$528 Million is the total value of ANGELES WEALTH MANAGEMENT, LLC's 192 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MGK | New | VANGUARD WORLD FDmega grwth ind | $57,621,000 | – | 244,778 | +100.0% | 10.90% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $53,155,000 | – | 1,273,162 | +100.0% | 10.06% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $48,273,000 | – | 476,586 | +100.0% | 9.14% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $36,191,000 | – | 605,806 | +100.0% | 6.85% | – |
| VOO | New | VANGUARD INDEX FDS | $27,050,000 | – | 65,153 | +100.0% | 5.12% | – |
| SJNK | New | SPDR SER TRbloomberg sht te | $20,348,000 | – | 775,449 | +100.0% | 3.85% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $19,351,000 | – | 42,847 | +100.0% | 3.66% | – |
| MSFT | New | MICROSOFT CORP | $17,708,000 | – | 57,436 | +100.0% | 3.35% | – |
| AAPL | New | APPLE INC | $16,307,000 | – | 93,392 | +100.0% | 3.09% | – |
| ARES | New | ARES MANAGEMENT CORPORATION | $16,144,000 | – | 198,739 | +100.0% | 3.06% | – |
| BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $11,478,000 | – | 527,224 | +100.0% | 2.17% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $11,004,000 | – | 48,333 | +100.0% | 2.08% | – |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $10,990,000 | – | 250,056 | +100.0% | 2.08% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $10,534,000 | – | 169,135 | +100.0% | 1.99% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $8,830,000 | – | 30,701 | +100.0% | 1.67% | – |
| AMZN | New | AMAZON COM INC | $7,420,000 | – | 2,276 | +100.0% | 1.40% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $7,388,000 | – | 92,879 | +100.0% | 1.40% | – |
| PFF | New | ISHARES TRpfd and incm sec | $7,353,000 | – | 201,904 | +100.0% | 1.39% | – |
| COST | New | COSTCO WHSL CORP NEW | $5,989,000 | – | 10,400 | +100.0% | 1.13% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,881,000 | – | 105,806 | +100.0% | 0.92% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $4,091,000 | – | 19,250 | +100.0% | 0.77% | – |
| SHW | New | SHERWIN WILLIAMS CO | $3,639,000 | – | 14,578 | +100.0% | 0.69% | – |
| IVLU | New | ISHARES TRmsci intl vlu ft | $3,521,000 | – | 138,330 | +100.0% | 0.67% | – |
| HD | New | HOME DEPOT INC | $2,893,000 | – | 9,666 | +100.0% | 0.55% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $2,843,000 | – | 13,849 | +100.0% | 0.54% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $2,762,000 | – | 4,677 | +100.0% | 0.52% | – |
| SAFE | New | SAFEHOLD INC | $2,576,000 | – | 46,458 | +100.0% | 0.49% | – |
| NKE | New | NIKE INCcl b | $2,415,000 | – | 17,948 | +100.0% | 0.46% | – |
| JNJ | New | JOHNSON & JOHNSON | $2,068,000 | – | 11,669 | +100.0% | 0.39% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $1,989,000 | – | 712 | +100.0% | 0.38% | – |
| BLL | New | BALL CORP | $1,936,000 | – | 21,508 | +100.0% | 0.37% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $1,913,000 | – | 3,751 | +100.0% | 0.36% | – |
| CF | New | CF INDS HLDGS INC | $1,906,000 | – | 18,496 | +100.0% | 0.36% | – |
| CL | New | COLGATE PALMOLIVE CO | $1,873,000 | – | 24,702 | +100.0% | 0.35% | – |
| STAR | New | ISTAR INC | $1,866,000 | – | 79,706 | +100.0% | 0.35% | – |
| UNP | New | UNION PAC CORP | $1,840,000 | – | 6,734 | +100.0% | 0.35% | – |
| PLD | New | PROLOGIS INC. | $1,832,000 | – | 11,343 | +100.0% | 0.35% | – |
