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NAVIGOE, LLC
NAVIGOE, LLC
Latest filing: 2026-06-30
NAVIGOE, LLC runs NAVIGOE, LLC and currently holds 396 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $191.24M. Their top holdings are DFIV, DFUV, DFAU, DFAT, DFSV. The top five represent 44.1% of reported portfolio weight. NAVIGOE, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, NAVIGOE, LLC initiated 12 new positions. They added to 53 existing positions. They trimmed 9 positions. Their current best-performing preview position is INTC with returns of +238.75%.
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396 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFIV DIMENSIONAL ETF TRUST | 10.80% | $35.55 | $58.30 | +63.98% | Trimmed -0.57% |
 DFUV DIMENSIONAL ETF TRUST | 9.16% | $41.15 | $57.42 | +39.54% | Trimmed -0.93% |
 DFAU DIMENSIONAL ETF TRUST | 8.55% | $41.61 | $53.04 | +27.46% | Added +4.87% |
 DFAT DIMENSIONAL ETF TRUST | 8.07% | $55.66 | $71.70 | +28.82% | Trimmed -0.31% |
 DFSV DIMENSIONAL ETF TRUST | 7.57% | $30.45 | $40.29 | +32.30% | Added +2.20% |
 IVV ISHARES TR | 4.99% | $610.65 | $769.30 | +25.98% | Added +3.93% |
 DIHP DIMENSIONAL ETF TRUST | 4.96% | $28.77 | $35.75 | +24.24% | Added +4.98% |
 DFAS DIMENSIONAL ETF TRUST | 4.11% | $65.10 | $83.03 | +27.54% | Trimmed -0.67% |
 AVUV AMERICAN CENTY ETF TR | 3.95% | $95.52 | $126.43 | +32.36% | Added +3.06% |
 DFCF DIMENSIONAL ETF TRUST | 3.49% | $41.82 | $41.48 | -0.81% | Added +2.75% |
Showing 1-10 of 396