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 49.74% of Latigo Investments's stock portfolio.
  • Added to shares of these 7 stocks: FIHL, VV, VEA, VCIT, VPL, VB, VNQ.
  • Started 1 new stock position in FIHL.
  • Latigo Investments was a net buyer of stock by $3.0M.
  • Latigo Investments has $195M in assets under management (AUM), dropping by 18.74%.
  • 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 20 positions in its portfolio as reported in the March 2024 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 $26M 109k 239.76
 View chart
Ishares Tr Msci Eafe Etf (EFA) 11.4 $22M 279k 79.86
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 10.8 $21M 81k 259.90
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.9 $15M 307k 50.17
 View chart
Ishares Tr Rus 1000 Etf (IWB) 6.3 $12M 43k 288.03
 View chart
Vanguard Index Fds Value Etf (VTV) 6.3 $12M 75k 162.86
 View chart
Flexshares Tr Mornstar Upstr (GUNR) 4.8 $9.4M 230k 41.07
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.5 $8.9M 110k 80.51
 View chart
Vanguard Index Fds Growth Etf (VUG) 4.5 $8.9M 26k 344.20
 View chart
Ishares Tr Russell 2000 Etf (IWM) 4.5 $8.7M 42k 210.30
 View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 4.1 $8.0M 106k 76.03
 View chart
Vanguard Index Fds Small Cp Etf (VB) 3.6 $7.0M 31k 228.59
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.4 $6.6M 110k 60.30
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 3.1 $6.1M 71k 86.48
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 3.1 $6.1M 11k 556.40
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 2.4 $4.7M 74k 63.33
 View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.0 $3.8M 108k 35.80
 View chart
Sprott Physical Gold Tr Unit (PHYS) 1.9 $3.7M 214k 17.30
 View chart
Fidelis Insurance Holdings L (FIHL) 1.2 $2.3M NEW 120k 19.48
 View chart
Ishares Tr Msci China Etf (MCHI) 0.7 $1.4M 36k 39.73
 View chart

Past Filings by Latigo Investments

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