| MRK | New | MERCK & CO INC | $1,742,000 | – | 21,228 | +100.0% | 0.33% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $1,730,000 | – | 17,466 | +100.0% | 0.33% | – |
| BG | New | BUNGE LIMITED | $1,715,000 | – | 15,477 | +100.0% | 0.32% | – |
| V | New | VISA INC | $1,670,000 | – | 7,532 | +100.0% | 0.32% | – |
| EFV | New | ISHARES TReafe value etf | $1,663,000 | – | 33,094 | +100.0% | 0.32% | – |
| PEP | New | PEPSICO INC | $1,571,000 | – | 9,383 | +100.0% | 0.30% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $1,555,000 | – | 559 | +100.0% | 0.29% | – |
| CCK | New | CROWN HLDGS INC | $1,515,000 | – | 12,115 | +100.0% | 0.29% | – |
| DHR | New | DANAHER CORPORATION | $1,496,000 | – | 5,101 | +100.0% | 0.28% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $1,483,000 | – | 4,964 | +100.0% | 0.28% | – |
| ZTS | New | ZOETIS INCcl a | $1,471,000 | – | 7,802 | +100.0% | 0.28% | – |
| TRTN | New | TRITON INTL LTDcl a | $1,425,000 | – | 20,300 | +100.0% | 0.27% | – |
| HSY | New | HERSHEY CO | $1,421,000 | – | 6,559 | +100.0% | 0.27% | – |
| WCN | New | WASTE CONNECTIONS INC | $1,409,000 | – | 10,088 | +100.0% | 0.27% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $1,384,000 | – | 3,050 | +100.0% | 0.26% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $1,374,000 | – | 4,554 | +100.0% | 0.26% | – |
| TSLA | New | TESLA INC | $1,348,000 | – | 1,251 | +100.0% | 0.26% | – |
| DIS | New | DISNEY WALT CO | $1,311,000 | – | 9,560 | +100.0% | 0.25% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $1,291,000 | – | 3,658 | +100.0% | 0.24% | – |
| MCO | New | MOODYS CORP | $1,275,000 | – | 3,780 | +100.0% | 0.24% | – |
| ACWV | New | ISHARES INCmsci gbl min vol | $1,222,000 | – | 11,657 | +100.0% | 0.23% | – |
| PWR | New | QUANTA SVCS INC | $1,211,000 | – | 9,204 | +100.0% | 0.23% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $1,173,000 | – | 25,984 | +100.0% | 0.22% | – |
| AA | New | ALCOA CORP | $1,111,000 | – | 12,340 | +100.0% | 0.21% | – |
| SRLN | New | SSGA ACTIVE ETF TRblackstone senr | $1,079,000 | – | 24,000 | +100.0% | 0.20% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $1,054,000 | – | 2,948 | +100.0% | 0.20% | – |
| TSCO | New | TRACTOR SUPPLY CO | $1,030,000 | – | 4,414 | +100.0% | 0.20% | – |
| IDEV | New | ISHARES TRcore msci intl | $988,000 | – | 15,523 | +100.0% | 0.19% | – |
| AGG | New | ISHARES TRcore us aggbd et | $979,000 | – | 9,140 | +100.0% | 0.18% | – |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $928,000 | – | 7,886 | +100.0% | 0.18% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $924,000 | – | 2,027 | +100.0% | 0.18% | – |
| MP | New | MP MATERIALS CORP | $922,000 | – | 16,080 | +100.0% | 0.17% | – |
| MDU | New | MDU RES GROUP INC | $892,000 | – | 33,481 | +100.0% | 0.17% | – |
| ACN | New | ACCENTURE PLC IRELAND | $883,000 | – | 2,619 | +100.0% | 0.17% | – |
| XOM | New | EXXON MOBIL CORP | $880,000 | – | 10,656 | +100.0% | 0.17% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $879,000 | – | 3,227 | +100.0% | 0.17% | – |
| EEMX | New | SPDR INDEX SHS FDSmsci emr mkt etf | $858,000 | – | 12,535 | +100.0% | 0.16% | – |
| INTC | New | INTEL CORP | $856,000 | – | 17,274 | +100.0% | 0.16% | – |
| LIN | New | LINDE PLC | $839,000 | – | 2,628 | +100.0% | 0.16% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $802,000 | – | 2,888 | +100.0% | 0.15% | – |
