Angeles Investment

Angeles Investment Advisors as of June 30, 2025

Portfolio Holdings for Angeles Investment Advisors

Angeles Investment Advisors holds 31 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 46.1 $815M 1.4M 568.03
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 16.2 $286M 4.1M 69.09
Vanguard World Mega Grwth Ind (MGK) 9.5 $168M 460k 366.17
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 6.9 $122M 1.6M 75.90
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 5.9 $105M 1.4M 77.50
Tcw Etf Trust Transfrm 500 Etf (VOTE) 4.3 $77M 1.1M 72.74
Ishares Tr Broad Usd High (USHY) 2.2 $39M 1.0M 37.51
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 2.0 $35M 1.7M 20.92
Vanguard World Esg Us Stk Etf (ESGV) 1.4 $26M 233k 109.64
Spdr Series Trust Bloomberg Sht Te (SJNK) 1.4 $25M 990k 25.48
Vanguard World Esg Intl Stk Etf (VSGX) 1.1 $20M 303k 65.50
Ishares Tr Faln Angls Usd (FALN) 0.6 $9.9M 366k 27.14
Vanguard Index Fds Growth Etf (VUG) 0.6 $9.7M 22k 438.40
Knife River Corp Common Stock (KNF) 0.5 $8.7M 107k 81.64
Vanguard Index Fds Value Etf (VTV) 0.3 $5.4M 31k 176.74
MDU Resources (MDU) 0.2 $4.3M 258k 16.67
Everus Constr Group (ECG) 0.2 $4.1M 65k 63.53
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $2.6M 78k 32.89
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.8M 14k 128.60
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.7M 15k 112.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.2M 25k 49.46
Pepsi (PEP) 0.0 $413k 3.1k 132.04
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $341k 9.9k 34.51
Ishares Tr Mbs Etf (MBB) 0.0 $300k 3.2k 93.89
Ishares Tr Russell 2000 Etf (IWM) 0.0 $164k 759.00 215.79
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $97k 1.2k 82.18
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $55k 1.1k 48.24
Ishares Tr Msci Eafe Etf (EFA) 0.0 $39k 432.00 89.39
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $26k 259.00 99.20
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $12k 400.00 30.68
Ishares Tr Rus 1000 Etf (IWB) 0.0 $7.8k 23.00 339.57