StockDriftsStockDriftsTop 50 Moisand Fitzgerald Tamayo, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 15.07% | 3.60M | $140.2M | -0.78%(-28.39K) | $27.73(+47.40%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 11.77% | 1.36M | $109.5M | +19.28%(+219.61K) | $62.40(+40.04%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 10.43% | 3.90M | $97.1M | +6.59%(+240.94K) | $25.17(-1.82%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 10.23% | 3.92M | $95.2M | +6.82%(+250.42K) | $24.33(-0.69%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 7.51% | 632.8K | $69.9M | -1.97%(-12.70K) | $75.28(+59.62%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 7.42% | 970.4K | $69.0M | +0.40%(+3.83K) | $53.95(+44.15%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 4.06% | 378.2K | $37.8M | -5.10%(-20.34K) | $60.80(+74.51%) | 2026-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 3.67% | 1.44M | $34.2M | +6.33%(+86.02K) | $22.52(+14.09%) | 2026-03-31 | |
| AVMV | AMERICAN CENTY ETF TR | 3.55% | 444.7K | $33.0M | +0.17%(+740) | $62.33(+26.32%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.84% | 544.6K | $26.4M | -2.15%(-11.98K) | $31.60(+64.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.90% | +36.40% |
| Top 20 Holdings Unweighted | +11.40% | +38.24% |
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