Analyzing Moisand Fitzgerald Tamayo, LLC's Q3 vs. Q4 2022 Portfolio Changes: ETFs and Company Holdings.

Moisand Fitzgerald Tamayo, LLC recently released their Q3 2022 and Q4 2022 13F Holdings Comparison CSV. This CSV contains a wealth of information about the changes in holdings of this fund. In the following blog post, we will analyze the data, summarize the changes, and discuss their potential implications.

Overall, the CSV shows that Moisand Fitzgerald Tamayo, LLC made several significant changes to their portfolio between Q3 and Q4 2022. The total value of their portfolio increased from $2.03 billion in Q3 to $2.20 billion in Q4, representing an 8.3% increase. Let's take a closer look at the individual holdings.

Firstly, the fund increased its holdings in Dimensional ETF Trust's DFAI and DFAS, American Century ETF Trust's AVUV and AVDV, and Schwab Strategic Trust's SCHR and SCHH. These increases range from 7% to 81.1% and signify a bullish outlook on these ETFs.

On the other hand, the fund decreased its holdings in Schwab Strategic Trust's SCHA and SCHF, Spdr Ser Tr's SLYV and SPSM, and iShares' EFA. These decreases range from -22.3% to -27.8% and signify a bearish outlook on these ETFs.

It's worth noting that the fund also acquired new positions in several ETFs, including Vanguard Index Fds' VTI, iShares' IJR and IJH, and Spdr Ser Tr's SPYV. These new positions indicate that the fund may have identified new opportunities for growth and returns.

One of the most interesting aspects of this CSV is the change in holdings for specific companies. Moisand Fitzgerald Tamayo, LLC significantly increased its holdings in Exxon Mobil Corp (XOM), Microsoft Corp (MSFT), and Deere & Co (DE), with percentage increases ranging from 29.9% to 45.8%. These increases suggest that the fund is bullish on these companies and believes they are well-positioned for future growth.

Moreover, there were several decreases in holdings for particular companies. The fund decreased its holdings in Coca-Cola Co (KO) and Disney Walt Co (DIS) by -4.4% and -11.6%, respectively. These decreases may be due to a shift in the fund's strategy or concerns about the future performance of these companies.

Finally, Moisand Fitzgerald Tamayo, LLC reported a new position in Berkshire Hathaway Inc Del (BRK-B), showing an 11.5% increase in holdings compared to Q3 2022. This increase suggests that the fund is bullish on Warren Buffet's company and sees growth potential in the near future.

In conclusion, the Moisand Fitzgerald Tamayo, LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison CSV provides valuable insights into the fund's portfolio changes. The data suggests that the fund is bullish on several ETFs and companies, while also being cautious about certain investments. By monitoring these changes, investors can gain a better understanding of the fund's investment strategy and potential returns in the future.