Moisand Fitzgerald Tamayo, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Investment strategies and portfolio holdings are critical factors in determining the success of any financial firm. One such firm, Moisand Fitzgerald Tamayo, LLC, has recently released the comparison between their Q1 2023 and Q2 2023 13F holdings. This comparison sheds light on the changes in their portfolio, revealing valuable insights for investors and financial analysts.

DIMENSIONAL ETF TRUST Dominates the Portfolio

In both Q1 and Q2 2023, the top positions in Moisand Fitzgerald Tamayo, LLC's holdings belonged to DIMENSIONAL ETF TRUST (DFAI and DFAS). DIMENSIONAL ETF TRUST accounted for a significant percentage of the fund's portfolio, with shares increasing from 2,975,584 in Q1 to 3,022,075 in Q2. This increase reflects the fund's confidence in the performance and potential of DIMENSIONAL ETF TRUST.

AMERICAN CENTY ETF TR and SCHWAB STRATEGIC TR Show Strong Growth

Another notable change in Moisand Fitzgerald Tamayo, LLC's holdings is the growth of AMERICAN CENTY ETF TR (AVUV and AVDV) and SCHWAB STRATEGIC TR (SCHR, SCHM, and SCHH) positions. AMERICAN CENTY ETF TR witnessed an increase in shares from 469,938 to 507,757, indicating the fund's bullish outlook on the company's prospects. Similarly, SCHWAB STRATEGIC TR's shares rose from 502,831 to 524,876, reflecting a positive sentiment towards the company's strategic offerings.

VANGUARD INDEX FDS and ISHARES TR Maintain Strong Positions

VANGUARD INDEX FDS (VOO, VTI, VO, VTV, VB, VBR, VONV, VV) and ISHARES TR (IVV, IWB, IVE, IWV, IJR) consistently held strong positions in Moisand Fitzgerald Tamayo, LLC's holdings. These companies have long been known for their stability and impressive performance. Despite minor fluctuations, both VANGUARD INDEX FDS and ISHARES TR continued to be trusted choices for the fund.

DIMENSIONAL ETF TRUST and AMERICAN CENTY ETF TR Show Overall Growth

DIMENSIONAL ETF TRUST and AMERICAN CENTY ETF TR exhibited consistent growth throughout the Q1 and Q2 2023 period. DIMENSIONAL ETF TRUST saw a 3% increase in shares, while AMERICAN CENTY ETF TR experienced a growth of 13.2%. These figures indicate the fund's confidence in the long-term prospects of these companies.

SCHWAB STRATEGIC TR Witnesses Marginal Changes

SCHWAB STRATEGIC TR's positions in Moisand Fitzgerald Tamayo, LLC's portfolio saw marginal changes during the comparison period. While the fund slightly increased its holdings in certain SCHWAB STRATEGIC TR securities, the overall change was relatively small. This could indicate that the fund found other investment opportunities more attractive during this period.

Technology Giants Gain Traction

Technology companies such as APPLE INC (AAPL), MICROSOFT CORP (MSFT), NVIDIA CORPORATION (NVDA), and ORACLE CORP (ORCL) garnered the attention of Moisand Fitzgerald Tamayo, LLC during the Q1 and Q2 2023 period. These companies witnessed notable changes in their holdings, indicating the fund's belief in their ability to offer long-term value.

Conclusion

The Q1 2023 vs. Q2 2023 13F holdings comparison of Moisand Fitzgerald Tamayo, LLC reveals the fund's portfolio adjustments and insights into their investment strategies. DIMENSIONAL ETF TRUST, AMERICAN CENTY ETF TR, VANGUARD INDEX FDS, ISHARES TR, and SCHWAB STRATEGIC TR continue to dominate their holdings while technology giants gain traction. These changes reflect the fund's confidence in the long-term potential of these companies and offer valuable guidance for investors seeking to make informed financial decisions.