| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -200 | -100.0% | 0.00% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -317 | -100.0% | -0.00% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -50 | -100.0% | -0.00% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -100 | -100.0% | -0.00% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -32 | -100.0% | -0.00% | – |
| LENB | Exit | LENNAR CORPcl b | $0 | – | -154 | -100.0% | -0.00% | – |
| ABEV | Exit | AMBEV SAsponsored adr | $0 | – | -12,596 | -100.0% | -0.00% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -348 | -100.0% | -0.00% | – |
| BBD | Exit | BANCO BRADESCO S Asp adr pfd new | $0 | – | -22,511 | -100.0% | -0.01% | – |
| UMC | Exit | UNITED MICROELECTRONICS CORPspon adr new | $0 | – | -18,372 | -100.0% | -0.01% | – |
| CPT | Exit | CAMDEN PPTY TRsh ben int | $0 | – | -2,184 | -100.0% | -0.02% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -5,021 | -100.0% | -0.02% | – |
| CBSH | Exit | COMMERCE BANCSHARES INC | $0 | – | -4,340 | -100.0% | -0.02% | – |
| CIEN | Exit | CIENA CORP | $0 | – | -4,500 | -100.0% | -0.02% | – |
| HOLX | Exit | HOLOGIC INC | $0 | – | -3,155 | -100.0% | -0.02% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -408 | -100.0% | -0.02% | – |
| NET | Exit | CLOUDFLARE INC | $0 | – | -3,410 | -100.0% | -0.02% | – |
| MTCH | Exit | MATCH GROUP INC NEW | $0 | – | -5,452 | -100.0% | -0.02% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -1,820 | -100.0% | -0.02% | – |
| TTE | Exit | TOTALENERGIES SEsponsored ads | $0 | – | -3,355 | -100.0% | -0.02% | – |
| HDB | Exit | HDFC BANK LTDsponsored ads | $0 | – | -3,715 | -100.0% | -0.02% | – |
| FND | Exit | FLOOR & DECOR HLDGS INCcl a | $0 | – | -2,433 | -100.0% | -0.02% | – |
| IMAX | Exit | IMAX CORP | $0 | – | -11,375 | -100.0% | -0.02% | – |
| TSN | Exit | TYSON FOODS INCcl a | $0 | – | -4,460 | -100.0% | -0.02% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -1,701 | -100.0% | -0.02% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -3,305 | -100.0% | -0.02% | – |
| WIT | Exit | WIPRO LTDspon adr 1 sh | $0 | – | -51,269 | -100.0% | -0.02% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -1,988 | -100.0% | -0.02% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -189 | -100.0% | -0.02% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -888 | -100.0% | -0.02% | – |
| IP | Exit | INTERNATIONAL PAPER CO | $0 | – | -6,722 | -100.0% | -0.02% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -6,026 | -100.0% | -0.02% | – |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -5,931 | -100.0% | -0.02% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -1,568 | -100.0% | -0.02% | – |
| COLM | Exit | COLUMBIA SPORTSWEAR CO | $0 | – | -3,495 | -100.0% | -0.02% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -3,690 | -100.0% | -0.02% | – |
| MOH | Exit | MOLINA HEALTHCARE INC | $0 | – | -795 | -100.0% | -0.02% | – |
| VTR | Exit | VENTAS INC | $0 | – | -6,072 | -100.0% | -0.02% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -2,929 | -100.0% | -0.02% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -4,501 | -100.0% | -0.02% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -3,037 | -100.0% | -0.02% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,367 | -100.0% | -0.02% | – |
| ALK | Exit | ALASKA AIR GROUP INC | $0 | – | -7,696 | -100.0% | -0.02% | – |
| MUFG | Exit | MITSUBISHI UFJ FINL GROUP INsponsored ads | $0 | – | -34,800 | -100.0% | -0.02% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -2,830 | -100.0% | -0.02% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -4,590 | -100.0% | -0.02% | – |
| Exit | LINDE PLC | $0 | – | -792 | -100.0% | -0.02% | – | |
| OSK | Exit | OSHKOSH CORP | $0 | – | -3,260 | -100.0% | -0.02% | – |
| CFR | Exit | CULLEN FROST BANKERS INC | $0 | – | -3,500 | -100.0% | -0.02% | – |
| TFII | Exit | TFI INTL INC | $0 | – | -2,488 | -100.0% | -0.02% | – |
| ENTG | Exit | ENTEGRIS INC | $0 | – | -3,442 | -100.0% | -0.02% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -5,563 | -100.0% | -0.02% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -2,791 | -100.0% | -0.03% | – |
| AZO | Exit | AUTOZONE INC | $0 | – | -132 | -100.0% | -0.03% | – |
| MEOH | Exit | METHANEX CORP | $0 | – | -7,220 | -100.0% | -0.03% | – |
| Exit | WARNER BROS DISCOVERY INC | $0 | – | -31,116 | -100.0% | -0.03% | – | |
| DASH | Exit | DOORDASH INCcl a | $0 | – | -4,223 | -100.0% | -0.03% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -4,202 | -100.0% | -0.03% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -7,901 | -100.0% | -0.03% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -1,050 | -100.0% | -0.03% | – |
| ERJ | Exit | EMBRAER S.A.sponsored ads | $0 | – | -24,905 | -100.0% | -0.03% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -2,277 | -100.0% | -0.03% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -7,998 | -100.0% | -0.03% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -7,135 | -100.0% | -0.03% | – |