| NVDA | New | NVIDIA CORPORATION | $803,000 | – | 2,943 | +100.0% | 0.15% | – |
| LGIH | New | LGI HOMES INC | $797,000 | – | 8,163 | +100.0% | 0.15% | – |
| FB | New | META PLATFORMS INCcl a | $799,000 | – | 3,592 | +100.0% | 0.15% | – |
| CTAS | New | CINTAS CORP | $789,000 | – | 1,854 | +100.0% | 0.15% | – |
| SIVB | New | SVB FINANCIAL GROUP | $751,000 | – | 1,342 | +100.0% | 0.14% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $736,000 | – | 2,031 | +100.0% | 0.14% | – |
| RSG | New | REPUBLIC SVCS INC | $729,000 | – | 5,504 | +100.0% | 0.14% | – |
| HRI | New | HERC HLDGS INC | $719,000 | – | 4,305 | +100.0% | 0.14% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $714,000 | – | 4,403 | +100.0% | 0.14% | – |
| MSCI | New | MSCI INC | $714,000 | – | 1,420 | +100.0% | 0.14% | – |
| BERY | New | BERRY GLOBAL GROUP INC | $673,000 | – | 11,609 | +100.0% | 0.13% | – |
| BDX | New | BECTON DICKINSON & CO | $637,000 | – | 2,393 | +100.0% | 0.12% | – |
| JPM | New | JPMORGAN CHASE & CO | $632,000 | – | 4,639 | +100.0% | 0.12% | – |
| ASH | New | ASHLAND GLOBAL HLDGS INC | $629,000 | – | 6,392 | +100.0% | 0.12% | – |
| CPNG | New | COUPANG INCcl a | $626,000 | – | 35,410 | +100.0% | 0.12% | – |
| ABBV | New | ABBVIE INC | $624,000 | – | 3,852 | +100.0% | 0.12% | – |
| POOL | New | POOL CORP | $615,000 | – | 1,455 | +100.0% | 0.12% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $613,000 | – | 5,459 | +100.0% | 0.12% | – |
| COP | New | CONOCOPHILLIPS | $614,000 | – | 6,141 | +100.0% | 0.12% | – |
| MCD | New | MCDONALDS CORP | $614,000 | – | 2,483 | +100.0% | 0.12% | – |
| PFE | New | PFIZER INC | $604,000 | – | 11,675 | +100.0% | 0.11% | – |
| KO | New | COCA COLA CO | $594,000 | – | 9,573 | +100.0% | 0.11% | – |
| NEWR | New | NEW RELIC INC | $584,000 | – | 8,726 | +100.0% | 0.11% | – |
| SPYX | New | SPDR SER TRspdr s&p 500 etf | $583,000 | – | 5,250 | +100.0% | 0.11% | – |
| VLUE | New | ISHARES TRmsci usa value | $573,000 | – | 5,480 | +100.0% | 0.11% | – |
| RACE | New | FERRARI N V | $552,000 | – | 2,531 | +100.0% | 0.10% | – |
| EVR | New | EVERCORE INCclass a | $540,000 | – | 4,853 | +100.0% | 0.10% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $521,000 | – | 7,139 | +100.0% | 0.10% | – |
| IDXX | New | IDEXX LABS INC | $514,000 | – | 940 | +100.0% | 0.10% | – |
| IEMG | New | ISHARES INCcore msci emkt | $488,000 | – | 8,785 | +100.0% | 0.09% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $469,000 | – | 6,000 | +100.0% | 0.09% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $462,000 | – | 8,027 | +100.0% | 0.09% | – |
| PG | New | PROCTER AND GAMBLE CO | $461,000 | – | 3,015 | +100.0% | 0.09% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $459,000 | – | 6,937 | +100.0% | 0.09% | – |
| TXN | New | TEXAS INSTRS INC | $460,000 | – | 2,507 | +100.0% | 0.09% | – |
| CVX | New | CHEVRON CORP NEW | $446,000 | – | 2,741 | +100.0% | 0.08% | – |
| CRM | New | SALESFORCE COM INC | $430,000 | – | 2,027 | +100.0% | 0.08% | – |
| WM | New | WASTE MGMT INC DEL | $409,000 | – | 2,581 | +100.0% | 0.08% | – |
| BEN | New | FRANKLIN RESOURCES INC | $391,000 | – | 13,999 | +100.0% | 0.07% | – |
| NOW | New | SERVICENOW INC | $385,000 | – | 691 | +100.0% | 0.07% | – |
| SBUX | New | STARBUCKS CORP | $372,000 | – | 4,093 | +100.0% | 0.07% | – |
