Moisand-Fitzgerald-Tamayo

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "INSM",
  "HOOD",
  "FARO",
  "AIR",
  "POOL",
  null,
  "RJF",
  "AES",
  "ARW",
  "BEP",
  "BEPC",
  "SMCI",
  null,
  "MU",
  "KRG",
  "FNDA",
  "ACN",
  "ARCB",
  null,
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "SPTN",
  "FLG",
  "BABA",
  "MATX",
  "JEF",
  null,
  "ATI",
  "KTB",
  null,
  "ALL",
  "GOOGL",
  null,
  "PXF",
  "VTS",
  null,
  "AXP",
  "AKR",
  "SCHH",
  null,
  "AMG",
  null,
  "TEAM",
  "T",
  null,
  null,
  "CAT",
  null,
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  "ABR",
  "FCPT",
  "BLW",
  "FUL",
  "BIDU",
  null,
  "BYD",
  null,
  null,
  null,
  "COF",
  null,
  "CTO",
  null,
  null,
  null,
  null,
  null,
  "DUK",
  "OII",
  "NAVI",
  "PTY",
  "REZI",
  "RKT",
  "RUM",
  "PDI",
  "FSLY",
  null,
  "SKYW",
  "URBN",
  null,
  null,
  "PNR",
  null,
  "SBSI",
  "FCX",
  null,
  "FITB",
  "VIK",
  "OXSQ",
  "GD",
  "IRDM",
  "ALLK",
  "GIS",
  "HLT",
  "HON",
  "BITB",
  "HD",
  "HPQ",
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  "FIVE",
  null,
  "UNP",
  "QCOM",
  "GLPI",
  "SCCO",
  "FSCO",
  "GIII",
  null,
  "ITW",
  "RIVN",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "LRHC",
  "PARR",
  "IVW",
  "PK",
  "IJH",
  "QUBT",
  null,
  "SPRU",
  null,
  null,
  "IQV",
  "IONS",
  null,
  "NBH",
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "ICF",
  "IWS",
  null,
  null,
  "LIN",
  null,
  null,
  null,
  null,
  "AENT",
  "NXP",
  "MMC",
  "MRVL",
  "SILA",
  "MA",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "DXPE",
  "TMUS",
  "NDAQ",
  "EQIX",
  "EPR",
  "EXC",
  "EVR",
  "EVRG",
  "FICO",
  "FHN",
  "GE",
  "HE",
  "GPC",
  "HIG",
  "TEVA",
  null,
  "ILMN",
  "OMC",
  "ODFL",
  "ADM",
  "SMR",
  "DLN",
  "HSY",
  "FAST",
  "ANSS",
  "IJR",
  "EFG",
  "ANET",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "PAYX",
  "VGIT",
  "VHT",
  null,
  "NNN",
  null,
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "VGSH",
  "PGR",
  "IEMG",
  "IVV",
  "IYR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MSTR",
  "REGN",
  "FNDX",
  "ROK",
  "SLVM",
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SLB",
  "ROP",
  "O",
  "ROST",
  "SNA",
  "RTX",
  "SPDW",
  null,
  null,
  null,
  "BP",
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TD",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "UBS",
  "UBER",
  "UTHR",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "VV",
  "RCL",
  "VOE",
  "MNST",
  "MGRM",
  "PUMP",
  "VWO",
  "LKQ",
  null,
  "JBL",
  "VSS",
  "NSA",
  "IWV",
  null,
  "TFIN",
  null,
  "PRF",
  null,
  "USLM",
  null,
  null,
  null,
  "DLY",
  "EME",
  "VIG",
  "RWT",
  "TXT",
  "GT",
  "WY",
  "GNL",
  "IWN",
  null,
  "GL",
  "VIAV",
  null,
  "TSM",
  null,
  null,
  "DD",
  "VRTX",
  "MGC",
  null,
  "EA",
  "GRAL",
  "TT",
  "VRSK",
  "GBX",
  "MUR",
  "RYN",
  "LECO",
  "PVH",
  "LITE",
  "TCBI",
  "SSB",
  "HAL",
  "SF",
  "AFL",
  "AMD",
  "VFC",
  "FI",
  "DRI",
  "WAB",
  "IP",
  "F",
  "WEC",
  "EQR",
  "AJG",
  "WM",
  "IWR",
  "EFX",
  "VLY",
  "NCLH",
  "GSLC",
  "CAH",
  "BKR",
  null,
  "CLPT",
  "FCF",
  null,
  null,
  "NSP",
  "KOP",
  "IDXX",
  "LSTR",
  "IEX",
  "PEG",
  "DHI",
  "AMZN",
  "NEA",
  "OLN",
  "SCHB",
  null,
  null,
  "IVE",
  "HCA",
  null,
  "PFG",
  "SIRI",
  "LUV",
  null,
  null,
  null,
  "HOG",
  null,
  null,
  "HII",
  null,
  "KD",
  "REXR",
  null,
  "UCB",
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "VLO",
  "VEA",
  "VMI",
  "VXUS",
  "VOOG",
  "VBK",
  "VTEB",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VRSN",
  "V",
  "VST",
  "WBD",
  "WMT",
  "WBA",
  "WU",
  "WFC",
  "WELL",
  "WSM",
  "WING",
  "WTW",
  "WMB",
  "WWD",
  null,
  null,
  "YUM",
  "XPO",
  "XYL",
  "IUSG",
  "GTM",
  "SOLV",
  null,
  "GRMN",
  "MTB",
  "FLR",
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "JBHT",
  "LW",
  "MSCI",
  "EIX",
  "NSC",
  "KIM",
  "NOK",
  "LUMN",
  "HST",
  "EMBC",
  "SO",
  "STBA",
  "SJM",
  "OTIS",
  "ONL",
  "PSX",
  "ROL",
  "CRM",
  "NOVA",
  "SYY",
  "DIA",
  "ORI",
  null,
  null,
  "LYV",
  null,
  "TNL",
  "IXUS",
  "LYB",
  null,
  null,
  "IUSV",
  "GEV",
  "MELI",
  "MCK",
  "SPYV",
  "GWW",
  "NTAP",
  "UDR",
  "NUE",
  "EG",
  "FDX",
  null,
  null,
  "AUR",
  "AZO",
  "BAC",
  "OZK",
  "BRK-B",
  "BDX",
  null,
  "BJ",
  "BA",
  "BHF",
  "BMY",
  "BWMN",
  "BRX",
  "CADE",
  "CAL",
  "CZR",
  "CG",
  "CPRI",
  "CARR",
  "CCL",
  "CASY",
  "CNC",
  "CNP",
  "CF",
  "CVX",
  "GTLS",
  "CIEN",
  "CHDN",
  "CMG",
  "CSCO",
  "CLOV",
  "C",
  "CLX",
  "KO",
  "CNO",
  "CMA",
  "COIN",
  "CMCSA",
  "CL",
  "COP",
  "CODI",
  "CLB",
  "CTRA",
  "COST",
  "CTVA",
  "CRWD",
  "CSX",
  "DHR",
  "DE",
  "DVN",
  "DAL",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DFIN",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "MCO",
  "VMC",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 588
Total Value: 722730223
Accession Number: 0001649107-25-000002
Form Type: 13F-HR
CIK: moisand-fitzgerald-tamayo
Manager Name: Moisand-Fitzgerald-Tamayo

