$463 Million is the total value of Angeles Investment Advisors, LLC's 102 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CL | Colgate-Palmolive Co | $2,068,000 | +2.5% | 28,138 | 0.0% | 0.45% | -9.9% | |
| MGK | Vanguard Group Inc/Theetf | $1,954,000 | +2.5% | 14,730 | 0.0% | 0.42% | -9.8% | |
| VOE | Vanguard Group Inc/Theetf | $1,231,000 | +1.5% | 10,895 | 0.0% | 0.27% | -10.7% | |
| VOT | Vanguard Group Inc/Theetf | $1,178,000 | -0.8% | 7,955 | 0.0% | 0.25% | -13.0% | |
| VNQ | Vanguard Group Inc/Theetf | $1,082,000 | +6.7% | 11,600 | 0.0% | 0.23% | -6.0% | |
| VWO | Vanguard Group Inc/Theetf | $998,000 | -5.3% | 24,787 | 0.0% | 0.22% | -17.0% | |
| AGG | Blackrocketf | $904,000 | +1.6% | 7,990 | 0.0% | 0.20% | -10.6% | |
| VBR | Vanguard Group Inc/Theetf | $779,000 | -1.3% | 6,045 | 0.0% | 0.17% | -13.4% | |
| VEU | Vanguard Group Inc/Theetf | $603,000 | -2.1% | 12,075 | 0.0% | 0.13% | -13.9% | |
| MGV | Vanguard Group Inc/Theetf | $559,000 | +1.1% | 6,866 | 0.0% | 0.12% | -11.0% | |
| IVV | BlackRock Inc | $426,000 | +1.4% | 1,426 | 0.0% | 0.09% | -10.7% | |
| QQQ | Invesco Ltd | $238,000 | +1.3% | 1,259 | 0.0% | 0.05% | -12.1% | |
| IEFA | BlackRock Inc | $201,000 | -0.5% | 3,290 | 0.0% | 0.04% | -14.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 20 | Q3 2023 | 48.1% |
| VANGUARD WORLD FD | 20 | Q3 2023 | 58.6% |
| State Street Corp | 20 | Q3 2023 | 17.3% |
| State Street Corp | 20 | Q3 2023 | 18.7% |
| ISHARES TR | 20 | Q3 2023 | 4.2% |
| MICROSOFT CORP | 20 | Q3 2023 | 1.8% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 2.2% |
| APPLE INC | 19 | Q3 2023 | 2.1% |
| VANGUARD INDEX FDS | 18 | Q3 2023 | 49.5% |
| VANGUARD INTL EQUITY INDEX F | 18 | Q3 2023 | 6.0% |
View Angeles Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Angeles Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.