Navigoe, LLC
Q4 2024 13F Holdings
- Locationredondo beach, CA
- Num holdings
178
- Value ($000)
$102
- Date Filed02/14/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $13.88K | 14 % | 391,160 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $13.18K | 13 % | 322,001 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $12.90K | 13 % | 231,843 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $10.82K | 11 % | 166,322 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $6.97K | 7 % | 172,124 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $6.13K | 6 % | 199,129 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $3.27K | 3 % | 48,947 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $3.25K | 3 % | 78,816 | ||
DFIS DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | $3.12K | 3 % | 126,921 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $2.92K | 3 % | 115,294 |
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