Navigoe, LLC
Q2 2025 13F Holdings
- Locationredondo beach, CA
- Num holdings
181
- Value ($000)
$132
- Date Filed08/14/2025
- Form type13F-HR
- CIK0002056100
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $16.74K | 13 % | 390,936 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $13.29K | 10 % | 314,338 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $12.39K | 9 % | 229,601 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $10.61K | 8 % | 250,392 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $9.54K | 7 % | 324,062 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $6.48K | 5 % | 101,706 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $5.90K | 5 % | 200,046 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.69K | 4 % | 9,163 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $4.25K | 3 % | 46,651 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $4.17K | 3 % | 61,154 |
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