All Stocks Held By Angeles Wealth Management LLC

As of 12/31/2023, we find all stocks held by Angeles Wealth Management LLC to be as follows, presented in the table below with each row detailing each Angeles Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Angeles Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Angeles Wealth Management LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
VANGUARD WORLD FD (MGK)	348,111	+13,094	$90,338
MGK	348,111	+13,094	$90,338
VANGUARD INTL EQUITY INDEX F (VT)	845,682	+61,462	$87,004
VT	845,682	+61,462	$87,004
SPDR SER TR (SPYV)	1,337,856	+30,587	$62,384
SPYV	1,337,856	+30,587	$62,384
VANGUARD INDEX FDS (VOO)	142,360	+6,420	$62,183
VOO	142,360	+6,420	$62,183
VANGUARD STAR FDS (VXUS)	1,046,104	+69,222	$60,632
VXUS	1,046,104	+69,222	$60,632
ISHARES TR (SUB)	480,109	+62,471	$50,618
SUB	480,109	+62,471	$50,618
VANGUARD INDEX FDS (VTV)	199,990	-4,019	$29,899
VTV	199,990	-4,019	$29,899
MICROSOFT CORP	67,141	+599	$25,248
MSFT	67,141	+599	$25,248
ISHARES TR (IXUS)	347,101	-679	$22,537
IXUS	347,101	-679	$22,537
VANGUARD INTL EQUITY INDEX F (VGK)	329,639	-2,319	$21,255
VGK	329,639	-2,319	$21,255
SPDR S&P 500 ETF TR (SPY)	42,616	+1,205	$20,256
SPY	42,616	+1,205	$20,256
ISHARES INC (URTH)	144,737	-4,513	$19,253
URTH	144,737	-4,513	$19,253
APPLE INC	98,408	-2,887	$18,947
AAPL	98,408	-2,887	$18,947
ARES MANAGEMENT CORPORATION	144,223	-51	$17,151
ARES	144,223	-51	$17,151
SPDR SER TR (SJNK)	659,293	-8,084	$16,575
SJNK	659,293	-8,084	$16,575
INVESCO EXCH TRADED FD TR II (BKLN)	654,719	-1,874	$13,867
BKLN	654,719	-1,874	$13,867
ISHARES TR (SHY)	148,745	+2,230	$12,203
SHY	148,745	+2,230	$12,203
VANGUARD INDEX FDS (VTI)	45,566	+1,006	$10,809
VTI	45,566	+1,006	$10,809
VANGUARD SCOTTSDALE FDS (VGSH)	142,550	-27,499	$8,315
VGSH	142,550	-27,499	$8,315
AMAZON COM INC	49,772	+1,471	$7,562
AMZN	49,772	+1,471	$7,562
VANGUARD INDEX FDS (VUG)	23,996	-166	$7,460
VUG	23,996	-166	$7,460
ISHARES TR (PFF)	218,456	+4,966	$6,814
PFF	218,456	+4,966	$6,814
COSTCO WHSL CORP NEW	7,752	-238	$5,117
COST	7,752	-238	$5,117
ALPHABET INC	30,624	+7,660	$4,316
GOOG	30,624	+7,660	$4,316
BANK AMERICA CORP	114,820	+101,584	$3,866
BAC	114,820	+101,584	$3,866
SHERWIN WILLIAMS CO	11,981	+142	$3,737
SHW	11,981	+142	$3,737
HOME DEPOT INC	9,619	-409	$3,333
HD	9,619	-409	$3,333
NVIDIA CORPORATION	6,416	+428	$3,177
NVDA	6,416	+428	$3,177
BERKSHIRE HATHAWAY INC DEL			$2,694
BRK.B	7,553	+1,116	$2,694
MERCK & CO INC	24,335	+44	$2,653
MRK	24,335	+44	$2,653
ALPHABET INC	17,990	-1,826	$2,513
