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Portfolio (Quarterly) Guide ↗

Moisand Fitzgerald Tamayo, LLC

· CIK 0001649107
13F Portfolio $931M AUM 518 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 28 Added 79 Reduced 16 Exited
Page 3 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL 1,681.0 $806K 0.09% -131.0 -7.2% $479.20
42 EFA ISHARES TR 8,024.0 $779K 0.08% -179.0 -2.2% $97.13 +4.9%
43 AXP AMERICAN EXPRESS CO Financial Services 2,388.0 $722K 0.08% -50.0 -2.0% $302.48 +2.3%
44 AVIV AMERICAN CENTY ETF TR 8,135.0 $609K 0.07% -684.0 -7.8% $74.83 +4.3%
45 TFC TRUIST FINL CORP Financial Services 12,491.0 $574K 0.06% -2K -10.8% $45.97 +2.3%
46 ORCL ORACLE CORP Technology 3,345.0 $492K 0.05% -258.0 -7.2% $147.11 +26.9%
47 DIS DISNEY WALT CO Communication Services 4,956.0 $478K 0.05% -922.0 -15.7% $96.39 +7.8%
48 SPDW SPDR INDEX SHS FDS 8,921.0 $407K 0.04% -215.0 -2.4% $45.65 +7.5%
49 HD HOME DEPOT INC Consumer Cyclical 1,209.0 $398K 0.04% -25.0 -2.0% $328.89 -8.8%
50 AVUS AMERICAN CENTY ETF TR 2,631.0 $293K 0.03% -129.0 -4.7% $111.18 +11.1%
51 SPTI SPDR SERIES TRUST 8,970.0 $257K 0.03% -4K -30.2% $28.66 -1.8%
52 AMZN AMAZON COM INC Consumer Cyclical 1,088.0 $227K 0.02% -121.0 -10.0% $208.31 +24.5%
53 EFV ISHARES TR 2,949.0 $219K 0.02% -113.0 -3.7% $74.35 +4.5%
54 SPSM SPDR SERIES TRUST 4,216.0 $204K 0.02% -273.0 -6.1% $48.32 +7.2%
55 VEA VANGUARD TAX-MANAGED FDS 2,936.0 $188K 0.02% -575.0 -16.4% $64.08 +7.7%
56 SPYV SPDR SERIES TRUST 3,293.0 $186K 0.02% -29.0 -0.9% $56.58 +6.2%
57 FTEC FIDELITY COVINGTON TRUST 609.0 $127K 0.01% -43.0 -6.6% $208.05 +27.9%
58 SCHB SCHWAB STRATEGIC TR 4,795.0 $120K 0.01% -2K -30.1% $25.10 +12.3%
59 GWX SPDR INDEX SHS FDS 2,565.0 $108K 0.01% -64.0 -2.4% $42.23 +6.9%
60 MUB ISHARES TR 986.0 $105K 0.01% -72.0 -6.8% $106.15 -0.5%
Page 3 of 4  ·  79 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.2%
Financial Services 14.6%
Industrials 13.6%
Consumer Cyclical 8.9%
Energy 7.5%
Healthcare 6.5%
Communication Services 5.1%
Consumer Defensive 4.5%
Utilities 3.8%
Basic Materials 1.4%