| SCI | Exit | SERVICE CORP INTL | $0 | – | -6,159 | -100.0% | -0.03% | – |
| RTX | Exit | RTX CORPORATION | $0 | – | -5,045 | -100.0% | -0.03% | – |
| ELS | Exit | EQUITY LIFESTYLE PPTYS INC | $0 | – | -5,579 | -100.0% | -0.03% | – |
| CCI | Exit | CROWN CASTLE INC | $0 | – | -3,979 | -100.0% | -0.03% | – |
| DDOG | Exit | DATADOG INC | $0 | – | -4,007 | -100.0% | -0.03% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -2,523 | -100.0% | -0.03% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -3,427 | -100.0% | -0.03% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -1,745 | -100.0% | -0.03% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -590 | -100.0% | -0.03% | – |
| XYL | Exit | XYLEM INC | $0 | – | -4,330 | -100.0% | -0.03% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -24,171 | -100.0% | -0.03% | – |
| XEL | Exit | XCEL ENERGY INC | $0 | – | -6,780 | -100.0% | -0.03% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -1,985 | -100.0% | -0.03% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -7,551 | -100.0% | -0.03% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -15,038 | -100.0% | -0.03% | – |
| PHG | Exit | KONINKLIJKE PHILIPS N V | $0 | – | -20,220 | -100.0% | -0.03% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -3,431 | -100.0% | -0.03% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,217 | -100.0% | -0.03% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -7,827 | -100.0% | -0.03% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -2,520 | -100.0% | -0.03% | – |
| SAP | Exit | SAP SEspon adr | $0 | – | -3,326 | -100.0% | -0.03% | – |
| WMT | Exit | WALMART INC | $0 | – | -2,683 | -100.0% | -0.03% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -6,278 | -100.0% | -0.03% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -2,151 | -100.0% | -0.03% | – |
| ALC | Exit | ALCON AG | $0 | – | -5,686 | -100.0% | -0.03% | – |
| RPM | Exit | RPM INTL INC | $0 | – | -4,600 | -100.0% | -0.03% | – |
| TDY | Exit | TELEDYNE TECHNOLOGIES INC | $0 | – | -1,095 | -100.0% | -0.04% | – |
| ATO | Exit | ATMOS ENERGY CORP | $0 | – | -4,200 | -100.0% | -0.04% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -11,952 | -100.0% | -0.04% | – |
| CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -8,125 | -100.0% | -0.04% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -2,627 | -100.0% | -0.04% | – |
| CSGP | Exit | COSTAR GROUP INC | $0 | – | -5,925 | -100.0% | -0.04% | – |
| BKR | Exit | BAKER HUGHES COMPANYcl a | $0 | – | -13,002 | -100.0% | -0.04% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -1,214 | -100.0% | -0.04% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -10,101 | -100.0% | -0.04% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -4,920 | -100.0% | -0.04% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -3,968 | -100.0% | -0.04% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -4,879 | -100.0% | -0.04% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -5,050 | -100.0% | -0.04% | – |
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -2,200 | -100.0% | -0.04% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -2,422 | -100.0% | -0.04% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -14,663 | -100.0% | -0.04% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -4,681 | -100.0% | -0.04% | – |
| COG | Exit | COTERRA ENERGY INC | $0 | – | -18,600 | -100.0% | -0.04% | – |
| IR | Exit | INGERSOLL RAND INC | $0 | – | -8,100 | -100.0% | -0.04% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -4,157 | -100.0% | -0.04% | – |
| Exit | ATLASSIAN CORPORATIONcl a | $0 | – | -2,580 | -100.0% | -0.04% | – | |
| SONY | Exit | SONY GROUP CORPsponsored adr | $0 | – | -6,289 | -100.0% | -0.04% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -16,173 | -100.0% | -0.04% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -4,026 | -100.0% | -0.04% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -1,236 | -100.0% | -0.04% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -6,329 | -100.0% | -0.04% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -1,924 | -100.0% | -0.04% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -11,157 | -100.0% | -0.04% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC. | $0 | – | -7,400 | -100.0% | -0.04% | – |
| ANSS | Exit | ANSYS INC | $0 | – | -1,950 | -100.0% | -0.04% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -2,717 | -100.0% | -0.04% | – |
| MLM | Exit | MARTIN MARIETTA MATLS INC | $0 | – | -1,460 | -100.0% | -0.05% | – |
| LEN | Exit | LENNAR CORPcl a | $0 | – | -5,300 | -100.0% | -0.05% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -2,007 | -100.0% | -0.05% | – |
