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 49.38% of Latigo Investments's stock portfolio.
  • Added to shares of these 6 stocks: VCIT (+$8.3M), VV, VEA, VNQ, VB, VPL.
  • Started 1 new stock position in VCIT.
  • Reduced shares in these 1 stock: VUG.
  • Latigo Investments was a net buyer of stock by $8.0M.
  • Latigo Investments has $164M in assets under management (AUM), dropping by 0.79%.
  • Central Index Key (CIK): 0001914668

Tip: Access up to 7 years of quarterly data

Positions held by Latigo Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Latigo Investments

Latigo Investments holds 19 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 12.9 $21M 108k 195.69
 View chart
Ishares Tr Msci Eafe Etf (EFA) 11.7 $19M 279k 68.92
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 10.5 $17M 81k 212.41
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.1 $13M 303k 43.72
 View chart
Vanguard Index Fds Value Etf (VTV) 6.3 $10M 75k 137.93
 View chart
Ishares Tr Rus 1000 Etf (IWB) 6.1 $10M 43k 234.91
 View chart
Flexshares Tr Mornstar Upstr (GUNR) 5.7 $9.3M 230k 40.44
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.0 $8.3M NEW 109k 75.79
 View chart
Ishares Tr Russell 2000 Etf (IWM) 4.5 $7.3M 42k 176.74
 View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 4.3 $7.0M 105k 66.88
 View chart
Vanguard Index Fds Growth Etf (VUG) 4.3 $7.0M -7% 26k 272.31
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.6 $5.9M 110k 53.52
 View chart
Vanguard Index Fds Small Cp Etf (VB) 3.5 $5.8M 30k 189.07
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 3.3 $5.4M 71k 75.66
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 3.0 $5.0M 11k 456.64
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 2.5 $4.2M 74k 56.47
 View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.1 $3.5M 108k 32.25
 View chart
Sprott Physical Gold Tr Unit (PHYS) 1.9 $3.1M 214k 14.32
 View chart
Ishares Tr Msci China Etf (MCHI) 0.9 $1.6M 36k 43.29
 View chart

Past Filings by Latigo Investments

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