| PM | New | PHILIP MORRIS INTL INC | $364,000 | – | 3,871 | +100.0% | 0.07% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $358,000 | – | 3,277 | +100.0% | 0.07% | – |
| DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $348,000 | – | 6,204 | +100.0% | 0.07% | – |
| IQV | New | IQVIA HLDGS INC | $347,000 | – | 1,500 | +100.0% | 0.07% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $348,000 | – | 1,978 | +100.0% | 0.07% | – |
| IWR | New | ISHARES TRrus mid cap etf | $347,000 | – | 4,444 | +100.0% | 0.07% | – |
| ABT | New | ABBOTT LABS | $346,000 | – | 2,927 | +100.0% | 0.06% | – |
| ADI | New | ANALOG DEVICES INC | $346,000 | – | 2,093 | +100.0% | 0.06% | – |
| CSX | New | CSX CORP | $346,000 | – | 9,234 | +100.0% | 0.06% | – |
| F | New | FORD MTR CO DEL | $334,000 | – | 19,754 | +100.0% | 0.06% | – |
| ZUO | New | ZUORA INC | $333,000 | – | 22,220 | +100.0% | 0.06% | – |
| CP | New | CANADIAN PAC RY LTD | $334,000 | – | 4,052 | +100.0% | 0.06% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $324,000 | – | 1,305 | +100.0% | 0.06% | – |
| GPI | New | GROUP 1 AUTOMOTIVE INC | $315,000 | – | 1,879 | +100.0% | 0.06% | – |
| PAGP | New | PLAINS GP HLDGS L Pltd partnr int a | $303,000 | – | 26,193 | +100.0% | 0.06% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $299,000 | – | 5,873 | +100.0% | 0.06% | – |
| NFLX | New | NETFLIX INC | $293,000 | – | 781 | +100.0% | 0.06% | – |
| EFA | New | ISHARES TRmsci eafe etf | $283,000 | – | 3,845 | +100.0% | 0.05% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $286,000 | – | 1,332 | +100.0% | 0.05% | – |
| DPZ | New | DOMINOS PIZZA INC | $278,000 | – | 683 | +100.0% | 0.05% | – |
| XYL | New | XYLEM INC | $281,000 | – | 3,295 | +100.0% | 0.05% | – |
| BLK | New | BLACKROCK INC | $274,000 | – | 358 | +100.0% | 0.05% | – |
| BA | New | BOEING CO | $270,000 | – | 1,410 | +100.0% | 0.05% | – |
| ECL | New | ECOLAB INC | $263,000 | – | 1,492 | +100.0% | 0.05% | – |
| MMM | New | 3M CO | $259,000 | – | 1,738 | +100.0% | 0.05% | – |
| NVS | New | NOVARTIS AGsponsored adr | $261,000 | – | 2,978 | +100.0% | 0.05% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $260,000 | – | 2,079 | +100.0% | 0.05% | – |
| DBAW | New | DBX ETF TRxtrack msci all | $254,000 | – | 7,875 | +100.0% | 0.05% | – |
| Z | New | ZILLOW GROUP INCcl c cap stk | $253,000 | – | 5,132 | +100.0% | 0.05% | – |
| LRCX | New | LAM RESEARCH CORP | $249,000 | – | 464 | +100.0% | 0.05% | – |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $244,000 | – | 178 | +100.0% | 0.05% | – |
| MO | New | ALTRIA GROUP INC | $241,000 | – | 4,616 | +100.0% | 0.05% | – |
| DNB | New | DUN & BRADSTREET HLDGS INC | $238,000 | – | 13,605 | +100.0% | 0.04% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $231,000 | – | 2,215 | +100.0% | 0.04% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $228,000 | – | 1,004 | +100.0% | 0.04% | – |
| INTU | New | INTUIT | $221,000 | – | 460 | +100.0% | 0.04% | – |
| LLY | New | LILLY ELI & CO | $212,000 | – | 741 | +100.0% | 0.04% | – |
| STT | New | STATE STR CORP | $214,000 | – | 2,453 | +100.0% | 0.04% | – |
| TASK | New | TASKUS INC | $205,000 | – | 5,325 | +100.0% | 0.04% | – |
| PSX | New | PHILLIPS 66 | $204,000 | – | 2,358 | +100.0% | 0.04% | – |
| RHP | New | RYMAN HOSPITALITY PPTYS INC | $205,000 | – | 2,206 | +100.0% | 0.04% | – |
| DVY | New | ISHARES TRselect divid etf | $205,000 | – | 1,599 | +100.0% | 0.04% | – |