GOOGL	17,990	-1,826	$2,513
VISA INC	9,619	+561	$2,504
V	9,619	+561	$2,504
ISHARES TR (IVV)	5,099	-97	$2,435
IVV	5,099	-97	$2,435
ISHARES TR (IWB)	9,230	UNCH	$2,421
IWB	9,230	UNCH	$2,421
DIMENSIONAL ETF TRUST (DFUV)	63,148	-3,550	$2,350
DFUV	63,148	-3,550	$2,350
JOHNSON & JOHNSON	14,802	+2,436	$2,320
JNJ	14,802	+2,436	$2,320
THERMO FISHER SCIENTIFIC INC	3,781	-249	$2,007
TMO	3,781	-249	$2,007
PEPSICO INC	11,785	+206	$2,002
PEP	11,785	+206	$2,002
ELI LILLY & CO	3,409	+237	$1,987
LLY	3,409	+237	$1,987
META PLATFORMS INC	5,403	+522	$1,912
META	5,403	+522	$1,912
ARDAGH METAL PACKAGING S A	485,135	+485,135	$1,863
AMBP	485,135	+485,135	$1,863
EXXON MOBIL CORP	18,290	-1,921	$1,829
XOM	18,290	-1,921	$1,829
COLGATE PALMOLIVE CO	22,698	+50	$1,809
CL	22,698	+50	$1,809
JPMORGAN CHASE & CO	10,549	+287	$1,794
JPM	10,549	+287	$1,794
MASTERCARD INCORPORATED	3,999	-336	$1,706
MA	3,999	-336	$1,706
ISHARES TR (IWD)	10,080	UNCH	$1,666
IWD	10,080	UNCH	$1,666
INTUITIVE SURGICAL INC	4,619	+20	$1,558
ISRG	4,619	+20	$1,558
NIKE INC	14,229	-1,200	$1,545
NKE	14,229	-1,200	$1,545
MOODYS CORP	3,835	+88	$1,498
MCO	3,835	+88	$1,498
BLACKSTONE INC	11,383	+20	$1,490
BX	11,383	+20	$1,490
NOVO NORDISK A S	14,126	-89	$1,461
NVO	14,126	-89	$1,461
UNION PAC CORP	5,717	-165	$1,404
UNP	5,717	-165	$1,404
ABBVIE INC	8,771	+2,507	$1,359
ABBV	8,771	+2,507	$1,359
VANGUARD WHITEHALL FDS (VYM)	12,120	UNCH	$1,353
VYM	12,120	UNCH	$1,353
ISHARES TR (IWF)	4,242	-45	$1,286
IWF	4,242	-45	$1,286
VANGUARD SPECIALIZED FUNDS (VIG)	7,475	+10	$1,274
VIG	7,475	+10	$1,274
AMERICAN CENTY ETF TR (AVUS)	15,428	+15,428	$1,258
AVUS	15,428	+15,428	$1,258
QUANTA SVCS INC	5,785	-66	$1,248
PWR	5,785	-66	$1,248
SCHWAB STRATEGIC TR	19,218	UNCH	$1,190
FNDX	19,218	UNCH	$1,190
CINTAS CORP	1,962	-2	$1,182
CTAS	1,962	-2	$1,182
ISHARES INC (ACWV)	11,657	UNCH	$1,170
ACWV	11,657	UNCH	$1,170
SPDR SER TR (SPYG)	17,264	+417	$1,123
SPYG	17,264	+417	$1,123
INVESCO QQQ TR	2,679	UNCH	$1,097
QQQ	2,679	UNCH	$1,097
LGI HOMES INC	8,163	UNCH	$1,087
LGIH	8,163	UNCH	$1,087
ISHARES TR (EEM)	24,704	UNCH	$993
EEM	24,704	UNCH	$993
SALESFORCE INC	3,708	+270	$976
CRM	3,708	+270	$976
ACCENTURE PLC IRELAND	2,728	+39	$957
ACN	2,728	+39	$957
CONOCOPHILLIPS	8,164	+24	$948
COP	8,164	+24	$948
FORD MTR CO DEL	77,326	+64,092	$943
F	77,326	+64,092	$943
WISDOMTREE TR	18,472	+18,472	$928
USFR	18,472	+18,472	$928
ISHARES TR (IDEV)	13,983	UNCH	$890
IDEV	13,983	UNCH	$890
COUPANG INC	54,604	-736	$884
CPNG	54,604	-736	$884
ISHARES TR (EFV)	16,964	+150	$884
