Angeles Investment Advisors, LLC
CIK 1535695 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- VOO30.63%
- SCHG9.02%
- VCLT8.30%
- IWM6.83%
- SJNK6.57%
- VGK4.79%
- EWJ4.57%
- VXUS3.58%
- VOTE3.40%
- ESGV2.46%
Share classes counted separately80.15%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VOOWeight decreased · -14.01 pp44.64% → 30.63%Shares -288.73K (-19.89%)
- IWMWeight increased · +6.83 pp0.00% → 6.83%Shares +564.00K (+564000.00%)
- BKLNWeight decreased · -3.57 pp5.53% → 1.96%Shares -1.83M (-54.30%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $507.96M | 30.63% | 1.16M shares | 44.64% → 30.63%-14.01 pp -288.73K (-19.89%) | Reduced | ↗▾ |
| 02 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $149.59M | 9.02% | 1.80M shares | 10.03% → 9.02%-1.01 pp +41.00K (+2.33%) | Added | ↗▾ |
| 03 | VCLTVANGUARD LONG-TERM CORP BONDLG-TERM COR BD View history and evidence | $137.70M | 8.30% | 1.72M shares | Prior unavailable +1.72M | New | ↗▾ |
| 04 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $113.22M | 6.83% | 564.10K shares | 0.00% → 6.83%+6.83 pp +564.00K (+564000.00%) | Added | ↗▾ |
| 05 | SJNKSS SPDR BB ST HI YIELD ETFBLOOMBERG SHT TE View history and evidence | $109.01M | 6.57% | 4.34M shares | 3.49% → 6.57%+3.08 pp +2.51M (+137.84%) | Added | ↗▾ |
| 06 | VGKVANGUARD FTSE EUROPE ETFFTSE EUROPE ETF View history and evidence | $79.50M | 4.79% | 1.23M shares | Prior unavailable +1.23M | New | ↗▾ |
| 07 | EWJISHARES MSCI JAPAN ETFMSCI JPN ETF NEW View history and evidence | $75.85M | 4.57% | 1.18M shares | 3.52% → 4.57%+1.05 pp +436.50K (+58.51%) | Added | ↗▾ |
| 08 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $59.38M | 3.58% | 1.02M shares | 4.20% → 3.58%-0.62 pp +22.08K (+2.20%) | Added | ↗▾ |
| 09 | VOTETCW TRANSFORM 500 ETFTRANSFRM 500 ETF View history and evidence | $56.43M | 3.40% | 1.01M shares | 2.22% → 3.40%+1.18 pp +446.81K (+78.69%) | Added | ↗▾ |
| 10 | ESGVVANGUARD ESG US STOCK ETFESG US STK ETF View history and evidence | $40.82M | 2.46% | 479.87K shares | 2.70% → 2.46%-0.24 pp +21.31K (+4.65%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FALN ISHARES FALLEN ANGELS ETF | Non-derivative | -1,065,781 | -$26.43M | SEC filing ↗ | SEC filing ↗ |
| EFV ISHARES MSCI EAFE VALUE ETF | Non-derivative | -396,400 | -$19.40M | SEC filing ↗ | SEC filing ↗ |
| SPYD SS SPDR P S&P 500 HI DIV ETF | Non-derivative | -142,000 | -$4.98M | SEC filing ↗ | SEC filing ↗ |
3 / 8 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 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1658640012
}Research all 198 reported holdings.
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