Latigo Investments

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

  • Top 5 stock holdings are VV, EFA, VTI, VEA, VTV, and represent 51.80% of Latigo Investments's stock portfolio.
  • Added to shares of these 6 stocks: VTV (+$11M), VXUS (+$6.2M), VUG, VEA, VPL, VB.
  • Started 2 new stock positions in VXUS, VTV.
  • Reduced shares in these 1 stocks: VV.
  • Latigo Investments was a net buyer of stock by $19M.
  • Latigo Investments has $163M in assets under management (AUM), dropping by 17.15%.
  • Central Index Key (CIK): 0001914668

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Portfolio Holdings for Latigo Investments

Latigo Investments holds 18 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 13.4 $22M -4% 108k 202.72
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Ishares Tr Msci Eafe Etf (EFA) 12.4 $20M 279k 72.50
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Vanguard Index Fds Total Stk Mkt (VTI) 10.9 $18M 81k 220.28
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.6 $14M 302k 46.18
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Vanguard Index Fds Value Etf (VTV) 6.5 $11M NEW 75k 142.10
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Ishares Tr Rus 1000 Etf (IWB) 6.4 $10M 43k 243.74
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Flexshares Tr Mornstar Upstr (GUNR) 5.7 $9.2M 230k 40.07
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Vanguard Index Fds Growth Etf (VUG) 4.8 $7.8M +45% 28k 282.96
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Ishares Tr Russell 2000 Etf (IWM) 4.8 $7.8M 42k 187.27
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 4.5 $7.3M 105k 69.72
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.8 $6.2M NEW 110k 56.08
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Vanguard Index Fds Small Cp Etf (VB) 3.7 $6.0M 30k 198.89
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Vanguard Index Fds Real Estate Etf (VNQ) 3.6 $5.9M 70k 83.56
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 3.2 $5.2M 11k 478.91
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Ishares Tr Eafe Sml Cp Etf (SCZ) 2.7 $4.4M 74k 58.98
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.2 $3.6M 108k 33.77
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Sprott Physical Gold Tr Unit (PHYS) 2.0 $3.2M 214k 14.92
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Ishares Tr Msci China Etf (MCHI) 1.0 $1.6M 36k 44.74
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Past Filings by Latigo Investments

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