Moisand Fitzgerald Tamayo, LLC Incresed Positions in Q3 2024

Moisand Fitzgerald Tamayo, LLC

  • $702 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
103K
+ 3.0%
$28.69 - $32.06 $2.95M - $3.3M
3.54M $112M
AVLV
American Centy ETF Tr Avantis
57K
+ 7.14%
$60.05 - $65.83 $3.42M - $3.75M
854K $56.2M
AVUV
American Centy ETF Tr Avantis

ETFs
22.8K
+ 4.19%
$88.24 - $99.7 $2.01M - $2.27M
566K $54.3M
DFAS
Dimensional ETF Tr U S Small C

ETFs
17K
+ 1.96%
$59.25 - $65.33 $1.01M - $1.11M
886K $57.5M
DFAR
Dimensional ETF Tr Dimensional

ETFs
6.7K
+ 0.63%
$21.91 - $26.03 $147K - $174K
1.08M $27.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
39.1K
+ 10.53%
$76.38 - $78.87 $2.99M - $3.08M
410K $32.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
29.9K
+ 8.03%
$74.26 - $78.84 $2.22M - $2.36M
402K $31.5M
AVDV
American Centy ETF Tr Avantis

ETFs
9.66K
+ 2.38%
$62.52 - $71.12 $604K - $687K
415K $29.3M
SCHR
Schwab Intermediate Term Us Tr

ETFs
18.2K
+ 2.45%
$48.4 - $50.91 $882K - $928K
764K $38.6M
SCHO
Schwab Short Term Us Treasury

ETFs
34K
+ 4.78%
$47.93 - $49.06 $1.63M - $1.67M
745K $36.5M
VTI
Vanguard Total Stock Market Et

ETFs
1.23K
+ 7.14%
$255.18 - $283.2 $315K - $349K
18.5K $5.24M
GIS
General Mills Inc

Consumer Defensive
3.89K
+ 682.63%
$62.5 - $75.15 $243K - $292K
4.46K $329K
ORCL
Oracle Corp

Technology
737
+ 22.25%
$125.9 - $170.35 $92.8K - $126K
4.05K $689K
SSB
South State Corp

Financial Services
2.15K
+ 1313.41%
$75.47 - $101.63 $163K - $219K
2.32K $225K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
562
+ 6.72%
$105.53 - $118.34 $59.3K - $66.5K
8.93K $1.04M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
2.73K
+ 162.66%
$41.88 - $46.21 $114K - $126K
4.41K $203K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
115
+ 8.27%
$405.19 - $478.57 $46.6K - $55K
1.51K $693K
DISV
Dimensional ETF Tr Dimensional

ETFs
271
+ 0.63%
$26.06 - $29.18 $7.06K - $7.91K
43.3K $1.26M
PDI
Pimco Dynamic Income Fund

Financial Services
4.37K
+ 237.55%
$18.7 - $20.25 $81.7K - $88.5K
6.21K $125K
KO
Coca Cola CO

Consumer Defensive
83
+ 1.01%
$62.69 - $73.01 $5.2K - $6.06K
8.28K $594K
VIG
Vanguard Dividend Appreciation

ETFs
345
+ 49.93%
$182.15 - $182.15 $62.8K - $62.8K
1.04K $188K
WMT
Walmart Inc.

Consumer Defensive
24
+ 0.58%
$66.91 - $81.4 $1.61K - $1.95K
4.14K $334K
CVX
Chevron Corp

Energy
404
+ 44.89%
$137.88 - $161.97 $55.7K - $65.4K
1.3K $192K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
979
+ 5.6%
$25.73 - $28.81 $25.2K - $28.2K
18.5K $525K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
440
+ 10.13%
$100.3 - $100.74 $44.1K - $44.3K
4.78K $481K
TSLA
Tesla, Inc.

Consumer Cyclical
78
+ 25.49%
$191.76 - $263.26 $15K - $20.5K
384 $100K
XLK
Technology Sector Spdr

ETFs
174
+ 14.13%
$197.34 - $237.68 $34.3K - $41.4K
1.41K $317K
QQQ
Invesco Qqq Trust, Series 1

ETFs
72
+ 32.43%
$434.77 - $502.96 $31.3K - $36.2K
294 $143K
META
Meta Platforms, Inc.

Communication Services
5
+ 1.12%
$453.41 - $572.44 $2.27K - $2.86K
451 $258K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
648
+ 131.44%
$49.93 - $51.15 $32.4K - $33.1K
1.14K $58K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
182
+ 1.39%
$31.05 - $34.29 $5.65K - $6.24K
13.3K $456K
VEA
Vanguard Ftse Developed Market

ETFs
367
+ 9.93%
$47.6 - $53.31 $17.5K - $19.6K
4.06K $214K
FAST
Fastenal CO

Industrials
428
+ 1019.05%
$62.09 - $71.83 $26.6K - $30.7K
470 $33K
MDLZ
Mondelez International, Inc.

Consumer Defensive
245
+ 20.96%
$64.35 - $75.71 $15.8K - $18.5K
1.41K $104K
IWR
Ishares Russell Mid Cap ETF

ETFs
298
+ 113.74%
$79.92 - $88.19 $23.8K - $26.3K
560 $49K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
499
+ 941.51%
$44.07 - $50.57 $22K - $25.2K
552 $27K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
23
+ 3.77%
$72.18 - $107.33 $1.66K - $2.47K
633 $67K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
218
+ 778.57%
$96.3 - $106.49 $21K - $23.2K
246 $25K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
104
+ 78.79%
$178.94 - $207.0 $18.6K - $21.5K
236 $47K
IEFA
Ishares Tr

ETFs
130
+ 26.42%
$70.09 - $78.74 $9.11K - $10.2K
622 $48K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
155
+ 387.5%
$81.31 - $83.29 $12.6K - $12.9K
195 $16K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
166
+ 155.14%
$58.03 - $65.37 $9.63K - $10.9K
273 $17K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
205
+ 75.37%
$46.96 - $52.62 $9.63K - $10.8K
477 $24K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.09%
$41.9 - $48.26 $83.8 - $96.5
2.15K $102K
CSCO
Cisco Systems, Inc.

Technology
72
+ 7.24%
$44.74 - $53.22 $3.22K - $3.83K
1.07K $56K
PFE
Pfizer Inc

Healthcare
10
+ 0.13%
$27.7 - $31.39 $277 - $314
7.76K $224K
WFC
Wells Fargo & Company

Financial Services
161
+ 20.02%
$51.58 - $60.97 $8.3K - $9.82K
965 $54K
COIN
Coinbase Global, Inc.

Technology
35
+ 350.0%
$147.09 - $265.15 $5.15K - $9.28K
45 $8K
ITOT
Ishares Core S&P Total U.S. St

ETFs
8
+ 2.73%
$113.41 - $125.62 $907 - $1K
301 $37K
Activity Summary
Buys All Purchases 130 New Holdings 61 Increased Positions 69 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 1 Puts 0
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