Latest statistics and disclosures from Latigo Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, VTI, VV, EFA, GUNR, and represent 56.62% of Latigo Investments's stock portfolio.
- Added to shares of these 2 stocks: VPL, SCHC.
- Started 1 new stock positions in SCHC.
- Reduced shares in these 2 stocks: VNQI, SCZ.
- Sold out of its positions in VNQI.
- Latigo Investments was a net seller of stock by $-1.2M.
- Latigo Investments has $121M in assets under management (AUM), dropping by -16.21%.
- Central Index Key (CIK): 0001914668
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Portfolio Holdings for Latigo Investments
Latigo Investments holds 16 positions in its portfolio as reported in the June 2022 quarterly 13F filing
|Company (Ticker)||Portfolio Weight||Valued At||Change in Shares||Share Count||Share Price|
|Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)||16.7||$20M||492k||40.80|
|Vanguard Index Fds Total Stk Mkt (VTI)||12.7||$15M||81k||188.62|
|Vanguard Index Fds Large Cap Etf (VV)||12.0||$15M||84k||172.35|
|Ishares Tr Msci Eafe Etf (EFA)||7.7||$9.3M||149k||62.49|
|Flexshares Tr Mornstar Upstr (GUNR)||7.6||$9.1M||230k||39.67|
|Ishares Tr Rus 1000 Etf (IWB)||7.3||$8.8M||43k||207.75|
|Ishares Tr Russell 2000 Etf (IWM)||5.8||$7.0M||42k||169.36|
|Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)||5.4||$6.5M||+78%||102k||63.48|
|Vanguard Index Fds Real Estate Etf (VNQ)||5.1||$6.2M||68k||91.11|
|Vanguard Index Fds Value Etf (VTV)||4.1||$4.9M||37k||131.89|
|Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)||3.8||$4.5M||11k||413.52|
|Vanguard Index Fds Small Cp Etf (VB)||3.3||$3.9M||22k||176.12|
|Ishares Tr Eafe Sml Cp Etf (SCZ)||2.8||$3.4M||-42%||62k||54.58|
|Sprott Physical Gold Tr Unit (PHYS)||2.5||$3.0M||214k||14.18|
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|Schwab Strategic Tr Intl Sceqt Etf (SCHC)||2.2||$2.6M||NEW||84k||31.23|
|Vanguard Index Fds Sm Cp Val Etf (VBR)||1.1||$1.3M||8.9k||149.82|