$139 Million is the total value of Latigo Investments, LLC's 16 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $21,025,279 | +7.7% | 112,549 | +0.4% | 15.11% | +1.4% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $13,511,250 | +8.0% | 299,120 | +0.4% | 9.71% | +1.8% |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $7,042,564 | +5.6% | 103,842 | +0.2% | 5.06% | -0.5% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $5,815,623 | +1.7% | 70,034 | +1.0% | 4.18% | -4.2% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $5,723,006 | +3.7% | 30,191 | +0.4% | 4.11% | -2.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-27
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.