Moisand Fitzgerald Tamayo’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio BOXX Stock Details BOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.23M	Buy	53,170 +2,187	+4%	+$255K	0.61%	18
2026 Q1	$5.93M	Buy	50,983 +8,395	+20%	+$971K	0.64%	17
2025 Q4	$4.9M	Buy	42,588 +22,212	+109%	+$2.54M	0.55%	19
2025 Q3	$2.32M	Buy	20,376 +17,181	+538%	+$1.95M	0.27%	36
2025 Q2	$360K	Hold	3,195	–	–	0.05%	86
2025 Q1	$356K	Sell	3,195 -30	-0.9%	-$3.33K	0.05%	85
2024 Q4	$356K	Buy	3,225 +126	+4%	+$13.8K	0.05%	83
2024 Q3	$338K	Hold	3,099	–	–	0.05%	87
2024 Q2	$334K	Buy	3,099 +193	+7%	+$20.7K	0.05%	83
2024 Q1	$309K	Buy	+2,906	New	+$307K	0.05%	85

Other funds holding BOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return