ANGELES WEALTH MANAGEMENT, LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$571.3T
Holdings
211
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (211 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTVANGUARD INTL EQUITY INDEX F | 565,511 | $48.7T | 8.53% | |
| 2 | MGKVANGUARD WORLD FD | 280,422 | $48.3T | 8.45% | |
| 3 | SUBISHARES TR | 363,970 | $38.0T | 6.64% | |
| 4 | SPYVSPDR SER TR | 897,631 | $34.9T | 6.11% | |
| 5 | VTVVANGUARD INDEX FDS | 226,419 | $31.8T | 5.56% | |
| 6 | VOOVANGUARD INDEX FDS | 71,506 | $25.1T | 4.40% | |
| 7 | VXUSVANGUARD STAR FDS | 465,125 | $24.1T | 4.21% | |
| 8 | IXUSISHARES TR | 366,880 | $21.2T | 3.72% | |
| 9 | URTHISHARES INC | 153,320 | $16.8T | 2.93% | |
| 10 | SPYSPDR S&P 500 ETF TR | 41,535 | $15.9T | 2.78% | |
| 11 | SPYDSPDR SER TR | 390,011 | $15.4T | 2.70% | |
| 12 | SJNKSPDR SER TR | 608,225 | $14.7T | 2.58% | |
| 13 | ARESARES MANAGEMENT CORPORATION | 198,635 | $13.6T | 2.38% | |
| 14 | MSFTMICROSOFT CORP | 54,344 | $13.0T | 2.28% | |
| 15 | VGKVANGUARD INTL EQUITY INDEX F | 229,576 | $12.7T | 2.23% | |
| 16 | AAPLAPPLE INC | 90,875 | $11.8T | 2.07% | |
| 17 | BKLNINVESCO EXCH TRADED FD TR II | 566,096 | $11.6T | 2.03% | |
| 18 | SHYISHARES TR | 134,080 | $10.9T | 1.90% | |
| 19 | VTIVANGUARD INDEX FDS | 45,982 | $8.8T | 1.54% | |
| 20 | BNDVANGUARD BD INDEX FDS | 78,921 | $5.7T | 0.99% | |
| 21 | PFFISHARES TR | 184,457 | $5.6T | 0.99% | |
| 22 | VBVANGUARD INDEX FDS | 29,436 | $5.4T | 0.95% | |
| 23 | VWOVANGUARD INTL EQUITY INDEX F | 136,131 | $5.3T | 0.93% | |
| 24 | VUGVANGUARD INDEX FDS | 24,434 | $5.2T | 0.91% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 9,182 | $4.2T | 0.73% | |
| 26 | AMZNAMAZON COM INC | 43,154 | $3.6T | 0.63% | |
| 27 | HDHOME DEPOT INC | 9,761 | $3.1T | 0.54% | |
| 28 | SHWSHERWIN WILLIAMS CO | 12,274 | $2.9T | 0.51% | |
| 29 | MRKMERCK & CO INC | 22,704 | $2.5T | 0.44% | |
| 30 | NOCNORTHROP GRUMMAN CORP | 4,594 | $2.5T | 0.44% | |
| 31 | UNHUNITEDHEALTH GROUP INC | 4,628 | $2.5T | 0.43% | |
| 32 | TMOTHERMO FISHER SCIENTIFIC INC | 4,324 | $2.4T | 0.42% | |
| 33 | DFUVDIMENSIONAL ETF TRUST | 66,386 | $2.2T | 0.39% | |
| 34 | HSYHERSHEY CO | 9,537 | $2.2T | 0.39% | |
| 35 | PWRQUANTA SVCS INC | 15,202 | $2.2T | 0.38% | |
| 36 | JNJJOHNSON & JOHNSON | 12,096 | $2.1T | 0.37% | |
| 37 | CITCINTAS CORP | 4,569 | $2.1T | 0.36% | |
| 38 | PGRPROGRESSIVE CORP | 15,365 | $2.0T | 0.35% | |
| 39 | LLYLILLY ELI & CO | 5,388 | $2.0T | 0.35% | |
| 40 | PEPPEPSICO INC | 10,550 | $1.9T | 0.33% | |
| 41 | IWBISHARES TR | 8,940 | $1.9T | 0.33% | |
| 42 | CLCOLGATE PALMOLIVE CO | 23,639 | $1.9T | 0.33% | |
| 43 | XOMEXXON MOBIL CORP | 15,513 | $1.7T | 0.30% | |
| 44 | GOOGALPHABET INC | 18,121 | $1.6T | 0.28% | |
| 45 | NKENIKE INC | 13,544 | $1.6T | 0.28% | |
| 46 | IVVISHARES TR | 4,082 | $1.6T | 0.27% | |
| 47 | WCNWASTE CONNECTIONS INC | 11,804 | $1.6T | 0.27% | |
| 48 | IWDISHARES TR | 10,080 | $1.5T | 0.27% | |