| BOMN | New | BOSTON OMAHA CORP | $208,000 | – | 8,209 | +100.0% | 0.04% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $204,000 | – | 895 | +100.0% | 0.04% | – |
| QNST | New | QUINSTREET INC | $201,000 | – | 17,294 | +100.0% | 0.04% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $203,000 | – | 2,672 | +100.0% | 0.04% | – |
| LEN | New | LENNAR CORPcl a | $203,000 | – | 2,502 | +100.0% | 0.04% | – |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $195,000 | – | 4,184 | +100.0% | 0.04% | – |
| ACWX | New | ISHARES TRmsci acwi ex us | $188,000 | – | 3,600 | +100.0% | 0.04% | – |
| EFAX | New | SPDR INDEX SHS FDSmsci eafe fs etf | $161,000 | – | 2,090 | +100.0% | 0.03% | – |
| New | ROBINHOOD MKTS INC | $157,000 | – | 11,642 | +100.0% | 0.03% | – | |
| IWC | New | ISHARES TRmicro-cap etf | $152,000 | – | 1,179 | +100.0% | 0.03% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $142,000 | – | 3,716 | +100.0% | 0.03% | – |
| IHE | New | ISHARES TRu.s. pharma etf | $126,000 | – | 650 | +100.0% | 0.02% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $118,000 | – | 1,087 | +100.0% | 0.02% | – |
| IEFA | New | ISHARES TRcore msci eafe | $114,000 | – | 1,640 | +100.0% | 0.02% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $108,000 | – | 401 | +100.0% | 0.02% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $103,000 | – | 1,342 | +100.0% | 0.02% | – |
| EFG | New | ISHARES TReafe grwth etf | $94,000 | – | 972 | +100.0% | 0.02% | – |
| New | ROCKET LAB USA INC | $89,000 | – | 11,000 | +100.0% | 0.02% | – | |
| SDY | New | SPDR SER TRs&p divid etf | $84,000 | – | 652 | +100.0% | 0.02% | – |
| IXN | New | ISHARES TRglobal tech etf | $82,000 | – | 1,420 | +100.0% | 0.02% | – |
| CLOV | New | CLOVER HEALTH INVESTMENTS CO | $50,000 | – | 14,144 | +100.0% | 0.01% | – |
| ASTR | New | ASTRA SPACE INC | $42,000 | – | 11,000 | +100.0% | 0.01% | – |
| REZ | New | ISHARES TRresidential mult | $38,000 | – | 400 | +100.0% | 0.01% | – |
| ITB | New | ISHARES TRus home cons etf | $30,000 | – | 500 | +100.0% | 0.01% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $21,000 | – | 204 | +100.0% | 0.00% | – |
| KBE | New | SPDR SER TRs&p bk etf | $21,000 | – | 400 | +100.0% | 0.00% | – |
| XME | New | SPDR SER TRs&p metals mng | $14,000 | – | 222 | +100.0% | 0.00% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $16,000 | – | 72 | +100.0% | 0.00% | – |
| IXJ | New | ISHARES TRglob hlthcre etf | $15,000 | – | 167 | +100.0% | 0.00% | – |
| WOOD | New | ISHARES TRgl timb fore etf | $5,000 | – | 56 | +100.0% | 0.00% | – |
| TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $4,000 | – | 50 | +100.0% | 0.00% | – |
| IYR | New | ISHARES TRu.s. real es etf | $1,000 | – | 9 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FD | 7 | Q3 2023 | 10.9% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q3 2023 | 10.3% |
| VANGUARD STAR FDS | 7 | Q3 2023 | 7.8% |
| SPDR SER TR | 7 | Q3 2023 | 10.1% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 7.5% |
| SPDR S&P 500 ETF TR | 7 | Q3 2023 | 3.7% |
| MICROSOFT CORP | 7 | Q3 2023 | 3.4% |
| SPDR SER TR | 7 | Q3 2023 | 3.8% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q3 2023 | 5.6% |
| ARES MANAGEMENT CORPORATION | 7 | Q3 2023 | 3.1% |
View ANGELES WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-16 |
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.