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
VOT Vanguard Mid Cap Growth Index	$0	$57,000 0.0% of portfolio	225	Q3 2024 Added 212.5%
VCR Vanguard Consumer Discretionar	$0	$47,000 0.0% of portfolio	126	Q4 2023 New
PAVE Global X Fds Us Infrastructure	$0	$46,000 0.0% of portfolio	1,140	Q4 2024 New
MGV Vanguard Mega Cap Value	$0	$44,000 0.0% of portfolio	355	Q3 2024 New
IEFA Ishares Tr	$0	$44,000 0.0% of portfolio	633	Q4 2024 Reduced 46.67%
VO Vanguard Mid Cap ETF	$0	$43,000 0.0% of portfolio	163	Q4 2023 Added 254.35%
VOX Vanguard Communication Service	$0	$42,000 0.0% of portfolio	275	Q4 2023 New
XLV Select Sector Spdr Fund Health	$0	$41,000 0.0% of portfolio	300	Q4 2024 Reduced 78.57%
XLP Consumer Staples Sector Spdr	$0	$38,000 0.0% of portfolio	500	Q4 2024 Reduced 64.29%
SDY Spdr Series Tr Spdr S&P Divide	$0	$37,000 0.0% of portfolio	282	Q1 2024 Reduced 93.76%
DISV Dimensional ETF Tr Dimensional	$0	$36,000 0.0% of portfolio	1,391	Q3 2024 Reduced 52.93%
SPYD Spdr Portfolio S&P 500 High Di	$0	$35,000 0.0% of portfolio	830	Q2 2024 Reduced 2.47%
FALN Ishares Tr Fallen Angels Usd B	$0	$30,000 0.0% of portfolio	1,135	Q3 2024 Added 9.03%
IWB Ishares Tr Russell 1000 ETF	$0	$27,000 0.0% of portfolio	84	Q4 2024 Reduced 1.18%
XLI Industrial Sector Spdr	$0	$26,000 0.0% of portfolio	204	Q4 2024 Reduced 83.06%
VXF Vanguard Extended Market ETF	$0	$24,000 0.0% of portfolio	127	Q4 2024 New
SHM Spdr Nuveen Bloomberg Short Te	$0	$23,000 0.0% of portfolio	490	Q3 2024 Reduced 48.37%
JEPI J P Morgan Exchange Traded Fd	$0	$23,000 0.0% of portfolio	400	Q4 2023 New
IYK Ishares U.S. Consumer Staples	$0	$22,000 0.0% of portfolio	342	Q2 2024 Reduced 39.04%
XYLD Global X Fds S&P 500 Covered C	$0	$20,000 0.0% of portfolio	500	Q4 2024 New
IUSG Ishares Core S&P U.S Growth Et	$0	$19,000 0.0% of portfolio	141	Q1 2024 Reduced 95.52%
MOAT Vaneck Morningstar Wide Moat E	$0	$16,000 0.0% of portfolio	194	Q4 2024 New
XLRE Select Sector Spdr Tr Real Est	$0	$12,000 0.0% of portfolio	299	Q4 2024 Reduced 89.32%
OEF Ishares S&P 100 ETF	$0	$11,000 0.0% of portfolio	43	Q3 2023 New
VAW Vanguard Materials ETF	$0	$9,000 0.0% of portfolio	48	Q2 2024 Reduced 40.74%
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$7,000 0.0% of portfolio	81	Q4 2023 New
MOO Vaneck Vectors ETF Tr Vaneck A	$0	$6,000 0.0% of portfolio	100	Q4 2024 New
DFAS Dimensional ETF Tr U S Small C	$0	$6,000 0.0% of portfolio	96	Q3 2024 Reduced 82.55%
IAT Ishares Tr	$0	$5,000 0.0% of portfolio	100	Q1 2023 New
IWS Ishares Russell Midcap Value E	$0	$5,000 0.0% of portfolio	44	Q3 2024 Reduced 6.38%
FLRN Spdr Bloomberg Investment Grad	$0	$4,000 0.0% of portfolio	161	Q4 2023 New
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$4,000 0.0% of portfolio	174	Q4 2023 New

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