ANGELES WEALTH MANAGEMENT, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW ANGELES WEALTH MANAGEMENT, LLC | Institutional Filer | ▲ 1.35% | $1.84B | 524 |
Current Portfolio Holdings
Showing all 524 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MGK | VANGUARD WORLD FD | — | 571K | $209.9M | 11.42% |
| 2 | VT | VANGUARD INTL EQUITY INDEX F | — | 1.5M | $203.7M | 11.08% |
| 3 | VXUS | VANGUARD STAR FDS | — | 1.6M | $126.7M | 6.89% |
| 4 | SPYV | SPDR SERIES TRUST | — | 2.2M | $124.4M | 6.77% |
| 5 | VOO | VANGUARD INDEX FDS | — | 164K | $98.2M | 5.34% |
| 6 | MUB | ISHARES TR | — | 768K | $81.5M | 4.43% |
| 7 | SCHG | SCHWAB STRATEGIC TR | — | 2.4M | $68.7M | 3.74% |
| 8 | VGK | VANGUARD INTL EQUITY INDEX F | — | 780K | $64.3M | 3.50% |
| 9 | VTV | VANGUARD INDEX FDS | — | 248K | $48.7M | 2.65% |
| 10 | AAPL | Apple Inc. | Technology | 182K | $46.3M | 2.52% |
| 11 | SPY | SPDR S&P 500 ETF Trust | — | 55K | $36.0M | 1.96% |
| 12 | MSFT | Microsoft Corporation | Technology | 97K | $35.9M | 1.95% |
| 13 | NVDA | NVIDIA Corporation | Technology | 170K | $29.6M | 1.61% |
| 14 | EWJ | ISHARES INC | — | 342K | $28.8M | 1.57% |
| 15 | SJNK | SPDR SERIES TRUST | — | 1.1M | $27.2M | 1.48% |
Showing 1 to 15 of 524 holdings