EFV	16,964	+150	$884
UNITEDHEALTH GROUP INC	1,643	+195	$865
UNH	1,643	+195	$865
TESLA INC	3,422	-588	$850
TSLA	3,422	-588	$850
SELECT SECTOR SPDR TR (XLE)	9,957	+1,330	$835
XLE	9,957	+1,330	$835
DIMENSIONAL ETF TRUST (DFIC)	32,267	+32,267	$824
DFIC	32,267	+32,267	$824
ADOBE INC	1,379	+154	$823
ADBE	1,379	+154	$823
EVERCORE INC	4,793	UNCH	$820
EVR	4,793	UNCH	$820
DANAHER CORPORATION	3,535	-290	$818
DHR	3,535	-290	$818
MCDONALDS CORP	2,705	+153	$802
MCD	2,705	+153	$802
CHEVRON CORP NEW	5,361	+72	$800
CVX	5,361	+72	$800
REPUBLIC SVCS INC	4,818	-63	$795
RSG	4,818	-63	$795
NETFLIX INC	1,562	+574	$761
NFLX	1,562	+574	$761
LINDE PLC	1,823	+81	$749
LIN	1,823	+81	$749
MOTOROLA SOLUTIONS INC	2,350	-9	$736
MSI	2,350	-9	$736
ISHARES TR (IWM)	3,507	+110	$704
IWM	3,507	+110	$704
DISNEY WALT CO	7,745	-1,739	$699
DIS	7,745	-1,739	$699
SERVICENOW INC	977	+115	$690
NOW	977	+115	$690
ABBOTT LABS	6,246	+387	$687
ABT	6,246	+387	$687
MDU RES GROUP INC	33,481	UNCH	$663
MDU	33,481	UNCH	$663
COCA COLA CO	10,884	+1,271	$641
KO	10,884	+1,271	$641
PLAINS GP HLDGS L P	39,649	UNCH	$632
PAGP	39,649	UNCH	$632
REVVITY INC	5,709	+5,709	$624
RVTY	5,709	+5,709	$624
QUALCOMM INC	4,294	+1,321	$621
QCOM	4,294	+1,321	$621
CISCO SYS INC	12,104	+3,315	$611
CSCO	12,104	+3,315	$611
BALL CORP	10,604	-1,648	$610
BALL	10,604	-1,648	$610
ADVANCED MICRO DEVICES INC	3,996	+312	$589
AMD	3,996	+312	$589
DIMENSIONAL ETF TRUST (DFEM)	23,526	+23,526	$587
DFEM	23,526	+23,526	$587
ISHARES TR (IWR)	7,299	UNCH	$567
IWR	7,299	UNCH	$567
SPDR SER TR (SDY)	4,518	UNCH	$565
SDY	4,518	UNCH	$565
RTX CORPORATION	6,602	-175	$555
RTX	6,602	-175	$555
KNIFE RIVER CORP	8,370	UNCH	$554
KNF	8,370	UNCH	$554
PROCTER AND GAMBLE CO	3,683	-485	$540
PG	3,683	-485	$540
BROADCOM INC	481	+87	$537
AVGO	481	+87	$537
PROGRESSIVE CORP	3,349	+10	$533
PGR	3,349	+10	$533
BRISTOL MYERS SQUIBB CO	10,321	+1,754	$530
BMY	10,321	+1,754	$530
OLD DOMINION FREIGHT LINE IN	1,279	-338	$518
ODFL	1,279	-338	$518
IDEXX LABS INC	929	-71	$516
IDXX	929	-71	$516
ISHARES TR (TIP)	4,743	+4,709	$510
TIP	4,743	+4,709	$510
ISHARES TR (IUSV)	5,959	+3,987	$503
IUSV	5,959	+3,987	$503
PHILLIPS 66	3,647	+537	$486
PSX	3,647	+537	$486
WASTE MGMT INC DEL	2,711	+4	$486
WM	2,711	+4	$486
BLACKROCK INC	586	-40	$476
BLK	586	-40	$476
ENTERPRISE PRODS PARTNERS L	17,995	+6,748	$474
EPD	17,995	+6,748	$474
TJX COS INC NEW	5,020	+235	$471
TJX	5,020	+235	$471
INTEL CORP	9,105	+1,057	$458
INTC	9,105	+1,057	$458
ANALOG DEVICES INC	2,279	+73	$453
ADI	2,279	+73	$453
VANGUARD INTL EQUITY INDEX F (VEU)	8,027	UNCH	$451
