ANGELES WEALTH MANAGEMENT LLC

Stock Holdings
Option Holdings
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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)
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MGK
VANGUARD WORLD FUND
534,450+15,775+3.04%
Created with Highcharts 10.1.0
$250.3413.72%0.74%165,080,8012025-03-31
VT
VANGUARD TOTAL WORLD STOCK INDEX FUND
1,286,338+64,466+5.28%
Created with Highcharts 10.1.0
$100.5812.39%0.37%149,150,8532025-03-31
SPYV
SPDR(R) PORTFOLIO S&P 500 VALUE ETF
1,917,743+132,476+7.42%
Created with Highcharts 10.1.0
$43.258.14%0.39%97,939,1352025-03-31
VOO
VANGUARD 500 INDEX FUND
143,042+3,559+2.55%
Created with Highcharts 10.1.0
$414.276.11%0.01%73,510,7142025-03-31
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
1,177,329+71,329+6.45%
Created with Highcharts 10.1.0
$57.546.07%0.09%73,112,1322025-03-31
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
2,665,995+666,011+33.30%
Created with Highcharts 10.1.0
$24.285.55%0.00%66,756,5152025-03-31
VTV
VANGUARD VALUE INDEX FUND
182,904-2,293-1.24%
Created with Highcharts 10.1.0
$141.402.63%0.02%31,594,8372025-03-31
ARES
ARES MANAGEMENT
214,054+40,711+23.49%
Created with Highcharts 10.1.0
$99.332.61%0.10%31,382,4572025-03-31
VGK
VANGUARD EUROPEAN STOCK INDEX FUND
444,409+27,502+6.60%
Created with Highcharts 10.1.0
$62.482.59%0.16%31,201,9562025-03-31
AAPL
APPLE
133,146+3,284+2.53%
Created with Highcharts 10.1.0
$176.002.46%0.00%29,575,7212025-03-31
MSFT
MICROSOFT
77,509-601-0.77%
Created with Highcharts 10.1.0
$318.652.42%0.00%29,096,0542025-03-31
SPY
SPDR S&P 500 ETF
43,922-10-0.02%
Created with Highcharts 10.1.0
$441.042.04%0.00%24,569,3762025-03-31
MUB
ISHARES NATIONAL MUNI BOND ETF
216,609-207,376-48.91%
Created with Highcharts 10.1.0
$107.771.90%0.06%22,839,2532025-03-31
SJNK
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
775,866+22,486+2.98%
Created with Highcharts 10.1.0
$26.131.62%0.40%19,520,7892025-03-31
EWJ
ISHARES MSCI JAPAN ETF
280,927+15,741+5.94%
Created with Highcharts 10.1.0
$68.061.60%0.14%19,260,3552025-03-31
URTH
ISHARES MSCI WORLD ETF
112,892-4,525-3.85%
Created with Highcharts 10.1.0
$114.731.44%0.41%17,292,7972025-03-31
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
191,876-857-0.44%
Created with Highcharts 10.1.0
$54.961.11%0.04%13,394,8642025-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
44,511-78-0.17%
Created with Highcharts 10.1.0
$223.571.02%0.00%12,233,3142025-03-31
NVDA
NVIDIA
100,627+7,428+7.97%
Created with Highcharts 10.1.0
$54.160.91%0.00%10,905,9012025-03-31
AMZN
AMAZON
50,113+67+0.13%
Created with Highcharts 10.1.0
$155.160.79%0.00%9,534,4992025-03-31
COST
COSTCO WHOLESALE
9,840+153+1.58%
Created with Highcharts 10.1.0
$597.780.77%0.00%9,306,4752025-03-31
VUG
VANGUARD GROWTH INDEX FUND
19,841+167+0.85%
Created with Highcharts 10.1.0
$270.980.61%0.01%7,357,4402025-03-31
BRK.B
BERKSHIRE HATHAWAY
13,429-362-2.62%
