Moisand Fitzgerald Tamayo, LLC Sells in Q4 2025

Moisand Fitzgerald Tamayo, LLC

  • $828 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.45K
- 6.19%
$600.51 - $631.95 $873K - $918K
22K $13.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.08K
- 2.05%
$55.75 - $58.83 $227K - $240K
195K $11.1M
XLK
Technology Sector Spdr

ETFs
-1.36K
- 64.69%
$278.39 - $304.13 $379K - $415K
744 $214K
IVV
Ishares Core S&P 500 ETF

ETFs
-639
- 2.67%
$656.2 - $690.71 $419K - $441K
23.3K $15.7M
ORCL
Oracle Corp

Technology
-116
- 3.12%
$217.57 - $313.0 $25.2K - $36.3K
3.6K $792K
NVDA
Nvidia Corp

Technology
-1.08K
- 6.86%
$179.83 - $207.04 $194K - $223K
14.6K $2.73M
VO
Vanguard Mid Cap ETF

ETFs
-379
- 2.82%
$286.27 - $296.23 $108K - $112K
13.1K $3.75M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.21K
- 4.12%
$76.84 - $80.86 $246K - $259K
74.6K $5.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-327
- 65.27%
$589.5 - $635.77 $193K - $208K
174 $105K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.16K
- 0.79%
$28.9 - $30.17 $62.5K - $65.2K
270K $7.86M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.29K
- 7.62%
$78.65 - $79.19 $180K - $181K
27.7K $2.19M
DIS
Walt Disney CO

Communication Services
-877
- 12.98%
$105.69 - $116.65 $92.7K - $102K
5.88K $621K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.61K
- 5.17%
$77.73 - $78.84 $125K - $127K
29.5K $2.3M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.89K
- 1.65%
$20.85 - $21.86 $60.3K - $63.3K
173K $3.66M
VB
Vanguard Small Cap ETF

ETFs
-180
- 1.91%
$248.1 - $260.08 $44.7K - $46.8K
9.24K $2.31M
MSFT
Microsoft Corp

Technology
-50
- 1.0%
$496.82 - $542.07 $24.8K - $27.1K
4.96K $2.52M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.51K
- 2.07%
$27.17 - $28.65 $41.1K - $43.3K
71.5K $1.96M
SPMD
Spdr Portfolio

ETFs
-560
- 1.37%
$55.44 - $58.05 $31K - $32.5K
40.2K $2.26M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.03K
- 1.62%
$30.55 - $32.35 $31.5K - $33.3K
62.6K $1.96M
AVIV
American Centy ETF Tr Avantis
-1.11K
- 11.13%
$66.39 - $70.06 $73.4K - $77.4K
8.82K $610K
IWC
Russell Micro Cap ETF

ETFs
-346
- 3.74%
$147.86 - $159.95 $51.2K - $55.3K
8.92K $1.32M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-888
- 4.44%
$44.43 - $46.12 $39.5K - $41K
19.1K $860K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-506
- 3.43%
$84.91 - $90.88 $43K - $46K
14.2K $1.26M
SO
Southern CO

Utilities
-511
- 82.82%
$90.58 - $99.72 $46.3K - $51K
106 $9K
MUB
Ishares National Muni Bond ETF

ETFs
-444
- 29.56%
$106.36 - $107.61 $47.2K - $47.8K
1.06K $113K
TFC
Truist Financial Corp

Financial Services
-716
- 4.87%
$41.09 - $45.64 $29.4K - $32.7K
14K $627K
AVSC
American Centy ETF Tr Avantis
-345
- 1.25%
$55.24 - $58.86 $19.1K - $20.3K
27.2K $1.53M
VTI
Vanguard Total Stock Market Et

ETFs
-218
- 1.26%
$321.8 - $337.95 $70.2K - $73.7K
17.1K $5.66M
IWM
Ishares Russell 2000 ETF

ETFs
-80
- 1.75%
$236.79 - $250.33 $18.9K - $20K
4.5K $1.07M
VTV
Vanguard Value ETF

ETFs
-272
- 1.29%
$182.87 - $189.72 $49.7K - $51.6K
20.9K $3.91M
NOC
Northrop Grumman Corp

Industrials
-9
- 1.32%
$558.0 - $637.95 $5.02K - $5.74K
675 $380K
WEC
Wec Energy Group, Inc.

Utilities
-140
- 2.78%
$110.61 - $117.5 $15.5K - $16.5K
4.89K $542K
DD
Du Pont De Nemours, Inc.

Basic Materials
-160
- 24.69%
$34.69 - $82.16 $5.55K - $13.1K
488 $19K
VNQ
Vanguard Specialized Funds Van

ETFs
-171
- 2.13%
$88.13 - $92.69 $15.1K - $15.8K
7.87K $705K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-214
- 1.67%
$63.25 - $66.24 $13.5K - $14.2K
12.6K $811K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-620
- 1.5%
$71.0 - $74.64 $44K - $46.3K
40.8K $2.97M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-584
- 18.18%
$39.17 - $40.87 $22.9K - $23.9K
2.63K $104K
VBR
Vanguard Small Cap Value ETF

ETFs
-41
- 0.78%
$201.42 - $211.15 $8.26K - $8.66K
5.2K $1.07M
IVE
Ishares S&P 500 Value ETF

ETFs
-224
- 2.97%
$202.52 - $212.07 $45.4K - $47.5K
7.32K $1.53M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.33K
- 1.63%
$25.85 - $27.19 $34.5K - $36.3K
80.6K $2.14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-23
- 0.29%
$114.27 - $121.15 $2.63K - $2.79K
8.05K $940K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-371
- 10.05%
$54.27 - $56.85 $20.1K - $21.1K
3.32K $186K
CLX
Clorox CO

Consumer Defensive
-94
- 23.68%
$103.68 - $123.19 $9.75K - $11.6K
303 $31K
USRT
Ishares Core U.S. Reit ETF

ETFs
-36
- 0.24%
$56.64 - $59.67 $2.04K - $2.15K
15K $867K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-632
- 8.44%
$25.2 - $26.46 $15.9K - $16.7K
6.86K $177K
F
Ford Motor CO

Consumer Cyclical
-998
- 68.88%
$11.41 - $13.84 $11.4K - $13.8K
451 $5K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-158
- 0.25%
$28.46 - $29.45 $4.5K - $4.65K
62.3K $1.8M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-92
- 1.09%
$100.37 - $100.72 $9.23K - $9.27K
8.33K $837K
EFV
Msci Eafe Value ETF

ETFs
-282
- 8.43%
$66.73 - $70.99 $18.8K - $20K
3.06K $215K
Activity Summary
Buys All Purchases 58 New Holdings 12 Increased Positions 46 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 1 Puts 0
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