VEU	8,027	UNCH	$451
INTERNATIONAL BUSINESS MACHS	2,735	+657	$447
IBM	2,735	+657	$447
BECTON DICKINSON & CO	1,788	-104	$436
BDX	1,788	-104	$436
PFIZER INC	14,907	-239	$429
PFE	14,907	-239	$429
FIDELITY NATIONAL FINANCIAL	8,000	+8,000	$408
FNF	8,000	+8,000	$408
PHILIP MORRIS INTL INC	4,322	-90	$407
PM	4,322	-90	$407
LAM RESEARCH CORP	514	+22	$403
LRCX	514	+22	$403
WALMART INC	2,500	+203	$394
WMT	2,500	+203	$394
HONEYWELL INTL INC	1,851	-80	$388
HON	1,851	-80	$388
VANGUARD INDEX FDS (VB)	1,798	-80	$384
VB	1,798	-80	$384
BOEING CO	1,463	+60	$381
BA	1,463	+60	$381
ISHARES TR (GOVT)	16,516	+16,516	$381
GOVT	16,516	+16,516	$381
CSX CORP	10,797	-117	$374
CSX	10,797	-117	$374
PALO ALTO NETWORKS INC	1,267	-27	$374
PANW	1,267	-27	$374
APOLLO GLOBAL MGMT INC	3,929	+919	$366
APO	3,929	+919	$366
VANGUARD INDEX FDS (VBR)	1,978	-48	$356
VBR	1,978	-48	$356
STRYKER CORPORATION	1,185	-18	$355
SYK	1,185	-18	$355
NOVARTIS AG	3,482	+228	$352
NVS	3,482	+228	$352
TAIWAN SEMICONDUCTOR MFG LTD	3,351	-28	$349
TSM	3,351	-28	$349
STARBUCKS CORP	3,571	-405	$343
SBUX	3,571	-405	$343
VERTEX PHARMACEUTICALS INC	837	+3	$341
VRTX	837	+3	$341
IQVIA HLDGS INC	1,449	-67	$335
IQV	1,449	-67	$335
DIMENSIONAL ETF TRUST (DUHP)	11,680	+11,680	$334
DUHP	11,680	+11,680	$334
ISHARES TR (IUSG)	3,146	+3,146	$327
IUSG	3,146	+3,146	$327
MARATHON PETE CORP	2,207	-19	$327
MPC	2,207	-19	$327
FRANKLIN RESOURCES INC	10,885	+236	$324
BEN	10,885	+236	$324
ZOETIS INC	1,640	+56	$324
ZTS	1,640	+56	$324
WISDOMTREE TR	7,622	UNCH	$320
IHDG	7,622	UNCH	$320
LOCKHEED MARTIN CORP	707	+707	$320
LMT	707	+707	$320
ORACLE CORP	3,026	+277	$319
ORCL	3,026	+277	$319
MARRIOTT INTL INC NEW	1,408	+6	$318
MAR	1,408	+6	$318
AMERICAN CENTY ETF TR (AVUV)	3,518	+3,518	$316
AVUV	3,518	+3,518	$316
THE CIGNA GROUP	1,032	-292	$309
CI	1,032	-292	$309
MICROCHIP TECHNOLOGY INC.	3,416	+14	$308
MCHP	3,416	+14	$308
COMCAST CORP NEW	6,459	-288	$283
CMCSA	6,459	-288	$283
VANGUARD WHITEHALL FDS (VYMI)	4,167	UNCH	$277
VYMI	4,167	UNCH	$277
REGENERON PHARMACEUTICALS	314	+2	$276
REGN	314	+2	$276
XYLEM INC	2,360	-109	$270
XYL	2,360	-109	$270
CROWN CASTLE INC	2,320	+2,320	$267
CCI	2,320	+2,320	$267
SPDR GOLD TR (GLD)	1,390	+1,390	$266
GLD	1,390	+1,390	$266
SAP SE	1,721	+1,721	$266
SAP	1,721	+1,721	$266
MICRON TECHNOLOGY INC	3,109	+3,109	$265
MU	3,109	+3,109	$265
SPDR SER TR (ONEY)	2,616	UNCH	$263
ONEY	2,616	UNCH	$263
VANGUARD MALVERN FDS (VTIP)	5,535	+5,535	$263
VTIP	5,535	+5,535	$263
DOW INC	4,750	+4,750	$260
DOW	4,750	+4,750	$260
ISHARES TR (IJT)	2,079	UNCH	$260
