$672 Million is the total value of ANGELES WEALTH MANAGEMENT, LLC's 206 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IYR | Exit | ISHARES TRu.s. real es etf | $0 | – | -9 | -100.0% | 0.00% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -35 | -100.0% | -0.00% | – |
| FXI | Exit | ISHARES TRchina lg-cap etf | $0 | – | -214 | -100.0% | -0.00% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -50 | -100.0% | -0.00% | – |
| XME | Exit | SPDR SER TRs&p metals mng | $0 | – | -222 | -100.0% | -0.00% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -70 | -100.0% | -0.00% | – |
| IXJ | Exit | ISHARES TRglob hlthcre etf | $0 | – | -423 | -100.0% | -0.01% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -936 | -100.0% | -0.01% | – |
| FNDE | Exit | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | -2,005 | -100.0% | -0.01% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -909 | -100.0% | -0.02% | – |
| IGV | Exit | ISHARES TRexpanded tech | $0 | – | -446 | -100.0% | -0.02% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -2,430 | -100.0% | -0.04% | – |
| BOMN | Exit | BOSTON OMAHA CORP | $0 | – | -8,209 | -100.0% | -0.04% | – |
| SBAC | Exit | SBA COMMUNICATIONS CORP NEWcl a | $0 | – | -790 | -100.0% | -0.04% | – |
| CP | Exit | CANADIAN PAC RY LTD | $0 | – | -3,162 | -100.0% | -0.04% | – |
| MMM | Exit | 3M CO | $0 | – | -1,947 | -100.0% | -0.04% | – |
| ICSH | Exit | ISHARES TRblackrock ultra | $0 | – | -4,780 | -100.0% | -0.04% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -2,105 | -100.0% | -0.08% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -9,497 | -100.0% | -0.14% | – |
| CF | Exit | CF INDS HLDGS INC | $0 | – | -11,009 | -100.0% | -0.16% | – |
| LIN | Exit | LINDE PLC | $0 | – | -4,026 | -100.0% | -0.23% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -78,921 | -100.0% | -0.99% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-11
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 | 2024-05-08 |
| 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 |
| 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.