$131 Million is the total value of Latigo Investments, LLC's 16 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $19,529,562 | +7.0% | 112,110 | +0.5% | 14.90% | -3.1% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $12,508,571 | +16.8% | 298,036 | +1.2% | 9.54% | +5.8% |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $6,667,497 | +13.8% | 103,613 | +1.6% | 5.09% | +3.1% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $5,720,483 | +4.3% | 69,356 | +1.4% | 4.36% | -5.5% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $5,518,681 | +8.0% | 30,068 | +0.5% | 4.21% | -2.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 15.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 13.0% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 16.8% |
| ISHARES TR | 8 | Q3 2023 | 14.3% |
| ISHARES TR | 8 | Q3 2023 | 7.5% |
| FLEXSHARES TR | 8 | Q3 2023 | 7.6% |
| ISHARES TR | 8 | Q3 2023 | 6.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 5.2% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 5.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 4.3% |
View Latigo Investments, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-30 |
| 13F-HR/A | 2022-11-14 |
| 13F-HR/A | 2022-11-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-04 |
View Latigo Investments, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.