IJT	2,079	UNCH	$260
MORGAN STANLEY	2,789	+2,789	$260
MS	2,789	+2,789	$260
FISERV INC	1,947	+1,947	$259
FI	1,947	+1,947	$259
LOWES COS INC	1,158	+1,158	$258
LOW	1,158	+1,158	$258
MONSTER BEVERAGE CORP NEW	4,482	+14	$258
MNST	4,482	+14	$258
VANGUARD INDEX FDS (VNQ)	2,910	-49	$257
VNQ	2,910	-49	$257
GENERAL ELECTRIC CO	1,997	+1,997	$255
GE	1,997	+1,997	$255
AUTOMATIC DATA PROCESSING IN	1,065	+1	$248
ADP	1,065	+1	$248
ISHARES TR (IEUR)	4,500	UNCH	$248
IEUR	4,500	UNCH	$248
CANADIAN PACIFIC KANSAS CITY	3,128	-69	$247
CP	3,128	-69	$247
WORKDAY INC	893	+893	$247
WDAY	893	+893	$247
TRACTOR SUPPLY CO	1,134	-8	$244
TSCO	1,134	-8	$244
UBER TECHNOLOGIES INC	3,966	+3,966	$244
UBER	3,966	+3,966	$244
CUMMINS INC	1,005	+1,005	$241
CMI	1,005	+1,005	$241
NORTHROP GRUMMAN CORP	512	+5	$240
NOC	512	+5	$240
CARRIER GLOBAL CORPORATION	4,153	+338	$239
CARR	4,153	+338	$239
SHELL PLC	3,612	+3,612	$238
SHEL	3,612	+3,612	$238
VERIZON COMMUNICATIONS INC	6,280	-237	$237
VZ	6,280	-237	$237
ASML HOLDING N V	306	-71	$232
ASML	306	-71	$232
AMERICAN EXPRESS CO	1,219	+1,219	$228
AXP	1,219	+1,219	$228
METTLER TOLEDO INTERNATIONAL	188	+5	$228
MTD	188	+5	$228
SPDR SER TR (SPSM)	5,359	+260	$226
SPSM	5,359	+260	$226
T MOBILE US INC	1,407	+1,407	$226
TMUS	1,407	+1,407	$226
TEXAS INSTRS INC	1,314	+41	$224
TXN	1,314	+41	$224
EATON CORP PLC	928	+928	$223
ETN	928	+928	$223
WELLS FARGO CO NEW	4,534	+4,534	$223
WFC	4,534	+4,534	$223
ISHARES TR (EFA)	2,895	-1,690	$218
EFA	2,895	-1,690	$218
APPLIED MATLS INC	1,278	+1,278	$207
AMAT	1,278	+1,278	$207
ASTRAZENECA PLC	3,060	-127	$206
AZN	3,060	-127	$206
SSGA ACTIVE ETF TR (ULST)	5,000	UNCH	$202
ULST	5,000	UNCH	$202
J P MORGAN EXCHANGE TRADED F (JPST)	4,000	UNCH	$201
JPST	4,000	UNCH	$201
VANGUARD INDEX FDS (VBK)	792	UNCH	$191
VBK	792	UNCH	$191
ISHARES TR (DVY)	1,599	UNCH	$187
DVY	1,599	UNCH	$187
DIMENSIONAL ETF TRUST (DISV)	7,175	+7,175	$185
DISV	7,175	+7,175	$185
ISHARES TR (SOXX)	319	+224	$184
SOXX	319	+224	$184
VANGUARD INTL EQUITY INDEX F (VWO)	4,465	+2,515	$184
VWO	4,465	+2,515	$184
DIMENSIONAL ETF TRUST (DIHP)	7,130	+7,130	$183
DIHP	7,130	+7,130	$183
VANGUARD WORLD FDS (VGT)	359	+17	$174
VGT	359	+17	$174
SPDR SER TR (BIL)	1,700	UNCH	$155
BIL	1,700	UNCH	$155
ISHARES INC (DVYE)	5,797	UNCH	$154
DVYE	5,797	UNCH	$154
ROBINHOOD MKTS INC	11,597	UNCH	$148
HOOD	11,597	UNCH	$148
ISHARES TR (IWC)	1,179	UNCH	$137
IWC	1,179	UNCH	$137
ISHARES TR (IJH)	481	+80	$133
IJH	481	+80	$133
DIMENSIONAL ETF TRUST (DFAS)	2,175	-4,125	$130
DFAS	2,175	-4,125	$130
