Moisand Fitzgerald Tamayo, LLC 13F 持仓 · 2026年Q2
Moisand Fitzgerald Tamayo 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 534 只证券，申报市值合计 10.24 亿美元。前几大持仓：DFAI（14.88%）、AVLV（12.08%）、SCHR（9.81%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | $152.3M | 14.88% | 3.7M | 增持 |
| 2 | AVLV | AMERICAN CENTY ETF TR | $123.7M | 12.08% | 1.4M | 减持 |
| 3 | SCHR | SCHWAB STRATEGIC TR | $100.5M | 9.81% | 4.1M | 增持 |
| 4 | SCHO | SCHWAB STRATEGIC TR | $98.5M | 9.62% | 4.1M | 增持 |
| 5 | DFAS | DIMENSIONAL ETF TRUST | $80.7M | 7.88% | 979,623 | 增持 |
| 6 | AVUV | AMERICAN CENTY ETF TR | $78.8M | 7.70% | 631,595 | 减持 |
| 7 | AVDV | AMERICAN CENTY ETF TR | $39.6M | 3.86% | 384,008 | 增持 |
| 8 | DFAR | DIMENSIONAL ETF TRUST | $38.1M | 3.72% | 1.5M | 增持 |
| 9 | AVMV | AMERICAN CENTY ETF TR | $36.5M | 3.57% | 453,485 | 增持 |
| 10 | DFUV | DIMENSIONAL ETF TRUST | $29.4M | 2.87% | 535,101 | 减持 |
| 11 | DFAE | DIMENSIONAL ETF TRUST | $23.7M | 2.32% | 590,139 | 增持 |
| 12 | IVV | ISHARES TR | $16.8M | 1.64% | 22,439 | 减持 |
| 13 | VOO | VANGUARD INDEX FDS | $14.2M | 1.39% | 20,653 | 减持 |
| 14 | DFAT | DIMENSIONAL ETF TRUST | $13.1M | 1.28% | 187,138 | 减持 |
| 15 | DFAX | DIMENSIONAL ETF TRUST | $10.7M | 1.05% | 291,117 | 减持 |
| 16 | SCHM | SCHWAB STRATEGIC TR | $9.6M | 0.94% | 259,931 | 减持 |
| 17 | VTI | VANGUARD INDEX FDS | $6.5M | 0.63% | 17,467 | 增持 |
| 18 | BOXX | EA SERIES TRUST | $6.2M | 0.61% | 53,170 | 增持 |
| 19 | SPYM | SPDR SERIES TRUST | $6.1M | 0.60% | 69,872 | 减持 |
| 20 | IWB | ISHARES TR | $5.2M | 0.51% | 12,706 | 减持 |
| 21 | DFIC | DIMENSIONAL ETF TRUST | $4.8M | 0.47% | 129,662 | 减持 |
| 22 | DFIV | DIMENSIONAL ETF TRUST | $4.7M | 0.46% | 86,870 | 减持 |
| 23 | AVDE | AMERICAN CENTY ETF TR | $4.4M | 0.43% | 49,662 | 减持 |
| 24 | VTV | VANGUARD INDEX FDS | $4.3M | 0.42% | 19,775 | 减持 |
| 25 | VO | VANGUARD INDEX FDS | $4.2M | 0.41% | 51,734 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR