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Moisand Fitzgerald Tamayo, LLC Buys Schwab Short-Term U.S. Treasury, Schwab Intermediate-Term U.S. Treasury, iShares Core S&P Small-Cap, Sells Schwab US Aggregate Bond, SPDR DJ Wilshire REIT

Investment company Moisand Fitzgerald Tamayo, LLC buys Schwab Short-Term U.S. Treasury, Schwab Intermediate-Term U.S. Treasury, iShares Core S&P Small-Cap, Obalon Therapeutics Inc, Harris Corp, sells Schwab US Aggregate Bond, SPDR DJ Wilshire REIT during the 3-months ended 2017-03-31, according to the most recent filings of the investment company, Moisand Fitzgerald Tamayo, LLC. As of 2017-03-31, Moisand Fitzgerald Tamayo, LLC owns 61 stocks with a total value of $139 million. These are the details of the buys and sells.

For the details of Moisand Fitzgerald Tamayo, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Moisand+Fitzgerald+Tamayo%2C+LLC

These are the top 5 holdings of Moisand Fitzgerald Tamayo, LLC
  1. Vanguard S&P 500 (VOO) - 93,127 shares, 14.52% of the total portfolio. Shares reduced by 1.05%
  2. iShares Core S&P 500 (IVV) - 66,177 shares, 11.32% of the total portfolio. Shares added by 9.22%
  3. Schwab U.S. Mid Cap (SCHM) - 211,010 shares, 7.2% of the total portfolio. Shares added by 1.01%
  4. Schwab International Equity (SCHF) - 258,529 shares, 5.57% of the total portfolio. Shares reduced by 1.21%
  5. Schwab U.S. REIT (SCHH) - 177,471 shares, 5.22% of the total portfolio. Shares added by 9.42%
New Purchase: Obalon Therapeutics Inc (OBLN)

Moisand Fitzgerald Tamayo, LLC initiated holdings in Obalon Therapeutics Inc. The purchase prices were between $8.91 and $11.42, with an estimated average price of $9.82. The stock is now traded at around $11.01. The impact to the portfolio due to this purchase was 0.26%. The holdings were 9,362 shares as of 2017-03-31.

New Purchase: Harris Corp (HRS)

Moisand Fitzgerald Tamayo, LLC initiated holdings in Harris Corp. The purchase prices were between $99.99 and $112.55, with an estimated average price of $106.94. The stock is now traded at around $110.51. The impact to the portfolio due to this purchase was 0.15%. The holdings were 1,904 shares as of 2017-03-31.

Added: Schwab Short-Term U.S. Treasury (SCHO)

Moisand Fitzgerald Tamayo, LLC added to the holdings in Schwab Short-Term U.S. Treasury by 31.64%. The purchase prices were between $50.3 and $50.54, with an estimated average price of $50.43. The stock is now traded at around $50.41. The impact to the portfolio due to this purchase was 0.8%. The holdings were 91,766 shares as of 2017-03-31.

Added: Schwab Intermediate-Term U.S. Treasury (SCHR)

Moisand Fitzgerald Tamayo, LLC added to the holdings in Schwab Intermediate-Term U.S. Treasury by 23.48%. The purchase prices were between $53.01 and $53.87, with an estimated average price of $53.46. The stock is now traded at around $53.77. The impact to the portfolio due to this purchase was 0.64%. The holdings were 87,290 shares as of 2017-03-31.

Added: iShares Core S&P Small-Cap (IJR)

Moisand Fitzgerald Tamayo, LLC added to the holdings in iShares Core S&P Small-Cap by 90.28%. The purchase prices were between $67.46 and $140.6, with an estimated average price of $82.1. The stock is now traded at around $69.50. The impact to the portfolio due to this purchase was 0.28%. The holdings were 12,037 shares as of 2017-03-31.

Sold Out: Schwab US Aggregate Bond (SCHZ)

Moisand Fitzgerald Tamayo, LLC sold out the holdings in Schwab US Aggregate Bond. The sale prices were between $51.13 and $52, with an estimated average price of $51.62.



Here is the complete portfolio of Moisand Fitzgerald Tamayo, LLC. Also check out:

1. Moisand Fitzgerald Tamayo, LLC's Undervalued Stocks
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3. Moisand Fitzgerald Tamayo, LLC's High Yield stocks
4. Stocks that Moisand Fitzgerald Tamayo, LLC keeps buying

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