| PFE | Exit | PFIZER INC | $0 | – | -18,488 | -100.0% | -0.05% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -11,785 | -100.0% | -0.05% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -11,686 | -100.0% | -0.05% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -1,269 | -100.0% | -0.05% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -7,024 | -100.0% | -0.05% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -9,910 | -100.0% | -0.05% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -2,442 | -100.0% | -0.05% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -1,041 | -100.0% | -0.05% | – |
| PH | Exit | PARKER-HANNIFIN CORP | $0 | – | -1,700 | -100.0% | -0.05% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -12,900 | -100.0% | -0.05% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -3,648 | -100.0% | -0.05% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -20,139 | -100.0% | -0.05% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -811 | -100.0% | -0.05% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -7,394 | -100.0% | -0.05% | – |
| AMP | Exit | AMERIPRISE FINL INC | $0 | – | -2,100 | -100.0% | -0.05% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -2,296 | -100.0% | -0.05% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -2,325 | -100.0% | -0.06% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -2,965 | -100.0% | -0.06% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -1,488 | -100.0% | -0.06% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -5,036 | -100.0% | -0.06% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -7,640 | -100.0% | -0.06% | – |
| KO | Exit | COCA COLA CO | $0 | – | -15,438 | -100.0% | -0.07% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -6,125 | -100.0% | -0.07% | – |
| V | Exit | VISA INC | $0 | – | -4,129 | -100.0% | -0.07% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -1,705 | -100.0% | -0.08% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -12,499 | -100.0% | -0.08% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -8,887 | -100.0% | -0.08% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -6,479 | -100.0% | -0.09% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -2,514 | -100.0% | -0.09% | – |
| AAPL | Exit | APPLE INC | $0 | – | -6,854 | -100.0% | -0.09% | – |
| ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -13,628 | -100.0% | -0.10% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -9,480 | -100.0% | -0.11% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -8,200 | -100.0% | -0.12% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -12,533 | -100.0% | -0.12% | – |
| VYMI | Exit | VANGUARD WHITEHALL FDSintl high etf | $0 | – | -44,200 | -100.0% | -0.21% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -75,000 | -100.0% | -0.23% | – |
| IVLU | Exit | ISHARES TRmsci intl vlu ft | $0 | – | -121,500 | -100.0% | -0.24% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -9,892 | -100.0% | -0.24% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -68,765 | -100.0% | -0.37% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -142,000 | -100.0% | -0.39% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -218,955 | -100.0% | -0.44% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -141,743 | -100.0% | -0.48% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -28,732 | -100.0% | -0.61% | – |
| VSGX | Exit | VANGUARD WORLD FDesg intl stk etf | $0 | – | -175,193 | -100.0% | -0.69% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -170,000 | -100.0% | -0.89% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -156,000 | -100.0% | -1.26% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -396,400 | -100.0% | -1.52% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -270,800 | -100.0% | -1.92% | – |
| FALN | Exit | ISHARES TRfaln angls usd | $0 | – | -1,065,781 | -100.0% | -2.07% | – |
| VOTE | Exit | ENGINE NO 1 ETF TRUSTtransfrm 500 etf | $0 | – | -567,815 | -100.0% | -2.22% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -724,550 | -100.0% | -2.70% | – |
| ESGV | Exit | VANGUARD WORLD FDesg us stk etf | $0 | – | -458,558 | -100.0% | -2.70% | – |
| SJNK | Exit | SPDR SER TRbloomberg sht te | $0 | – | -1,823,160 | -100.0% | -3.49% | – |
| EWJ | Exit | ISHARES INCmsci jpn etf new | $0 | – | -746,000 | -100.0% | -3.52% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -347,521 | -100.0% | -3.75% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -1,002,422 | -100.0% | -4.20% | – |
| BKLN | Exit | INVESCO EXCH TRADED FD TR IIsr ln etf | $0 | – | -3,364,422 | -100.0% | -5.53% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -1,762,200 | -100.0% | -10.03% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -1,451,648 | -100.0% | -44.64% | – |
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 | 2024-02-13 |
| 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 |
| 13F-HR | 2021-11-15 |
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.