Angeles Wealth Management
Latest statistics and disclosures from Angeles Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MGK, VT, VXUS, SPYV, SUB, and represent 39.53% of Angeles Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VGK (+$24M), VOO (+$9.5M), MSFT, VT, SPYV, MGK, LLY, INSP, TDG, SUB.
- Started 18 new stock positions in IEF, MDT, CMCSA, BWXT, Knife River Corp, APO, ASML, MBB, FI, OLED. TIP, SHV, UBS, AVGO, IBM, MAR, INSP, CP.
- Reduced shares in these 10 stocks: SPYD (-$16M), VB (-$5.8M), VWO (-$5.7M), VXUS, IXUS, DE, TRTN, , , PGR.
- Sold out of its positions in AEG, LNG, DE, MSCI, KBE, BG, TRTN.
- Angeles Wealth Management was a net buyer of stock by $22M.
- Angeles Wealth Management has $734M in assets under management (AUM), dropping by 9.14%.
- Central Index Key (CIK): 0001929170
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Portfolio Holdings for Angeles Wealth Management
Angeles Wealth Management holds 217 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Mega Grwth Ind (MGK) | 10.3 | $76M | +4% | 321k | 235.32 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 9.6 | $71M | +4% | 729k | 96.98 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 6.9 | $51M | -4% | 908k | 56.08 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 6.7 | $49M | +7% | 1.1M | 43.20 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 6.0 | $44M | 421k | 104.04 |
|
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 5.6 | $41M | +143% | 664k | 61.70 |
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| Vanguard Index Fds Value Etf (VTV) | 4.3 | $31M | 221k | 142.10 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.2 | $31M | +45% | 75k | 407.28 |
|
| Microsoft Corporation (MSFT) | 3.0 | $22M | +23% | 65k | 340.54 |
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| Ishares Tr Core Msci Total (IXUS) | 3.0 | $22M | -5% | 349k | 62.62 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 2.9 | $21M | 217k | 96.35 |
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| Ishares Msci World Etf (URTH) | 2.5 | $19M | 149k | 124.52 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.5 | $18M | 42k | 443.28 |
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| Apple (AAPL) | 2.4 | $18M | 91k | 193.97 |
|
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 2.2 | $16M | +3% | 663k | 24.70 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 1.9 | $14M | +3% | 653k | 21.04 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.6 | $12M | +4% | 148k | 81.08 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.4 | $10M | 176k | 57.73 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $9.9M | 45k | 220.28 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $6.8M | 24k | 282.96 |
|
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.9 | $6.6M | +3% | 215k | 30.93 |
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| Amazon (AMZN) | 0.7 | $5.5M | -3% | 42k | 130.36 |
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| Costco Wholesale Corporation (COST) | 0.6 | $4.6M | -3% | 8.5k | 538.38 |
|
| Sherwin-Williams Company (SHW) | 0.4 | $3.3M | 12k | 265.52 |
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| Home Depot (HD) | 0.4 | $3.0M | 9.8k | 310.64 |
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| NVIDIA Corporation (NVDA) | 0.4 | $2.8M | +7% | 6.7k | 423.02 |
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| Quanta Services (PWR) | 0.4 | $2.8M | -3% | 14k | 196.45 |
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| Merck & Co (MRK) | 0.4 | $2.7M | 24k | 115.39 |
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| Eli Lilly & Co. (LLY) | 0.3 | $2.5M | +116% | 5.3k | 468.98 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $2.4M | 15k | 161.83 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.4M | +4% | 20k | 120.97 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $2.3M | 67k | 34.50 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $2.3M | -10% | 4.3k | 521.75 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $2.2M | +3% | 9.2k | 243.74 |
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| Cintas Corporation (CTAS) | 0.3 | $2.2M | +4% | 4.4k | 497.08 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.1M | +30% | 5.5k | 393.30 |
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| Hershey Company (HSY) | 0.3 | $2.1M | -4% | 8.6k | 249.70 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.0M | 5.9k | 341.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.0M | 4.5k | 445.71 |
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| Motorola Solutions Com New (MSI) | 0.3 | $2.0M | +8% | 6.8k | 293.28 |
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| Pepsi (PEP) | 0.3 | $2.0M | 11k | 185.22 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.0M | +8% | 12k | 165.52 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.9M | +11% | 18k | 107.25 |
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| Visa Com Cl A (V) | 0.3 | $1.9M | +2% | 7.8k | 237.48 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.8M | 23k | 77.04 |
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| TransDigm Group Incorporated (TDG) | 0.2 | $1.7M | +118% | 1.9k | 894.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.6M | 14k | 119.70 |
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| Progressive Corporation (PGR) | 0.2 | $1.6M | -24% | 12k | 132.37 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.6M | 10k | 157.83 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $1.6M | 4.6k | 341.94 |
