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Latigo Investments, LLC Top Holdings and 13F Report (2025)

About Latigo Investments, LLC

Investment Activity

  • Latigo Investments, LLC has $196.60 million in total holdings as of December 31, 2024.
  • Latigo Investments, LLC owns shares of 18 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • About 1.08% of the portfolio was sold this quarter.
  • This quarter, Latigo Investments, LLC has purchased 19 new stocks and bought additional shares in 0 stocks.
  • Latigo Investments, LLC sold shares of 1 stock and completely divested from 1 stock this quarter.

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLatigo Investments, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$29,392,4450.0%108,98215.0%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$23,429,6890.0%80,84511.9%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$21,064,1900.0%278,59010.7%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$14,679,5450.0%306,9757.5%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$13,709,8410.0%42,5567.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$12,683,4480.0%74,9176.5%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$11,163,3410.0%50,5225.7%Finance
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$8,892,8720.0%110,7874.5%ETF
FlexShares Global Upstream Natural Resources Index Fund stock logo
GUNR
FlexShares Global Upstream Natural Resources Index Fund
$8,362,8000.0%230,0004.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$8,280,6270.0%20,1764.2%ETF
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$7,517,8790.0%105,8263.8%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$7,369,6280.0%30,6713.7%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$6,496,443$59 0.0%110,2403.3%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$6,322,1860.0%70,9723.2%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$6,243,7360.0%10,9623.2%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$4,496,6540.0%74,0192.3%ETF
SPROTT PHYSICAL GOLD TR
$4,312,6590.0%214,1342.2%UNIT
Fidelis Insurance Holdings Limited stock logo
FIHL
Fidelis Insurance
$2,179,4250.0%120,2111.1%Finance
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$0$2,119,150 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data