Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VOO) | 1,162,919 | -288,729 | $507,963 |
VOO | 1,162,919 | -288,729 | $507,963 |
SCHWAB STRATEGIC TR | 1,803,200 | +41,000 | $149,593 |
SCHG | 1,803,200 | +41,000 | $149,593 |
VANGUARD SCOTTSDALE FDS (VCLT) | 1,718,000 | +1,718,000 | $137,698 |
VCLT | 1,718,000 | +1,718,000 | $137,698 |
ISHARES TR (IWM) | 564,100 | +564,000 | $113,221 |
IWM | 564,100 | +564,000 | $113,221 |
SPDR SER TR (SJNK) | 4,336,260 | +2,513,100 | $109,014 |
SJNK | 4,336,260 | +2,513,100 | $109,014 |
VANGUARD INTL EQUITY INDEX F (VGK) | 1,233,000 | +1,233,000 | $79,504 |
VGK | 1,233,000 | +1,233,000 | $79,504 |
ISHARES INC (EWJ) | 1,182,500 | +436,500 | $75,846 |
EWJ | 1,182,500 | +436,500 | $75,846 |
VANGUARD STAR FDS (VXUS) | 1,024,500 | +22,078 | $59,380 |
VXUS | 1,024,500 | +22,078 | $59,380 |
TCW TRANSFORM ETF TRUST (VOTE) | 1,014,623 | +446,808 | $56,433 |
VOTE | 1,014,623 | +446,808 | $56,433 |
VANGUARD WORLD FD (ESGV) | 479,870 | +21,312 | $40,818 |
ESGV | 479,870 | +21,312 | $40,818 |
INVESCO EXCH TRADED FD TR II (BKLN) | 1,537,390 | -1,827,032 | $32,562 |
BKLN | 1,537,390 | -1,827,032 | $32,562 |
SPDR SER TR (JNK) | 315,500 | +315,500 | $29,887 |
JNK | 315,500 | +315,500 | $29,887 |
ISHARES TR (IWP) | 232,000 | +232,000 | $24,235 |
IWP | 232,000 | +232,000 | $24,235 |
SELECT SECTOR SPDR TR (XLE) | 270,800 | UNCH | $22,704 |
XLE | 270,800 | UNCH | $22,704 |
ISHARES TR (FLOT) | 412,500 | +412,500 | $20,881 |
FLOT | 412,500 | +412,500 | $20,881 |
ISHARES INC (IEMG) | 405,090 | -319,460 | $20,489 |
IEMG | 405,090 | -319,460 | $20,489 |
ISHARES TR (EMB) | 184,500 | +184,500 | $16,432 |
EMB | 184,500 | +184,500 | $16,432 |
VANGUARD WHITEHALL FDS (VYM) | 130,200 | -25,800 | $14,534 |
VYM | 130,200 | -25,800 | $14,534 |
VANGUARD WORLD FD (MGK) | 33,900 | +31,700 | $8,797 |
MGK | 33,900 | +31,700 | $8,797 |
MICROSOFT CORP | 20,621 | +10,729 | $7,754 |
MSFT | 20,621 | +10,729 | $7,754 |
VANGUARD WORLD FD (VSGX) | 136,685 | -38,508 | $7,556 |
VSGX | 136,685 | -38,508 | $7,556 |
VANGUARD INDEX FDS (VTV) | 45,765 | -301,756 | $6,842 |
VTV | 45,765 | -301,756 | $6,842 |
ISHARES TR (IDV) | 218,955 | UNCH | $6,129 |
IDV | 218,955 | UNCH | $6,129 |
APPLE INC | 28,730 | +21,876 | $5,531 |
AAPL | 28,730 | +21,876 | $5,531 |
ISHARES TR (EFA) | 71,940 | +3,175 | $5,421 |
EFA | 71,940 | +3,175 | $5,421 |
VANGUARD INDEX FDS (VUG) | 15,005 | -13,727 | $4,665 |
VUG | 15,005 | -13,727 | $4,665 |
VANGUARD TAX MANAGED FDS (VEA) | 96,795 | -44,948 | $4,636 |
VEA | 96,795 | -44,948 | $4,636 |
ISHARES TR (IVLU) | 112,500 | -9,000 | $2,982 |
IVLU | 112,500 | -9,000 | $2,982 |
ISHARES TR (EFG) | 30,500 | +30,500 | $2,954 |
EFG | 30,500 | +30,500 | $2,954 |
AMAZON COM INC | 13,631 | +1,098 | $2,071 |
AMZN | 13,631 | +1,098 | $2,071 |
VANGUARD INTL EQUITY INDEX F (VWO) | 47,700 | -27,300 | $1,960 |
VWO | 47,700 | -27,300 | $1,960 |
VANGUARD WHITEHALL FDS (VYMI) | 26,000 | -18,200 | $1,729 |
VYMI | 26,000 | -18,200 | $1,729 |
PROCTER AND GAMBLE CO | 9,661 | +181 | $1,416 |
PG | 9,661 | +181 | $1,416 |
ISHARES TR (ACWI) | 13,000 | -628 | $1,323 |
ACWI | 13,000 | -628 | $1,323 |
QUALCOMM INC | 8,449 | -438 | $1,222 |
QCOM | 8,449 | -438 | $1,222 |
NVIDIA CORPORATION | 2,284 | -230 | $1,131 |
NVDA | 2,284 | -230 | $1,131 |
JPMORGAN CHASE & CO | 6,394 | +269 | $1,088 |
JPM | 6,394 | +269 | $1,088 |
SERVICENOW INC | 1,489 | -216 | $1,052 |
NOW | 1,489 | -216 | $1,052 |
MEDTRONIC PLC | 12,627 | +128 | $1,046 |
MDT | 12,627 | +128 | $1,046 |
CHEVRON CORP NEW | 6,648 | +169 | $992 |
CVX | 6,648 | +169 | $992 |
DEXCOM INC | 7,953 | +929 | $987 |
DXCM | 7,953 | +929 | $987 |
VISA INC | 3,721 | -408 | $969 |
V | 3,721 | -408 | $969 |
SPDR S&P 500 ETF TR (SPY) | 2,026 | +2,026 | $967 |
SPY | 2,026 | +2,026 | $967 |
COCA COLA CO | 15,812 | +374 | $932 |
KO | 15,812 | +374 | $932 |
META PLATFORMS INC | 2,627 | +331 | $930 |
META | 2,627 | +331 | $930 |
US BANCORP DEL | 20,281 | +142 | $887 |
USB | 20,281 | +142 | $887 |
ADOBE INC | 1,457 | -31 | $869 |
ADBE | 1,457 | -31 | $869 |
BROADCOM INC | 759 | -52 | $847 |
AVGO | 759 | -52 | $847 |
ACCENTURE PLC IRELAND | 2,360 | +35 | $828 |
ACN | 2,360 | +35 | $828 |
JOHNSON & JOHNSON | 5,222 | +186 | $818 |
JNJ | 5,222 | +186 | $818 |
See Full List: All Stocks Held By Angeles Investment Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Angeles Investment Advisors LLC
Size ($ in 1000's)
At 12/31/2023: $1,658,639 At 09/30/2023: $1,277,204 Angeles Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Angeles Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings |