ANGELES INVESTMENT ADVISORS LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| VOO | VANGUARD 500 INDEX FUND | 1,421,489 | +22,328 | +1.60% | $406.58 | 39.32% | 0.14% | 730,517,412 | 2025-03-31 | ||||||
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 4,086,103 | +2,163,828 | +112.57% | $59.85 | 13.66% | 0.33% | 253,746,996 | 2025-03-31 | ||||||
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | 2,734,500 | +2,734,500 | Open | $69.91 | 10.33% | 0.98% | 191,989,245 | 2025-03-31 | ||||||
| VCLT | VANGUARD LONG-TERM CORPORATE BOND INDEX FUND | 1,606,000 | +181,000 | +12.70% | $75.50 | 6.56% | 0.85% | 121,911,460 | 2025-03-31 | ||||||
| SJNK | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 4,192,660 | -1,122,000 | -21.11% | $25.09 | 5.68% | 2.16% | 105,487,326 | 2025-03-31 | ||||||
| MGK | VANGUARD WORLD FUND | 288,640 | -547,250 | -65.47% | $253.59 | 4.80% | 0.40% | 89,155,123 | 2025-03-31 | ||||||
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 1,604,000 | -567,000 | -26.12% | $36.96 | 3.18% | 0.29% | 59,043,240 | 2025-03-31 | ||||||
| VOTE | ENGINE NO 1 TRANSFORM 500 ETF | 861,919 | +96,480 | +12.60% | $59.21 | 3.03% | 0.00% | 56,360,912 | 2025-03-31 | ||||||
| KWEB | KRANESHARES CSI CHINA INTERNET ETF | 1,514,000 | +1,514,000 | Open | $33.67 | 2.85% | 0.00% | 52,853,740 | 2025-03-31 | ||||||
| ESGV | VANGUARD ESG US STOCK ETF | 373,446 | -75,895 | -16.89% | $73.41 | 1.97% | 0.39% | 36,579,036 | 2025-03-31 | ||||||
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | 1,294,400 | 0 | 0.00% | $27.24 | 1.87% | 1.63% | 34,676,976 | 2025-03-31 | ||||||
| EWJ | ISHARES MSCI JAPAN ETF | 358,000 | +358,000 | Open | $68.83 | 1.32% | 0.18% | 24,544,480 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 132,005 | -39,287 | -22.94% | $145.17 | 1.23% | 0.02% | 22,802,544 | 2025-03-31 | ||||||
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 164,000 | +164,000 | Open | $116.77 | 1.07% | 0.17% | 19,863,680 | 2025-03-31 | ||||||
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 228,410 | +127,580 | +126.53% | $54.87 | 0.73% | 0.34% | 13,471,622 | 2025-03-31 | ||||||
| XLE | ENERGY SELECT SECTOR SPDR FUND | 132,000 | 0 | 0.00% | $90.70 | 0.66% | 0.04% | 12,335,400 | 2025-03-31 | ||||||
| KNF | KNIFE RIVER HOLDING | 106,853 | 0 | 0.00% | $70.31 | 0.52% | 0.19% | 9,639,209 | 2025-03-31 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 21,990 | -5,450 | -19.86% | $302.02 | 0.44% | 0.01% | 8,154,332 | 2025-03-31 | ||||||
| MDU | MDU RESOURCES GROUP | 258,331 | 0 | 0.00% | $11.57 | 0.24% | 0.13% | 4,368,377 | 2025-03-31 | ||||||
| ECG | EVERUS CONSTRUCTION GROUP INC | 64,581 | +64,581 | Open | $52.45 | 0.13% | 0.00% | 2,395,309 | 2025-03-31 | ||||||
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | 77,680 | 0 | 0.00% | $26.37 | 0.13% | 0.12% | 2,354,481 | 2025-03-31 | ||||||
| ACWI | ISHARES MSCI ACWI ETF | 14,815 | -370 | -2.44% | $105.44 | 0.09% | 0.00% | 1,724,318 | 2025-03-31 | ||||||
| EFG | ISHARES MSCI EAFE GROWTH ETF | 15,155 | 0 | 0.00% | $104.01 | 0.08% | 0.01% | 1,515,500 | 2025-03-31 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 23,998 | -13,630 | -36.22% | $50.57 | 0.06% | 0.00% | 1,086,149 | 2025-03-31 | ||||||
| PEP | PEPSICO | 3,126 | +3,126 | Open | $149.05 | 0.03% | 0.00% | 468,712 | 2025-03-31 | ||||||
| MBB | ISHARES MBS ETF | 3,200 | 0 | 0.00% | $107.89 | 0.02% | 0.00% | 300,096 | 2025-03-31 | ||||||
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 4,940 | -212,000 | -97.72% | $28.18 | 0.01% | 0.00% | 153,239 | 2025-03-31 | ||||||
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND | 790 | +565 | +251.11% | $119.50 | 0.00% | 0.00% | 91,601 | 2025-03-31 | ||||||
| VPL | VANGUARD PACIFIC STOCK INDEX FUND | 925 | +50 | +5.71% | $69.13 | 0.00% | 0.00% | 67,026 | 2025-03-31 | ||||||
| PFF | ISHARES PREFERRED AND INCOME SECURITIES ETF | 200 | 0 | 0.00% | $38.65 | 0.00% | 0.00% | 6,146 | 2025-03-31 | ||||||
| QCOM | QUALCOMM | 0 | -7,842 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 0 | -5,559 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 0 | -5,416 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| META | META | 0 | -2,538 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| TSM | TAIWAN SEMICONDUCTOR | 0 | -8,518 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 0 | -9,691 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| AMZN | AMAZON | 0 | -14,702 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 0 | -27,790 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 0 | -83,047 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 0 | -11,091 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| EFA | ISHARES MSCI EAFE ETF | 0 | -62,785 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | 0 | -44,000 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| AAPL | APPLE | 0 | -20,142 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| KBE | SPDR(R) S&P BANK ETF | 0 | -175,500 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | 0 | -130,200 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 0 | -8,106 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| JNK | SPDR(R) BLOOMBERG HIGH YIELD BOND ETF | 0 | -421,800 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| IWM | ISHARES RUSSELL 2000 ETF | 0 | -266,155 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| BKLN | INVESCO SENIOR LOAN ETF | 0 | -3,427,390 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 0 | -632,300 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||