Sign In
test

DJ HUNT

Moisand Fitzgerald Tamayo, Llc

Assets Managed
$930.581M
Holdings
515
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
5.09%(2Q avg: 4.72%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Moisand Fitzgerald Tamayo, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 515 positions.

Assets under management

The assets under management (AUM) of Moisand Fitzgerald Tamayo, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 930.581M in assets, with a quarterly growth rate of 5.09% and a 2-quarter average growth rate of 4.72%. The portfolio is managed by DJ HUNT, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAI
Dimensional International Co
Recent Activity
Decreased -0.78%
15.07%
$140.23M
3.599M shares@ $38.96 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 19.29%
11.77%
$109.513M
1.359M shares@ $80.61 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 6.6%
10.44%
$97.077M
3.897M shares@ $24.91 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 6.83%
10.23%
$95.161M
3.921M shares@ $24.28 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -1.96%
7.52%
$69.911M
632,849 shares@ $110.48 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 0.4%
7.42%
$69.028M
970,443 shares@ $71.13 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -5.1%
4.06%
$37.77M
378,227 shares@ $99.87 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Increased 6.34%
3.68%
$34.165M
1.445M shares@ $23.65 avg price
AVMV
Avantis Us Mid Cap Val Etf
Recent Activity
Increased 0.17%
3.55%
$32.99M
444,730 shares@ $74.18 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -2.15%
2.84%
$26.39M
544,583 shares@ $48.46 avg price

1-10 of 515