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Home > Institutional Investor > Navigate Wealth Management, Llc > Profile

Instuitional Investor - Navigate Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Navigate Wealth Management, Llc
Portfolio Value	$161,400,949

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Tr		191,369	$19,247,876	11.93%
2.	Dimensional Etf Trust	DFAC	318,313	$12,719,803	7.88%
3.	Vanguard Index Fds - S&P 500 ETF SHS		18,576	$12,690,503	7.86%
4.	Dimensional Etf Trust	DFAC	257,060	$10,158,995	6.29%
5.	Vanguard Scottsdale Funds	VCIT	26,535	$8,931,521	5.53%