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| Old Dominion Freight Line (ODFL) | 0.2 | $1.5M | -5% | 4.2k | 369.75 |
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| Waste Connections (WCN) | 0.2 | $1.5M | -7% | 11k | 142.93 |
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| Nike CL B (NKE) | 0.2 | $1.5M | 14k | 110.37 |
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| Linde SHS (LIN) | 0.2 | $1.5M | +11% | 3.8k | 381.08 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $1.4M | 18k | 78.35 |
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| Moody's Corporation (MCO) | 0.2 | $1.3M | 3.7k | 347.72 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.3M | +6% | 8.0k | 162.44 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.3M | 12k | 106.07 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.2M | +3% | 8.4k | 145.44 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.2M | -6% | 5.9k | 204.62 |
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| Meta Platforms Cl A (META) | 0.2 | $1.2M | +6% | 4.2k | 286.98 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.2M | 4.4k | 275.15 |
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| Inspire Med Sys (INSP) | 0.2 | $1.2M | NEW | 3.7k | 324.64 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.2 | $1.1M | 12k | 98.06 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.2 | $1.1M | 19k | 57.57 |
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| Lgi Homes (LGIH) | 0.2 | $1.1M | 8.2k | 134.89 |
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| Ferrari Nv Ord (RACE) | 0.1 | $1.1M | +30% | 3.3k | 325.21 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.0M | 11k | 92.97 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $1.0M | 17k | 61.01 |
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| ON Semiconductor (ON) | 0.1 | $1.0M | -9% | 11k | 94.58 |
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| Axon Enterprise (AXON) | 0.1 | $982k | 5.0k | 195.12 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $977k | 25k | 39.56 |
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| Coupang Cl A (CPNG) | 0.1 | $963k | 55k | 17.40 |
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| Tesla Motors (TSLA) | 0.1 | $943k | -3% | 3.6k | 261.77 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $908k | 17k | 53.11 |
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| UnitedHealth (UNH) | 0.1 | $860k | -12% | 1.8k | 480.64 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $855k | 14k | 61.12 |
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| Chevron Corporation (CVX) | 0.1 | $839k | +6% | 5.3k | 157.35 |
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| Ball Corporation (BALL) | 0.1 | $832k | -5% | 14k | 58.21 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $823k | 17k | 48.94 |
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| Abbvie (ABBV) | 0.1 | $818k | -3% | 6.1k | 134.73 |
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| Republic Services (RSG) | 0.1 | $818k | 5.3k | 153.17 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $817k | +3% | 2.6k | 308.58 |
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| Tractor Supply Company (TSCO) | 0.1 | $768k | -29% | 3.5k | 221.10 |
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| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.1 | $766k | +16% | 35k | 21.64 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $749k | 2.0k | 369.42 |
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| McDonald's Corporation (MCD) | 0.1 | $737k | 2.5k | 298.41 |
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| ConocoPhillips (COP) | 0.1 | $721k | 7.0k | 103.61 |
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| Walt Disney Company (DIS) | 0.1 | $718k | -4% | 8.0k | 89.28 |
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| MDU Resources (MDU) | 0.1 | $701k | 34k | 20.94 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $695k | 7.1k | 97.95 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $687k | -89% | 3.5k | 198.89 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $668k | +10% | 8.2k | 81.17 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $648k | +3% | 6.6k | 97.96 |
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| Coca-Cola Company (KO) | 0.1 | $625k | 10k | 60.22 |
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| Abbott Laboratories (ABT) | 0.1 | $621k | +25% | 5.7k | 109.02 |
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| Pfizer (PFE) | 0.1 | $599k | -6% | 16k | 36.68 |
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| Becton, Dickinson and (BDX) | 0.1 | $594k | 2.3k | 264.01 |
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| Procter & Gamble Company (PG) | 0.1 | $594k | 3.9k | 151.74 |
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| Evercore Class A (EVR) | 0.1 | $592k | 4.8k | 123.59 |
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| salesforce (CRM) | 0.1 | $579k | +4% | 2.7k | 211.26 |
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| Danaher Corporation (DHR) | 0.1 | $578k | +8% | 2.4k | 240.00 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $569k | -5% | 4.6k | 122.58 |
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| Bristol Myers Squibb (BMY) | 0.1 | $563k | -2% | 8.8k | 63.95 |
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| Zoetis Cl A (ZTS) | 0.1 | $562k | +119% | 3.3k | 172.21 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $552k | -35% | 1.2k | 455.80 |