Data Enrichment

80% identified

473 identified115 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

588 positions • $722.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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464287408

IVE|464287408

Shares:7.6K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$722.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.3K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$722.7M)

025072323

Shares:25.9K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$722.7M)

25434V781

Shares:42.8K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$722.7M)

78464A300

Shares:15.5K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$722.7M)

464288869

Shares:9.6K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$722.7M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:4.8K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$722.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:8.3K

Value:$991.0K

% of Portfolio:0.1% ($991.0K/$722.7M)

922908611

VBR|922908611

Shares:5.3K

Value:$980.4K

% of Portfolio:0.1% ($980.4K/$722.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.8K

Value:$967.7K

% of Portfolio:0.1% ($967.7K/$722.7M)

464287655

IWM|464287655

Shares:4.6K

Value:$913.7K

% of Portfolio:0.1% ($913.7K/$722.7M)

464288521

Shares:15.3K

Value:$881.3K

% of Portfolio:0.1% ($881.3K/$722.7M)

DEERE & CO

DE|244199105

Shares:1.9K

Value:$879.6K

% of Portfolio:0.1% ($879.6K/$722.7M)

464287804

IJR|464287804

Shares:8.3K

Value:$871.5K

% of Portfolio:0.1% ($871.5K/$722.7M)

922908637

VV|922908637

Shares:3.2K

Value:$823.8K

% of Portfolio:0.1% ($823.8K/$722.7M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.9K

Value:$817.8K

% of Portfolio:0.1% ($817.8K/$722.7M)

464287507

IJH|464287507

Shares:13.0K

Value:$761.0K

% of Portfolio:0.1% ($761.0K/$722.7M)

808524888

Shares:21.1K

Value:$758.8K

% of Portfolio:0.1% ($758.8K/$722.7M)

922908553

VNQ|922908553

Shares:8.1K

Value:$735.1K

% of Portfolio:0.1% ($735.1K/$722.7M)