Created with Highcharts 10.1.0
$0.000.59%0.00%7,152,0172025-03-31
BKLN
INVESCO SENIOR LOAN ETF
316,317+4,558+1.46%
Created with Highcharts 10.1.0
$21.530.54%0.08%6,547,7622025-03-31
PFF
ISHARES PREFERRED AND INCOME SECURITIES ETF
204,664+4,540+2.27%
Created with Highcharts 10.1.0
$35.520.52%0.04%6,289,3252025-03-31
GOOG
ALPHABET
39,884+84+0.21%
Created with Highcharts 10.1.0
$141.200.52%0.00%6,231,0772025-03-31
V
VISA
16,128+200+1.26%
Created with Highcharts 10.1.0
$243.790.47%0.00%5,652,2192025-03-31
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
66,293+9,133+15.98%
Created with Highcharts 10.1.0
$81.640.46%0.02%5,484,4202025-03-31
META
META
9,501+162+1.73%
Created with Highcharts 10.1.0
$347.480.45%0.00%5,475,9962025-03-31
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
48,263+3,565+7.98%
Created with Highcharts 10.1.0
$106.650.42%0.05%5,007,2862025-03-31
BABA
ALIBABA
37,499-502-1.32%
Created with Highcharts 10.1.0
$97.940.41%0.00%4,958,4932025-03-31
GOOGL
ALPHABET
31,996+103+0.32%
Created with Highcharts 10.1.0
$142.500.41%0.00%4,947,8612025-03-31
HD
HOME DEPOT
12,255-95-0.77%
Created with Highcharts 10.1.0
$346.570.37%0.00%4,491,3352025-03-31
JPM
JPMORGAN CHASE
17,987+47+0.26%
Created with Highcharts 10.1.0
$168.590.37%0.00%4,412,2112025-03-31
SHW
SHERWIN WILLIAMS
12,186+8+0.07%
Created with Highcharts 10.1.0
$279.580.35%0.00%4,255,2292025-03-31
LLY
ELI LILLY
5,126+369+7.76%
Created with Highcharts 10.1.0
$475.180.35%0.00%4,233,6152025-03-31
BRK.A
BERKSHIRE HATHAWAY
5+5
Open
Created with Highcharts 10.1.0
$734,810.300.33%0.00%3,992,2082025-03-31
XOM
EXXON MOBIL
30,241+399+1.34%
Created with Highcharts 10.1.0
$100.070.30%0.00%3,596,5202025-03-31
MA
MASTERCARD
6,304+22+0.35%
Created with Highcharts 10.1.0
$399.620.29%0.00%3,455,3482025-03-31
IWF
ISHARES RUSSELL 1000 GROWTH ETF
9,026+102+1.14%
Created with Highcharts 10.1.0
$309.300.27%0.00%3,259,2232025-03-31
WFC
WELLS FARGO
44,639+170+0.38%
Created with Highcharts 10.1.0
$63.460.27%0.00%3,204,6342025-03-31
ABBV
ABBVIE
14,917+649+4.55%
Created with Highcharts 10.1.0
$157.560.26%0.00%3,125,4102025-03-31
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
28,274+3,223+12.87%
Created with Highcharts 10.1.0
$104.490.25%0.03%2,985,7342025-03-31
MRK
MERCK & CO
32,835-2,030-5.82%
Created with Highcharts 10.1.0
$91.580.24%0.00%2,947,2702025-03-31
JNJ
JOHNSON & JOHNSON
16,393+227+1.40%
Created with Highcharts 10.1.0
$165.090.23%0.00%2,718,6152025-03-31
AVGO
BROADCOM
15,712+448+2.94%
Created with Highcharts 10.1.0
$133.990.22%0.00%2,630,6602025-03-31
CL
COLGATE PALMOLIVE
26,355-36-0.14%
Created with Highcharts 10.1.0
$80.660.21%0.00%2,469,4642025-03-31
TSLA
TESLA
9,145-254-2.70%
Created with Highcharts 10.1.0
$251.280.20%0.00%2,370,0182025-03-31
NFLX
NETFLIX
2,463+43+1.78%
Created with Highcharts 10.1.0
$441.740.19%0.00%2,296,8212025-03-31
PEP
PEPSICO
14,741+740+5.29%
Created with Highcharts 10.1.0
$168.940.18%0.00%2,210,2662025-03-31