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| Teck Resources CL B (TECK) | 0.1 | $507k | 12k | 42.10 |
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| Bwx Technologies (BWXT) | 0.1 | $506k | NEW | 7.1k | 71.57 |
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| IDEXX Laboratories (IDXX) | 0.1 | $502k | 999.00 | 502.23 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $496k | 6.8k | 72.62 |
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| Intel Corporation (INTC) | 0.1 | $458k | +6% | 14k | 33.44 |
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| Waste Management (WM) | 0.1 | $454k | 2.6k | 173.42 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $450k | +2% | 921.00 | 488.99 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $437k | 8.0k | 54.41 |
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| Cisco Systems (CSCO) | 0.1 | $435k | +4% | 8.4k | 51.74 |
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| Advanced Micro Devices (AMD) | 0.1 | $425k | -11% | 3.7k | 113.91 |
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| Analog Devices (ADI) | 0.1 | $412k | 2.1k | 194.81 |
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| Philip Morris International (PM) | 0.1 | $405k | 4.1k | 97.62 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $403k | -43% | 3.5k | 116.60 |
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| Ubs Group SHS (UBS) | 0.1 | $386k | NEW | 19k | 20.27 |
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| Netflix (NFLX) | 0.1 | $384k | 872.00 | 440.49 |
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| Servicenow (NOW) | 0.1 | $383k | +4% | 681.00 | 561.97 |
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| Cigna Corp (CI) | 0.1 | $376k | +13% | 1.3k | 280.60 |
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| Knife River Corp Common Stock | 0.0 | $364k | NEW | 8.4k | 43.50 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $364k | +10% | 3.6k | 100.92 |
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| CSX Corporation (CSX) | 0.0 | $362k | +7% | 11k | 34.10 |
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| Wal-Mart Stores (WMT) | 0.0 | $354k | +7% | 2.3k | 157.18 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $345k | 6.3k | 54.80 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $342k | 23k | 14.83 |
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| Iqvia Holdings (IQV) | 0.0 | $335k | 1.5k | 224.77 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $328k | 4.5k | 73.03 |
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| Broadcom (AVGO) | 0.0 | $328k | NEW | 378.00 | 867.43 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $327k | 2.0k | 165.40 |
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| Oracle Corporation (ORCL) | 0.0 | $326k | 2.7k | 119.09 |
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| Qualcomm (QCOM) | 0.0 | $317k | 2.7k | 119.04 |
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| Starbucks Corporation (SBUX) | 0.0 | $317k | +9% | 3.2k | 99.06 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $306k | 7.6k | 40.17 |
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| Universal Display Corporation (OLED) | 0.0 | $305k | NEW | 2.1k | 144.12 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $304k | +5% | 864.00 | 351.91 |
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| Lam Research Corporation (LRCX) | 0.0 | $303k | 471.00 | 642.86 |
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| Enterprise Products Partners (EPD) | 0.0 | $296k | +11% | 11k | 26.35 |
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| Phillips 66 (PSX) | 0.0 | $296k | +6% | 3.1k | 95.38 |
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| Palo Alto Networks (PANW) | 0.0 | $294k | 1.2k | 255.51 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $292k | +3% | 2.9k | 100.91 |
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| TJX Companies (TJX) | 0.0 | $288k | 3.4k | 84.79 |
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| Franklin Resources (BEN) | 0.0 | $284k | 11k | 26.71 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $282k | 1.5k | 187.27 |
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| Boeing Company (BA) | 0.0 | $281k | 1.3k | 211.16 |
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| Honeywell International (HON) | 0.0 | $272k | 1.3k | 207.50 |
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| International Business Machines (IBM) | 0.0 | $269k | NEW | 2.0k | 133.81 |
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| Bank of America Corporation (BAC) | 0.0 | $267k | -37% | 9.3k | 28.69 |
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| Xylem (XYL) | 0.0 | $263k | 2.3k | 112.62 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $263k | 4.2k | 63.20 |
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| BlackRock (BLK) | 0.0 | $263k | +6% | 381.00 | 691.14 |
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| Marriott Intl Cl A (MAR) | 0.0 | $257k | NEW | 1.4k | 183.75 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $255k | NEW | 3.2k | 80.77 |
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| Stryker Corporation (SYK) | 0.0 | $254k | +3% | 834.00 | 305.09 |
