Latigo Investments

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

Past Filings by Latigo Investments

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