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Portfolio (Quarterly) Guide ↗

Navigoe, LLC

· CIK 0002056100
13F Portfolio $169M AUM 228 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 20 Added 29 Reduced 49 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFUV DIMENSIONAL ETF TRUST 321,287.0 $15.6M 9.20% +3K +1.0% $48.46 +10.8%
2 DFAU DIMENSIONAL ETF TRUST 301,570.0 $13.6M 8.04% +12K +4.0% $45.12 +14.5%
3 DFSV DIMENSIONAL ETF TRUST 365,165.0 $12.8M 7.56% +8K +2.3% $35.04 +7.9%
4 DIHP DIMENSIONAL ETF TRUST 264,833.0 $8.5M 5.04% +8K +3.1% $32.22 +6.5%
5 IVV ISHARES TR 12,270.0 $8.0M 4.73% +1K +12.5% $653.14 +15.5%
6 DFCF DIMENSIONAL ETF TRUST 153,773.0 $6.5M 3.83% +30K +24.1% $42.22 -0.2%
7 AVUV AMERICAN CENTY ETF TR 58,700.0 $6.5M 3.83% +3K +4.5% $110.46 +9.9%
8 AVIV AMERICAN CENTY ETF TR 73,410.0 $5.5M 3.24% +3K +4.8% $74.83 +7.0%
9 DISV DIMENSIONAL ETF TRUST 126,924.0 $5.0M 2.96% +5K +3.7% $39.43 +8.0%
10 DFAE DIMENSIONAL ETF TRUST 142,038.0 $4.8M 2.84% +5K +3.7% $33.86 +19.6%
11 DUSB DIMENSIONAL ETF TRUST 74,378.0 $3.8M 2.23% +22K +42.2% $50.70 +0.1%
12 AVSF AMERICAN CENTY ETF TR 59,698.0 $2.8M 1.65% +11K +21.9% $46.79 -0.4%
13 AVEM AMERICAN CENTY ETF TR 33,819.0 $2.7M 1.61% +2K +4.9% $80.58 +20.3%
14 KBH KB HOME Consumer Cyclical 8,278.0 $428K 0.25% +4K +85.7% $51.70 -4.8%
15 IGSB ISHARES TR 4,254.0 $223K 0.13% +189.0 +4.7% $52.42 -0.0%
16 DFNM DIMENSIONAL ETF TRUST 4,309.0 $206K 0.12% +227.0 +5.6% $47.81 +0.5%
17 D DOMINION ENERGY INC Utilities 2,089.0 $129K 0.08% +2K +254.7% $61.75 +8.9%
18 NVTS NAVITAS SEMICONDUCTOR CORP Technology 275.0 $2K 0.00% +4.0 +1.5% $7.27 +337.1%
19 URA GLOBAL X FDS 31.0 $1K 0.00% +1.0 +3.3% $32.26 +57.7%
20 NLR VANECK ETF TRUST 14.0 $1K 0.00% +1.0 +7.7% $71.43 +88.5%

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 39.3%
Communication Services 17.9%
Healthcare 11.4%
Consumer Cyclical 8.1%
Financial Services 6.8%
Industrials 5.4%
Energy 4.8%
Utilities 2.9%
Consumer Defensive 2.1%
Basic Materials 0.8%