Angeles Wealth Management, LLC ETFs

Angeles Wealth Management, LLC

$1.2 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
JPST Jp Morgan ETF Tr Ultra Short I	$0	$241,000 0.02% of portfolio	4,776	Q1 2025 Added 19.4%
SMH Vaneck ETF Tr Semiconductor Et	$0	$239,000 0.02% of portfolio	1,132	Q4 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$236,000 0.02% of portfolio	2,895	Q4 2023 Reduced 36.86%
SPSM Spdr Portfolio S&P 600 Small C	$0	$236,000 0.02% of portfolio	5,803	Q1 2025 Added 3.51%
DIHP Dimensional ETF Tr Dimensional	$0	$230,000 0.02% of portfolio	8,561	Q1 2025 Reduced 53.01%
EFV Msci Eafe Value ETF	$0	$227,000 0.02% of portfolio	3,858	Q1 2025 Reduced 8.32%
VBR Vanguard Small Cap Value ETF	$0	$210,000 0.02% of portfolio	1,129	Q3 2024 Reduced 42.92%
ULST Ssga Active ETF Tr Ssga Ultra	$0	$203,000 0.02% of portfolio	5,000	Q3 2022 New
VBK Vanguard Small Cap Growth ETF	$0	$199,000 0.02% of portfolio	792	Q3 2023 Added 4.9%
IWO Ishares Russell 2000 Gwt ETF	$0	$199,000 0.02% of portfolio	780	Q3 2024 New
IUSV Ishares Core S&P U.S. Value Et	$0	$198,000 0.02% of portfolio	2,151	Q2 2024 Reduced 63.9%
AVDE American Centy ETF Tr Avantis	$0	$174,000 0.01% of portfolio	2,633	Q1 2025 Reduced 44.5%
DVYE Ishares Emerging Markets Divid	$0	$158,000 0.01% of portfolio	5,797	Q3 2022 Added 18.89%
IJR Ishares Core S&P Sm Cap ETF	$0	$156,000 0.01% of portfolio	1,495	Q1 2024 Added 162.28%
SOXX Ishares Semiconductor ETF	$0	$151,000 0.01% of portfolio	807	Q4 2024 Added 65.03%
DVY Ishares Tr	$0	$143,000 0.01% of portfolio	1,066	Q2 2024 Reduced 33.33%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$141,000 0.01% of portfolio	2,221	Q1 2025 Reduced 15.49%
IJH Ishares Core S&P Mid Cap ETF	$0	$140,000 0.01% of portfolio	2,405	Q1 2024 Added 400.0%
PICK Ishares Inc Msci Global Select	$0	$134,000 0.01% of portfolio	3,749	Q1 2025 Reduced 13.8%
FNDF Schwab Fundamental Intl Large	$0	$126,000 0.01% of portfolio	3,500	Q1 2025 Reduced 12.5%
VGT Vanguard Information Technolog	$0	$118,000 0.01% of portfolio	219	Q2 2024 Reduced 39.0%
IEMG Ishares Inc	$0	$114,000 0.01% of portfolio	2,140	Q4 2024 Added 26,650.0%
SCHB Schwab Strategic Tr Us Broad M	$0	$108,000 0.01% of portfolio	5,023	Q1 2025 Added 85.21%
VPU Vanguard Utilities ETF	$0	$108,000 0.01% of portfolio	638	Q1 2025 Reduced 37.02%
VWO Vanguard Ftse Emerging Mkts Et	$0	$107,000 0.01% of portfolio	2,371	Q4 2024 Added 33.13%
IXN Ishares Global Information Tec	$0	$107,000 0.01% of portfolio	1,420	Q1 2022 New
IWC Russell Micro Cap ETF	$0	$104,000 0.01% of portfolio	944	Q1 2025 Reduced 19.93%
BBRE Jp Morgan ETF Tr Betabuilders	$0	$102,000 0.01% of portfolio	1,090	Q1 2025 Reduced 50.77%
EFG Msci Eafe Growth ETF	$0	$97,000 0.01% of portfolio	972	Q1 2022 New
XLF Financial Sector Spdr	$0	$95,000 0.01% of portfolio	1,913	Q4 2024 Reduced 55.65%
CMF Ishares California Muni Bond E	$0	$92,000 0.01% of portfolio	1,644	Q1 2025 Reduced 8.77%
SRLN Ssga Active Trust	$0	$90,000 0.01% of portfolio	2,212	Q4 2024 Added 2.6%
IYW Ishares Dj Us Tech ETF	$0	$90,000 0.01% of portfolio	646	Q3 2024 Added 0.16%
FNDE Schwab Fundamental Emerging Mk	$0	$86,000 0.01% of portfolio	2,800	Q3 2024 New
XLC Select Sector Spdr Tr Communic	$0	$86,000 0.01% of portfolio	900	Q4 2024 Reduced 25.0%
IWN Ishares Russell2000 Val ETF	$0	$86,000 0.01% of portfolio	575	Q1 2025 Reduced 6.66%
COPX Global X Copper Miners ETF	$0	$85,000 0.01% of portfolio	2,200	Q4 2024 New
ITA Ishares Tr	$0	$76,000 0.01% of portfolio	500	Q4 2024 New
IBB Ishares Biotechnology ETF	$0	$67,000 0.01% of portfolio	524	Q4 2024 Added 2,083.33%
AVDV American Centy ETF Tr Avantis	$0	$64,000 0.01% of portfolio	932	Q1 2025 Reduced 45.05%
IEFA Ishares Tr	$0	$63,000 0.01% of portfolio	838	Q1 2025 Added 32.39%
XLY Select Sector Spdr Consumer Di	$0	$59,000 0.0% of portfolio	300	Q4 2024 New
PFFD Global X Fds U S Pfd ETF (De)	$0	$58,000 0.0% of portfolio	3,054	Q4 2024 New
DFAT Dimensional ETF Tr U S Target	$0	$57,000 0.0% of portfolio	1,123	Q1 2025 Reduced 58.91%
ITOT Ishares Core S&P Total U.S. St	$0	$57,000 0.0% of portfolio	474	Q4 2024 Added 2.38%
VOT Vanguard Mid Cap Growth Index	$0	$55,000 0.0% of portfolio	225	Q3 2024 Added 212.5%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$51,000 0.0% of portfolio	763	Q1 2025 New
XLK Technology Sector Spdr	$0	$50,000 0.0% of portfolio	246	Q4 2024 Reduced 1.99%
AVUV American Centy ETF Tr Avantis	$0	$49,000 0.0% of portfolio	569	Q1 2025 Reduced 59.79%
XLU Utilities Sector Spdr	$0	$47,000 0.0% of portfolio	600	Q1 2025 Reduced 61.29%

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