Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Moisand Fitzgerald Tamayo, Llc > Profile

Instuitional Investor - Moisand Fitzgerald Tamayo, Llc

Fund Profile
Filing Period:
Fund Name: Moisand Fitzgerald Tamayo, Llc
Portfolio Value $790,719,639
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 3,565,796 $123,269,565 15.59%
2.
Schwab Strategic Trust
 FNDF 3,256,103 $81,500,270 10.31%
3.
Schwab Strategic Trust
 FNDF 3,245,196 $79,117,873 10.01%
4.
American Centy Etf Tr
 1,026,562 $70,021,808 8.86%
5.
Dimensional Etf Trust
 954,004 $60,779,593 7.69%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.