Angeles Investment Advisors, LLC
CIK 1535695 · Holdings on Sep 30, 2023 · First reported Nov 9, 2023
Top ten holdings
Q3 2023- VOO44.64%
- SCHG10.03%
- BKLN5.53%
- VXUS4.20%
- VTV3.75%
- EWJ3.52%
- SJNK3.49%
- ESGV2.70%
- IEMG2.70%
- VOTE2.22%
Share classes counted separately82.78%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $570.20M | 44.64% | 1.45M shares | — | ↗▾ | |
| 02 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $128.15M | 10.03% | 1.76M shares | — | ↗▾ | |
| 03 | BKLNINVESCO SENIOR LOAN ETFSR LN ETF View history and evidence | $70.62M | 5.53% | 3.36M shares | — | ↗▾ | |
| 04 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $53.65M | 4.20% | 1.00M shares | — | ↗▾ | |
| 05 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $47.93M | 3.75% | 347.52K shares | — | ↗▾ | |
| 06 | EWJISHARES MSCI JAPAN ETFMSCI JPN ETF NEW View history and evidence | $44.98M | 3.52% | 746.00K shares | — | ↗▾ | |
| 07 | SJNKSS SPDR BB ST HI YIELD ETFBLOOMBERG SHT TE View history and evidence | $44.59M | 3.49% | 1.82M shares | — | ↗▾ | |
| 08 | ESGVVANGUARD ESG US STOCK ETFESG US STK ETF View history and evidence | $34.49M | 2.70% | 458.56K shares | — | ↗▾ | |
| 09 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $34.48M | 2.70% | 724.55K shares | — | ↗▾ | |
| 10 | VOTETCW TRANSFORM 500 ETFTRANSFRM 500 ETF View history and evidence | $28.32M | 2.22% | 567.82K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 37
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ILF ISHARES LATIN AMERICA 40 ETF | Non-derivative | — | — | SEC filing ↗ | |
| MDU MDU RESOURCES GROUP INC | Non-derivative | — | — | SEC filing ↗ | |
| PWR QUANTA SERVICES INC | Non-derivative | — | — | SEC filing ↗ |
3 / 37 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1535695 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1277207465
}Research all 183 reported holdings.
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