Equal-WT
WhaleScore 2.0
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Moisand Fitzgerald Tamayo is based out of Orlando. Moisand Fitzgerald Tamayo is a large advisory firm with 796 clients and discretionary assets under management (AUM) of $893,470,419 (Form ADV from 2023-05-15). Their last reported 13F filing for Q1 2024 included $653,805,398 in managed 13F securities
and a top 10 holdings concentration of 64.81%. Moisand Fitzgerald Tamayo's largest holding is Dimensional International Core Equity Market ETF- with shares held of 3,333,486. Whalewisdom has at least 35 13F filings
2024-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| AVLV Avantis U.S. Large C | 1.71% |
| BSV VANGUARD SHORT-TERM | 1.59% |
| BIV VANGUARD INTERMEDIAT | 1.53% |
| SCHO Schwab Short-Term U. | 0.87% |
| BOXX Alpha Architect 1-3 | 0.05% |
2024-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| SPLG SSgA SPDR Russell 10 | 0.63% |
| SPTI SPDR Bloomberg Barcl | 0.32% |
| DFUV Dimensional US Marke | 0.22% |
| USRT BTC iShares Real Est | 0.22% |
| VOO VANGUARD 500 INDEX F | 0.21% |
2024-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| DFAI Dimensional Internat | 15.41% |
| DFAS Dimensional U.S. Sma | 8.01% |
| AVUV Avantis U.S. Small C | 7.55% |
| AVLV Avantis U.S. Large C | 7.38% |
| SCHR Schwab Intermediate- | 5.23% |
2024-03-31
13F Activity
| Market Value | $0.65b, Prior: $0.58b |
| New Purchases | 12 stocks |
| Added To | 38 stocks |
| Sold out of | 88 stocks |
| Reduced holdings in | 134 stocks |
| Top 10 Holdings % | 64.81% |
| Turnover %[1] | 17.27% |
| Turnover Alt %[2] | 2.12% |
| Time Held Top 20 | 15.75 quarters |
| Time Held Top 10 | 11.8 quarters |
| Time Held All | 14.04 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-03-31
13F Sector Allocation Over Time
2024-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31