| 49 | NVONOVO-NORDISK A S | 11,289 | $1.5T | 0.27% | |
| 50 | VVISA INC | 7,291 | $1.5T | 0.27% | |
| 51 | UNPUNION PAC CORP | 6,434 | $1.3T | 0.23% | |
| 52 | DEDEERE & CO | 3,098 | $1.3T | 0.23% | |
| 53 | LINLINDE PLC | 4,026 | $1.3T | 0.23% | |
| 54 | VYMVANGUARD WHITEHALL FDS | 12,123 | $1.3T | 0.23% | |
| 55 | ISRGINTUITIVE SURGICAL INC | 4,913 | $1.3T | 0.23% | |
| 56 | DHRDANAHER CORPORATION | 4,892 | $1.3T | 0.23% | |
| 57 | MSIMOTOROLA SOLUTIONS INC | 5,015 | $1.3T | 0.23% | |
| 58 | GOOGLALPHABET INC | 13,043 | $1.2T | 0.20% | |
| 59 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,694 | $1.1T | 0.20% | |
| 60 | VIGVANGUARD SPECIALIZED FUNDS | 7,453 | $1.1T | 0.20% | |
| 61 | LNGCHENIERE ENERGY INC | 7,504 | $1.1T | 0.20% | |
| 62 | —BUNGE LIMITED | 11,116 | $1.1T | 0.19% | |
| 63 | ACWVISHARES INC | 11,657 | $1.1T | 0.19% | |
| 64 | MCOMOODYS CORP | 3,696 | $1.0T | 0.18% | |
| 65 | FNDXSCHWAB STRATEGIC TR | 19,218 | $1.0T | 0.18% | |
| 66 | EFVISHARES TR | 22,384 | $1.0T | 0.18% | |
| 67 | ESGVVANGUARD WORLD FD | 15,520 | $1.0T | 0.18% | |
| 68 | MDUMDU RES GROUP INC | 33,481 | $1.0T | 0.18% | |
| 69 | ODFLOLD DOMINION FREIGHT LINE IN | 3,547 | $1.0T | 0.18% | |
| 70 | MAMASTERCARD INCORPORATED | 2,831 | $984.4B | 0.17% | |
| 71 | ABBVABBVIE INC | 5,918 | $956.4B | 0.17% | |
| 72 | JPMJPMORGAN CHASE & CO | 7,061 | $946.9B | 0.17% | |
| 73 | TRTN-PATRITON INTL LTD | 13,765 | $946.8B | 0.17% | |
| 74 | CFCF INDS HLDGS INC | 11,009 | $938.0B | 0.16% | |
| 75 | EEMISHARES TR | 24,704 | $936.3B | 0.16% | |
| 76 | BXBLACKSTONE INC | 11,750 | $871.7B | 0.15% | |
| 77 | IDEVISHARES TR | 15,523 | $869.0B | 0.15% | |
| 78 | SPYGSPDR SER TR | 16,847 | $853.7B | 0.15% | |
| 79 | IWFISHARES TR | 3,977 | $851.9B | 0.15% | |
| 80 | CVXCHEVRON CORP NEW | 4,737 | $850.2B | 0.15% | |
| 81 | CPNGCOUPANG INC | 55,340 | $814.1B | 0.14% | |
| 82 | COPCONOCOPHILLIPS | 6,892 | $813.3B | 0.14% | |
| 83 | BALLBALL CORP | 15,767 | $806.3B | 0.14% | |
| 84 | NEENEXTERA ENERGY INC | 9,497 | $793.9B | 0.14% | |
| 85 | AGGISHARES TR | 8,140 | $789.5B | 0.14% | |
| 86 | PFEPFIZER INC | 15,364 | $787.3B | 0.14% | |
| 87 | LGIHLGI HOMES INC | 8,163 | $755.9B | 0.13% | |
| 88 | DISDISNEY WALT CO | 8,535 | $741.5B | 0.13% | |
| 89 | TSCOTRACTOR SUPPLY CO | 3,258 | $733.0B | 0.13% | |
| 90 | VSGXVANGUARD WORLD FD | 14,555 | $716.0B | 0.13% | |
| 91 | ACNACCENTURE PLC IRELAND | 2,601 | $694.1B | 0.12% | |
| 92 | RSGREPUBLIC SVCS INC | 5,328 | $687.3B | 0.12% | |
| 93 | BMYBRISTOL-MYERS SQUIBB CO | 9,058 | $651.7B | 0.11% | |
| 94 | KOCOCA COLA CO | 10,203 | $649.0B | 0.11% | |
| 95 | MCDMCDONALDS CORP | 2,448 | $645.1B | 0.11% | |
| 96 | RTXRAYTHEON TECHNOLOGIES CORP | 6,067 | $612.3B | 0.11% | |
| 97 | SDYSPDR SER TR | 4,888 | $611.5B | 0.11% | |
| 98 | BDXBECTON DICKINSON & CO | 2,337 | $594.3B | 0.10% | |
| 99 | PGPROCTER AND GAMBLE CO | 3,903 | $591.5B | 0.10% | |
| 100 | SCHDSCHWAB STRATEGIC TR | 7,775 | $587.3B | 0.10% |
Page 1 of 3Next