NOKIA CORP	36,794	+36,794	$126
NOK	36,794	+36,794	$126
VANGUARD SCOTTSDALE FDS (VGIT)	2,106	+70	$125
VGIT	2,106	+70	$125
J P MORGAN EXCHANGE TRADED F (BBRE)	1,379	+1,379	$123
BBRE	1,379	+1,379	$123
ISHARES TR (IHE)	650	UNCH	$121
IHE	650	UNCH	$121
ISHARES TR (IXN)	1,420	UNCH	$97
IXN	1,420	UNCH	$97
ISHARES TR (EFG)	972	UNCH	$94
EFG	972	UNCH	$94
ISHARES TR (SHYG)	2,151	+54	$91
SHYG	2,151	+54	$91
ISHARES TR (USMV)	1,126	+1,126	$88
USMV	1,126	+1,126	$88
ISHARES TR (IEFA)	1,187	+293	$84
IEFA	1,187	+293	$84
SELECT SECTOR SPDR TR (XLF)	2,098	-1,862	$79
XLF	2,098	-1,862	$79
ISHARES TR (IYF)	913	+913	$78
IYF	913	+913	$78
ISHARES TR (IYH)	266	+266	$76
IYH	266	+266	$76
SSGA ACTIVE ETF TR (SRLN)	1,784	+141	$75
SRLN	1,784	+141	$75
WIPRO LTD	11,322	-17,522	$63
WIT	11,322	-17,522	$63
ISHARES TR (IJR)	570	UNCH	$62
IJR	570	UNCH	$62
SCHWAB STRATEGIC TR	890	+90	$50
SCHB	890	+90	$50
DIMENSIONAL ETF TRUST (DFAC)	1,523	UNCH	$45
DFAC	1,523	UNCH	$45
SELECT SECTOR SPDR TR (XLI)	396	+192	$45
XLI	396	+192	$45
DIMENSIONAL ETF TRUST (DFAT)	738	UNCH	$39
DFAT	738	UNCH	$39
SPDR SER TR (SPYD)	971	UNCH	$38
SPYD	971	UNCH	$38
VANGUARD WORLD FDS (VCR)	126	+126	$38
VCR	126	+126	$38
VANGUARD WORLD FDS (VDE)	322	+122	$38
VDE	322	+122	$38
VANGUARD INDEX FDS (VO)	163	+117	$38
VO	163	+117	$38
ISHARES TR (IYK)	187	+187	$36
IYK	187	+187	$36
SCHWAB STRATEGIC TR	1,000	+1,000	$34
FNDF	1,000	+1,000	$34
VANGUARD WORLD FDS (VOX)	275	+275	$32
VOX	275	+275	$32
ISHARES TR (EXI)	247	+247	$31
EXI	247	+247	$31
ISHARES TR (DGRO)	517	+17	$28
DGRO	517	+17	$28
ISHARES TR (ITOT)	263	+46	$28
ITOT	263	+46	$28
SELECT SECTOR SPDR TR (XLK)	146	+41	$28
XLK	146	+41	$28
SCHWAB STRATEGIC TR	357	-1,588	$27
SCHD	357	-1,588	$27
ISHARES TR (FALN)	944	-223	$25
FALN	944	-223	$25
ISHARES TR (IYC)	322	+322	$24
IYC	322	+322	$24
J P MORGAN EXCHANGE TRADED F (JEPI)	400	+400	$22
JEPI	400	+400	$22
SELECT SECTOR SPDR TR (XLC)	308	-130	$22
XLC	308	-130	$22
SELECT SECTOR SPDR TR (XLRE)	543	+543	$22
XLRE	543	+543	$22
VANGUARD INDEX FDS (VOT)	72	UNCH	$16
VOT	72	UNCH	$16
VANGUARD WORLD FDS (VAW)	81	+81	$15
VAW	81	+81	$15
DIMENSIONAL ETF TRUST (DFAR)	569	+569	$13
DFAR	569	+569	$13
VANGUARD SCOTTSDALE FDS (VTWO)	156	+156	$13
VTWO	156	+156	$13
ISHARES TR (SCZ)	198	+56	$12
SCZ	198	+56	$12
ISHARES TR (OEF)	43	UNCH	$10
OEF	43	UNCH	$10
SPDR SER TR (MDYG)	81	+81	$6
MDYG	81	+81	$6
SPDR SER TR (FLRN)	161	+161	$5
FLRN	161	+161	$5
ISHARES TR (IAT)	100	UNCH	$4
IAT	100	UNCH	$4
SPDR SER TR (SPHY)	174	+174	$4
SPHY	174	+174	$4
SELECT SECTOR SPDR TR (XLY)	20	-309	$4
XLY	20	-309	$4
