96K - $9.04K
189 $4K
Arista Networks Inc
60
New
N/A
60 $0
FNDA
Schwab Fundamental U S Small C

ETFs
92
+ 100.0%
$29.26 - $59.11 $2.69K - $5.44K
184 $5K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.07K
+ 191.0%
$22.01 - $66.82 $134K - $406K
9.25K $209K
RWX
Spdr Dow Jones International R

ETFs
2
+ 0.42%
$22.73 - $27.57 $45.5 - $55.1
483 $11K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
80
+ 35.09%
$22.63 - $47.53 $1.81K - $3.8K
308 $6K
COP
Conocophillips

Energy
2
+ 0.23%
$95.12 - $114.72 $190 - $229
877 $86K
EFG
Msci Eafe Growth ETF

ETFs
63
+ 5.94%
$96.83 - $106.88 $6.1K - $6.73K
1.12K $108K
LLY
Eli Lilly & CO

Healthcare
19
+ 10.86%
$727.2 - $932.06 $13.8K - $17.7K
194 $149K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20
+ 0.22%
$113.92 - $127.38 $2.28K - $2.55K
8.95K $1.03M
EFV
Msci Eafe Value ETF

ETFs
12
+ 0.36%
$51.78 - $57.15 $621 - $686
3.34K $175K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
67
+ 0.36%
$26.16 - $29.13 $1.75K - $1.95K
18.5K $485K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
12
+ 0.17%
$60.13 - $67.31 $722 - $808
7.24K $439K
SCHA
Schwab Strategic Tr Us Small C

ETFs
37.4K
+ 94.17%
$25.33 - $51.16 $948K - $1.92M
77.2K $2M
SCHR
Schwab Intermediate Term Us Tr

ETFs
824K
+ 107.95%
$24.19 - $50.58 $19.9M - $41.7M
1.59M $38.6M
SCHV
Schwab Strategic Tr Us Large C

ETFs
44.2K
+ 185.03%
$25.79 - $80.4 $1.14M - $3.55M
68.1K $1.78M
AVDE
American Centy ETF Tr Avantis

ETFs
1.01K
+ 1.8%
$60.9 - $66.69 $61.6K - $67.4K
57.1K $3.51M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
65.8K
+ 98.62%
$18.41 - $40.87 $1.21M - $2.69M
133K $2.45M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
187K
+ 182.53%
$27.54 - $83.04 $5.16M - $15.6M
290K $8.03M
DFAE
Dimensional ETF Tr

ETFs
3.35K
+ 0.57%
$25.36 - $28.15 $84.9K - $94.2K
591K $15M
AVDV
American Centy ETF Tr Avantis

ETFs
4.86K
+ 1.17%
$63.85 - $70.4 $310K - $342K
420K $27.3M
DFAI
Dimensional ETF Tr

ETFs
65.1K
+ 1.84%
$29.0 - $31.6 $1.89M - $2.06M
3.6M $105M
Activity Summary
Buys All Purchases 86 New Holdings 26 Increased Positions 60 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 1
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