Walt Disney Co

DIS|254687106

Shares:7.2K

Value:$713.0K

% of Portfolio:0.1% ($713.0K/$722.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVEcusip464287408)	7.6K	QoQ -3.72% (-292) YoY -12.66% (-1.1K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$722.7M)	QoQ -3.87% (-$58.0K) YoY -10.89% (-$176.1K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.3K	QoQ 0.00% (-0) YoY -1.06% (-25)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$722.7M)	QoQ -4.54% (-$62.0K) YoY +5.84% (-$71.9K)
(cusip025072323)✕	25.9K	QoQ -2.09% (-554) YoY -7.46% (-2.1K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$722.7M)	QoQ -12.82% (-$184.4K) YoY -14.46% (-$212.0K)
(cusip25434V781)✕	42.8K	QoQ +0.67% (+287) YoY -0.62% (-271)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$722.7M)	QoQ +10.33% (+$116.7K) YoY +6.42% (-$75.2K)
(cusip78464A300)✕	15.5K	QoQ -4.23% (-686) YoY -19.69% (-3.8K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$722.7M)	QoQ -13.95% (-$197.0K) YoY -24.11% (-$386.3K)
(cusip464288869)✕	9.6K	QoQ -4.27% (-430) YoY -7.69% (-802)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$722.7M)	QoQ -18.57% (-$243.3K) YoY -15.52% (-$196.1K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	4.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$722.7M)	QoQ -0.46% (-$4.7K) YoY -1.77% (-$18.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	8.3K	QoQ 0.00% (+0) YoY -0.46% (-39)	All Managers (Combined)	$991.0K	0.1% ($991.0K/$722.7M)	QoQ +10.56% (+$94.7K) YoY +1.83% (-$17.9K)
(VBRcusip922908611)	5.3K	QoQ -1.31% (-70) YoY -5.06% (-281)	All Managers (Combined)	$980.4K	0.1% ($980.4K/$722.7M)	QoQ -7.22% (-$76.4K) YoY -7.83% (-$83.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.8K	QoQ +21.05% (+316) YoY +30.53% (+425)	All Managers (Combined)	$967.7K	0.1% ($967.7K/$722.7M)	QoQ +42.23% (+$287.3K) YoY +65.31% (+$382.3K)
(IWMcusip464287655)	4.6K	QoQ -1.35% (-63) YoY -4.42% (-212)	All Managers (Combined)	$913.7K	0.1% ($913.7K/$722.7M)	QoQ -10.94% (-$112.3K) YoY -9.33% (-$94.1K)
(cusip464288521)✕	15.3K	QoQ -2.27% (-356) YoY -54.83% (-18.6K)	All Managers (Combined)	$881.3K	0.1% ($881.3K/$722.7M)	QoQ -1.77% (-$16.0K) YoY -51.64% (-$941.1K)
DEERE & CO(DEcusip244199105)	1.9K	QoQ -5.54% (-110) YoY -5.73% (-114)	All Managers (Combined)	$879.6K	0.1% ($879.6K/$722.7M)	QoQ +4.63% (-$38.9K) YoY +7.71% (-$63.0K)
(IJRcusip464287804)	8.3K	QoQ -6.86% (-614) YoY -0.93% (-79)	All Managers (Combined)	$871.5K	0.1% ($871.5K/$722.7M)	QoQ -15.47% (-$159.5K) YoY -6.27% (-$58.3K)
(VVcusip922908637)	3.2K	QoQ -1.04% (-34) YoY -3.63% (-121)	All Managers (Combined)	$823.8K	0.1% ($823.8K/$722.7M)	QoQ -5.69% (-$49.8K) YoY +3.30% (-$26.3K)
JOHNSON & JOHNSON(JNJcusip478160104)	4.9K	QoQ -2.06% (-104) YoY -4.75% (-246)	All Managers (Combined)	$817.8K	0.1% ($817.8K/$722.7M)	QoQ +12.30% (-$89.6K) YoY -0.14% (-$1.2K)
(IJHcusip464287507)	13.0K	QoQ -6.75% (-945) YoY -9.28% (-1.3K)	All Managers (Combined)	$761.0K	0.1% ($761.0K/$722.7M)	QoQ -12.68% (-$110.6K) YoY -12.85% (-$112.3K)
(cusip808524888)✕	21.1K	QoQ -2.44% (-531) YoY -9.24% (-2.2K)	All Managers (Combined)	$758.8K	0.1% ($758.8K/$722.7M)	QoQ +1.95% (-$14.5K) YoY -9.04% (-$75.4K)
(VNQcusip922908553)	8.1K	QoQ -0.66% (-54) YoY -16.76% (-1.6K)	All Managers (Combined)	$735.1K	0.1% ($735.1K/$722.7M)	QoQ +0.96% (-$7.0K) YoY -12.85% (-$108.4K)
Walt Disney Co(DIScusip254687106)	7.2K	QoQ +0.24% (-18) YoY +0.78% (-56)	All Managers (Combined)	$713.0K	0.1% ($713.0K/$722.7M)	QoQ -11.13% (-$89.3K) YoY -18.69% (-$164.0K)