SELECT SECTOR SPDR TR (XLV)	24	-511	$3
XLV	24	-511	$3
SCHWAB STRATEGIC TR	63	+63	$2
SCHF	63	+63	$2
SELECT SECTOR SPDR TR (XLP)	27	+27	$2
XLP	27	+27	$2
SELECT SECTOR SPDR TR (XLU)	8	+8	$1
XLU	8	+8	$1
CITIGROUP INC			$0 (exited)
C	0	-5,377	$0
DBX ETF TR			$0 (exited)
DBAW	0	-7,875	$0
DIMENSIONAL ETF TRUST			$0 (exited)
DFIV	0	UNCH	$0
WISDOMTREE TR			$0 (exited)
DGRW	0	-398	$0
FISERV INC			$0 (exited)
FISV	0	-1,928	$0
GENERAL MTRS CO			$0 (exited)
GM	0	-6,201	$0
HALLIBURTON CO			$0 (exited)
HAL	0	-5,285	$0
ISHARES TR			$0 (exited)
IEF	0	-386	$0
ISHARES TR			$0 (exited)
IXP	0	-236	$0
ISHARES TR			$0 (exited)
MBB	0	-544	$0
MEDTRONIC PLC			$0 (exited)
MDT	0	-2,888	$0
ALTRIA GROUP INC			$0 (exited)
MO	0	-6,329	$0
ON SEMICONDUCTOR CORP			$0 (exited)
ON	0	-4,256	$0
INVESCO EXCHANGE TRADED FD T			$0 (exited)
PRFZ	0	-1,655	$0
INVESCO EXCHANGE TRADED FD T			$0 (exited)
RSP	0	-774	$0
ISHARES TR			$0 (exited)
SHV	0	-727	$0
VANGUARD WORLD FDS			$0 (exited)
VDC	0	-184	$0
VANGUARD WORLD FDS			$0 (exited)
VIS	0	-223	$0
WASTE CONNECTIONS INC			$0 (exited)
WCN	0	-2,391	$0
SELECT SECTOR SPDR TR			$0 (exited)
XLB	0	-162	$0
INVESCO EXCHANGE TRADED FD T	0	-540	$0 (exited)
XMHQ	0	-540	$0

See Summary: Angeles Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Angeles Wealth Management LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
AMBP	+485,135	+$1,863
AVUS	+15,428	+$1,258
USFR	+18,472	+$928
DFIC	+32,267	+$824
RVTY	+5,709	+$624
DFEM	+23,526	+$587
FNF	+8,000	+$408
GOVT	+16,516	+$381
DUHP	+11,680	+$334
IUSG	+3,146	+$327

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
ON	-4,256	-$396
WCN	-2,391	-$321
MO	-6,329	-$266
MDT	-2,888	-$226
DBAW	-7,875	-$225
C	-5,377	-$221
FISV	-1,928	-$218
HAL	-5,285	-$214
GM	-6,201	-$204
RSP	-774	-$110

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
BAC	+101,584	+$3,504
VXUS	+69,222	+$8,349
F	+64,092	+$779
SUB	+62,471	+$7,660
VT	+61,462	+$13,930
SPYV	+30,587	+$8,446
MGK	+13,094	+$14,323
GOOG	+7,660	+$1,288
EPD	+6,748	+$166
VOO	+6,420	+$8,799

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
VGSH	-27,499	-$1,480
WIT	-17,522	-$77
SJNK	-8,084	+$251
URTH	-4,513	+$1,318
DFAS	-4,125	-$201
VTV	-4,019	+$1,760
DFUV	-3,550	+$81
AAPL	-2,887	+$1,604
VGK	-2,319	+$2,025

Angeles Wealth Management LLC Info

Size ($ in 1000's)
At 12/31/2023: $820,782
At 09/30/2023: $707,834

Angeles Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Angeles Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

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