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| Spdr Ser Tr Russell Yield (ONEY) | 0.0 | $249k | +2% | 2.6k | 95.29 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $246k | 535.00 | 460.38 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $243k | NEW | 335.00 | 724.75 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $239k | 2.1k | 114.91 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $237k | 4.5k | 52.63 |
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| Mettler-Toledo International (MTD) | 0.0 | $235k | 179.00 | 1311.64 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $234k | 2.8k | 83.56 |
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| Apollo Global Mgmt (APO) | 0.0 | $231k | NEW | 3.0k | 76.81 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $229k | +2% | 1.3k | 180.02 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $228k | 3.1k | 72.50 |
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| Dbx Etf Tr Xtrack Msci All (DBAW) | 0.0 | $228k | 7.9k | 28.95 |
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| Fiserv (FI) | 0.0 | $225k | NEW | 1.8k | 126.15 |
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| Automatic Data Processing (ADP) | 0.0 | $222k | +4% | 1.0k | 219.79 |
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| United Parcel Service CL B (UPS) | 0.0 | $214k | -8% | 1.2k | 179.25 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $214k | NEW | 5.2k | 41.55 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $213k | 4.6k | 46.39 |
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| Altria (MO) | 0.0 | $206k | 4.5k | 45.30 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $206k | 286.00 | 718.54 |
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| Medtronic SHS (MDT) | 0.0 | $204k | NEW | 2.3k | 88.10 |
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| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.0 | $201k | 5.0k | 40.25 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $201k | 4.0k | 50.14 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $198k | 5.1k | 38.84 |
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| Ford Motor Company (F) | 0.0 | $185k | +4% | 12k | 15.13 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $181k | 1.6k | 113.30 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $174k | 755.00 | 229.74 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $154k | 2.0k | 78.26 |
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| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $142k | 5.8k | 24.50 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $132k | -97% | 3.2k | 40.68 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $129k | 1.2k | 109.30 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $125k | +64% | 26k | 4.72 |
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| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $116k | 650.00 | 179.11 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $116k | 12k | 9.98 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $108k | +13% | 1.8k | 58.66 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $106k | 1.2k | 91.82 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $105k | 401.00 | 261.48 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $94k | -99% | 2.5k | 37.08 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $93k | 972.00 | 95.41 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $88k | 1.4k | 62.19 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $87k | +9% | 2.1k | 41.45 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $86k | +26% | 2.5k | 33.71 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $81k | 1.2k | 67.50 |
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| Ishares Tr Short Treas Bd (SHV) | 0.0 | $80k | NEW | 727.00 | 110.45 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $66k | +11% | 1.6k | 41.87 |
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| Ishares Tr Mbs Etf (MBB) | 0.0 | $51k | NEW | 544.00 | 93.26 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $48k | +111% | 95.00 | 507.26 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $41k | 800.00 | 51.70 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $41k | 1.5k | 27.16 |
|
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $37k | NEW | 386.00 | 96.60 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $27k | 398.00 | 66.66 |
|
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $26k | +27% | 1.0k | 25.37 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $26k | 500.00 | 51.53 |
|
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $22k | 204.00 | 107.32 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $18k | 105.00 | 173.86 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $15k | 72.00 | 205.76 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $13k | 500.00 | 25.45 |
|
|
| Clover Health Investments Com Cl A (CLOV) | 0.0 | $13k | 14k | 0.90 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $9.0k | 92.00 | 97.84 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $3.7k | NEW | 34.00 | 107.62 |
|
| Ishares Tr Us Regnl Bks Etf (IAT) | 0.0 | $3.4k | 100.00 | 33.85 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Angeles Wealth Management
SEC 13F filings are viewable for Angeles Wealth Management going back to 2022
- Angeles Wealth Management 2023 Q2 filed Aug. 10, 2023
- Angeles Wealth Management 2023 Q1 filed May 11, 2023
- Angeles Wealth Management 2022 Q4 filed Feb. 14, 2023
- Angeles Wealth Management 2022 Q3 filed Nov. 3, 2022
- Angeles Wealth Management 2022 Q2 filed Aug. 4, 2022
- Angeles Wealth Management 2022 Q1 filed May 16, 2022