13F filer

Moisand Fitzgerald Tamayo

As of Sep 30, 2026 Filed Oct 15, 2026 CIK 1649107 SEC filings ↗

13F Value

$995.4M

Positions

677

Top Position

DFAI15.7%

Top 5

57.1%

Latest filing changes

vs Jun 30, 2026

1 SCHR Schwab Intermediate-Term U.S. Treasury ETF +8.7%+$8.4M

2 SCHO Schwab Short-Term U.S. Treasury ETF +8.1%+$7.9M

3 DFAI Dimensional International Core Equity Market ETF +2.1%+$3.3M

4 DFIV Dimensional International Value ETF +44.8%+$2.2M

5 AVDV Avantis International Small Cap Value ETF +4.3%+$1.8M

Holdings677

#
1	DFAI Dimensional International Core Equity Market ETF	15.7%	$156.3M	+2.1%	3.77M	14.9%	ETF
2	AVLV Avantis U.S. Large Cap Value ETF	12.5%	$124.3M	+1.3%	1.37M	12.1%	ETF
3	SCHO Schwab Short-Term U.S. Treasury ETF	10.6%	$105.3M	+8.1%	4.41M	9.6%	ETF
4	SCHR Schwab Intermediate-Term U.S. Treasury ETF	10.5%	$105.0M	+8.7%	4.43M	9.8%	ETF
5	DFAS Dimensional U.S. Small Cap ETF	7.7%	$77.0M	+1.5%	994.7K	7.9%	ETF
6	AVUV Avantis U.S. Small Cap Value ETF	7.6%	$75.4M	+1.3%	639.9K	7.7%	ETF
7	AVDV Avantis International Small Cap Value ETF	4.4%	$43.8M	+4.3%	400.5K	3.9%	ETF
8	AVMV Avantis U.S. Mid Cap Value ETF	3.6%	$36.0M	+3.9%	471.2K	3.6%	ETF
9	DFUV Dimensional US Marketwide Value ETF	2.9%	$28.6M	-2.9%	519.6K	2.9%	ETF
10	DFAE Dimensional Emerging Core Equity Market ETF	2.4%	$23.8M	+2.5%	604.7K	2.3%	ETF
11	IVV iShares Core S&P 500 ETF	1.7%	$16.5M	-3.8%	21.6K	1.6%	ETF
12	VOO Vanguard 500 Index Fund — ETF Shares	1.4%	$14.0M	-3.3%	20.0K	1.4%	ETF
13	DFAT Dimensional U.S. Targeted Value ETF	1.2%	$12.1M	-2.5%	182.5K	1.3%	ETF
14	DFAX Dimensional World ex U.S. Core Equity 2 ETF	1.0%	$10.4M	-3.2%	281.8K	1.0%	ETF
15	SCHM Schwab U.S. Mid-Cap ETF	0.9%	$8.7M	-1.3%	256.5K	0.9%	ETF
16	BOXX Alpha Architect 1-3 Month Box ETF	0.7%	$7.5M	+18.4%	63.0K	0.6%	ETF
17	DFIV Dimensional International Value ETF	0.7%	$7.0M	+44.8%	125.8K	0.5%	ETF
18	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	0.6%	$6.4M	-2.7%	17.0K	0.6%	ETF
19	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	0.6%	$6.2M	-0.6%	69.5K	0.6%	ETF
20	IWB iShares Russell 1000 ETF	0.5%	$5.3M	-0.7%	12.6K	0.5%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing23

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.