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Portfolio (Quarterly) Guide ↗

Navigoe, LLC

· CIK 0002056100
13F Portfolio $191M AUM 1,224 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1007 New 113 Added 8 Reduced 11 Exited
Page 1 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAU DIMENSIONAL ETF TRUST 316,252.0 $16.3M 8.55% +15K +4.9% $51.69 +2.4%
2 DFSV DIMENSIONAL ETF TRUST 373,205.0 $14.5M 7.57% +8K +2.2% $38.79 +2.5%
3 IVV ISHARES TR 12,752.0 $9.5M 4.99% +482.0 +3.9% $748.82 +2.8%
4 DIHP DIMENSIONAL ETF TRUST 278,019.0 $9.5M 4.96% +13K +5.0% $34.12 +3.1%
5 AVUV AMERICAN CENTY ETF TR 60,499.0 $7.5M 3.95% +2K +3.1% $124.75 +0.0%
6 DFCF DIMENSIONAL ETF TRUST 157,994.0 $6.7M 3.49% +4K +2.7% $42.20 -1.8%
7 AVIV AMERICAN CENTY ETF TR 77,617.0 $6.0M 3.14% +4K +5.7% $77.42 +6.9%
8 DFAE DIMENSIONAL ETF TRUST 144,950.0 $5.8M 3.05% +3K +2.0% $40.21 -1.4%
9 DISV DIMENSIONAL ETF TRUST 128,427.0 $5.2M 2.69% +2K +1.2% $40.12 +11.0%
10 AVLV AMERICAN CENTY ETF TR 56,347.0 $5.1M 2.69% +749.0 +1.4% $91.20 +2.9%
11 AAPL APPLE INC Technology 17,530.0 $5.1M 2.65% +972.0 +5.9% $289.33 +9.1%
12 DUSB DIMENSIONAL ETF TRUST 89,744.0 $4.6M 2.38% +15K +20.7% $50.78 -0.1%
13 AVEM AMERICAN CENTY ETF TR 34,645.0 $3.3M 1.75% +826.0 +2.4% $96.46 -2.2%
14 AVSF AMERICAN CENTY ETF TR 71,760.0 $3.3M 1.75% +12K +20.2% $46.56 -0.6%
15 AVDV AMERICAN CENTY ETF TR 22,594.0 $2.3M 1.22% +542.0 +2.5% $103.04 +8.9%
16 GOOG ALPHABET INC 2,179.0 $769K 0.40% +179.0 +8.9% $352.91
17 DFSD DIMENSIONAL ETF TRUST 15,501.0 $740K 0.39% +416.0 +2.8% $47.74 -1.0%
18 NVDA NVIDIA CORPORATION Technology 2,045.0 $409K 0.21% +300.0 +17.2% $200.00 +9.5%
19 JPM JPMORGAN CHASE & CO Financial Services 750.0 $245K 0.13% +24.0 +3.3% $326.67 +8.9%
20 RTX RTX CORPORATION Industrials 1,118.0 $212K 0.11% +9.0 +0.8% $189.62 +10.1%
Page 1 of 6  ·  113 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.2%
Communication Services 11.4%
Healthcare 10.5%
Consumer Cyclical 9.8%
Financial Services 8.7%
Industrials 7.3%
Energy 3.3%
Utilities 3.1%
Consumer Defensive 2.3%
Basic Materials 0.8%