Latigo Investments

Latest statistics and disclosures from Latigo Investments's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VV, EFA, VTI, VEA, IWB, and represent 51.02% of Latigo Investments's stock portfolio.
  • Added to shares of these 1 stock: IWM.
  • Reduced shares in these 4 stocks: VUG, SCHC, , VTV.
  • Sold out of its position in MCHI.
  • Latigo Investments was a net seller of stock by $-3.7M.
  • Latigo Investments has $205M in assets under management (AUM), dropping by 4.82%.
  • Central Index Key (CIK): 0001914668

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Portfolio Holdings for Latigo Investments

Latigo Investments holds 19 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 14.0 $29M 109k 263.29
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Ishares Tr Msci Eafe Etf (EFA) 11.4 $23M 279k 83.63
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Vanguard Index Fds Total Stk Mkt (VTI) 11.2 $23M 81k 283.16
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.9 $16M 307k 52.81
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Ishares Tr Rus 1000 Etf (IWB) 6.5 $13M 43k 314.39
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Vanguard Index Fds Value Etf (VTV) 6.4 $13M 75k 174.57
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Ishares Tr Russell 2000 Etf (IWM) 5.5 $11M +21% 51k 220.89
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Flexshares Tr Mornstar Upstr (GUNR) 4.6 $9.5M 230k 41.25
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.5 $9.3M 111k 83.75
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 4.1 $8.3M 106k 78.39
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Vanguard Index Fds Growth Etf (VUG) 3.8 $7.7M -21% 20k 383.91
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Vanguard Index Fds Small Cp Etf (VB) 3.6 $7.3M 31k 237.21
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.5 $7.1M 110k 64.74
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Vanguard Index Fds Real Estate Etf (VNQ) 3.4 $6.9M 71k 97.42
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 3.0 $6.2M 11k 569.66
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Ishares Tr Eafe Sml Cp Etf (SCZ) 2.4 $5.0M 74k 67.70
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Sprott Physical Gold Tr Unit (PHYS) 2.1 $4.4M 214k 20.38
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Fidelis Insurance Holdings L (FIHL) 1.1 $2.2M 120k 18.06
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.0 $2.1M -48% 55k 38.53
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Past Filings by Latigo Investments

SEC 13F filings are viewable for Latigo Investments going back to 2021