| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FD | 10 | Q2 2024 | 13.4% |
| VANGUARD INTL EQUITY INDEX F | 10 | Q2 2024 | 11.9% |
| SPDR SER TR | 10 | Q2 2024 | 10.1% |
| VANGUARD STAR FDS | 10 | Q2 2024 | 7.8% |
| VANGUARD INDEX FDS | 10 | Q2 2024 | 7.6% |
| MICROSOFT CORP | 10 | Q2 2024 | 3.4% |
| SPDR S&P 500 ETF TR | 10 | Q2 2024 | 3.7% |
| VANGUARD INTL EQUITY INDEX F | 10 | Q2 2024 | 5.6% |
| SPDR SER TR | 10 | Q2 2024 | 3.8% |
| ARES MANAGEMENT CORPORATION | 10 | Q2 2024 | 3.1% |
View ANGELES WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-07 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-04 |
View ANGELES WEALTH MANAGEMENT, 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.