Navigoe, LLC - Portfolio overview

Navigoe, LLC has 269 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFIV - DIMENSIONAL ETF TRUST, 11.99%
2. DFUV - DIMENSIONAL ETF TRUST, 9.19%
3. DFAT - DIMENSIONAL ETF TRUST, 8.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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