Angeles Wealth Management, LLC ETFs

Angeles Wealth Management, LLC

$1.21 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ONEY Spdr Ser Tr Russell 1000 Core	$0	$284,000 0.02% of portfolio	2,616	Q2 2023 Added 2.79%
VYMI Vanguard Whitehall Fds Intl Hi	$0	$282,000 0.02% of portfolio	4,167	Q3 2022 Added 9.6%
SMH Vaneck ETF Tr Semiconductor Et	$0	$274,000 0.02% of portfolio	1,132	Q4 2024 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$251,000 0.02% of portfolio	5,606	Q4 2024 Added 4.61%
DFEM Dimensional ETF Tr Emerging Mk	$0	$242,000 0.02% of portfolio	9,266	Q4 2024 Reduced 2.51%
TIP Ishares Tr Tips Bd ETF	$0	$228,000 0.02% of portfolio	2,149	Q4 2024 Reduced 1.56%
IWO Ishares Russell 2000 Gwt ETF	$0	$224,000 0.02% of portfolio	780	Q3 2024 New
VBR Vanguard Small Cap Value ETF	$0	$223,000 0.02% of portfolio	1,129	Q3 2024 Reduced 42.92%
VBK Vanguard Small Cap Growth ETF	$0	$221,000 0.02% of portfolio	792	Q3 2023 Added 4.9%
EFV Msci Eafe Value ETF	$0	$220,000 0.02% of portfolio	4,208	Q4 2024 Reduced 10.62%
EFA Ishares Tr Msci Eafe ETF	$0	$218,000 0.02% of portfolio	2,895	Q4 2023 Reduced 36.86%
AVEM American Centy ETF Tr Avantis	$0	$214,000 0.02% of portfolio	3,648	Q3 2024 Added 1,479.22%
BBRE Jp Morgan ETF Tr Betabuilders	$0	$207,000 0.02% of portfolio	2,214	Q4 2024 Reduced 10.33%
ULST Ssga Active ETF Tr Ssga Ultra	$0	$202,000 0.02% of portfolio	5,000	Q3 2022 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$201,000 0.02% of portfolio	4,000	Q1 2023 Reduced 39.03%
IUSV Ishares Core S&P U.S. Value Et	$0	$199,000 0.02% of portfolio	2,151	Q2 2024 Reduced 63.9%
SOXX Ishares Semiconductor ETF	$0	$173,000 0.01% of portfolio	807	Q4 2024 Added 65.03%
IJR Ishares Core S&P Sm Cap ETF	$0	$172,000 0.01% of portfolio	1,495	Q1 2024 Added 162.28%
VPU Vanguard Utilities ETF	$0	$165,000 0.01% of portfolio	1,013	Q4 2024 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$159,000 0.01% of portfolio	2,628	Q4 2024 Added 1,227.27%
IWC Russell Micro Cap ETF	$0	$153,000 0.01% of portfolio	1,179	Q1 2022 New
DFAT Dimensional ETF Tr U S Target	$0	$152,000 0.01% of portfolio	2,733	Q3 2024 Reduced 6.53%
PICK Ishares Inc Msci Global Select	$0	$152,000 0.01% of portfolio	4,349	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$149,000 0.01% of portfolio	2,405	Q1 2024 Added 400.0%
DVYE Ishares Emerging Markets Divid	$0	$149,000 0.01% of portfolio	5,797	Q3 2022 Added 18.89%
DVY Ishares Tr	$0	$139,000 0.01% of portfolio	1,066	Q2 2024 Reduced 33.33%
VGT Vanguard Information Technolog	$0	$136,000 0.01% of portfolio	219	Q2 2024 Reduced 39.0%
AVUV American Centy ETF Tr Avantis	$0	$136,000 0.01% of portfolio	1,415	Q4 2024 Reduced 36.97%
FNDF Schwab Fundamental Intl Large	$0	$132,000 0.01% of portfolio	4,000	Q4 2024 Added 409.55%
IXN Ishares Global Information Tec	$0	$120,000 0.01% of portfolio	1,420	Q1 2022 New
XLU Utilities Sector Spdr	$0	$117,000 0.01% of portfolio	1,550	Q4 2024 New
IEMG Ishares Inc	$0	$114,000 0.01% of portfolio	2,140	Q4 2024 Added 26,650.0%
AVDV American Centy ETF Tr Avantis	$0	$110,000 0.01% of portfolio	1,696	Q3 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$104,000 0.01% of portfolio	2,371	Q4 2024 Added 33.13%
IYW Ishares Dj Us Tech ETF	$0	$103,000 0.01% of portfolio	646	Q3 2024 Added 0.16%
CMF Ishares California Muni Bond E	$0	$103,000 0.01% of portfolio	1,802	Q4 2024 Added 209.09%
IWN Ishares Russell2000 Val ETF	$0	$101,000 0.01% of portfolio	616	Q3 2024 Added 1,402.44%
EFG Msci Eafe Growth ETF	$0	$94,000 0.01% of portfolio	972	Q1 2022 New
SRLN Ssga Active Trust	$0	$92,000 0.01% of portfolio	2,212	Q4 2024 Added 2.6%
XLF Financial Sector Spdr	$0	$92,000 0.01% of portfolio	1,913	Q4 2024 Reduced 55.65%
XLC Select Sector Spdr Tr Communic	$0	$87,000 0.01% of portfolio	900	Q4 2024 Reduced 25.0%
COPX Global X Copper Miners ETF	$0	$83,000 0.01% of portfolio	2,200	Q4 2024 New
FNDE Schwab Fundamental Emerging Mk	$0	$81,000 0.01% of portfolio	2,800	Q3 2024 New
ITA Ishares Tr	$0	$72,000 0.01% of portfolio	500	Q4 2024 New
IBB Ishares Biotechnology ETF	$0	$69,000 0.01% of portfolio	524	Q4 2024 Added 2,083.33%
XLY Select Sector Spdr Consumer Di	$0	$67,000 0.01% of portfolio	300	Q4 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$61,000 0.01% of portfolio	2,712	Q4 2024 Added 200.0%
ITOT Ishares Core S&P Total U.S. St	$0	$60,000 0.0% of portfolio	474	Q4 2024 Added 2.38%
PFFD Global X Fds U S Pfd ETF (De)	$0	$59,000 0.0% of portfolio	3,054	Q4 2024 New
XLK Technology Sector Spdr	$0	$57,000 0.0% of portfolio	246	Q4 2024 Reduced 1.99%

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