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Name: |
ANGELES WEALTH MANAGEMENT LLC |
City: |
SANTA MONICA |
State: |
CA |
Zip: |
90401 |
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Holdings
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
AMBP |
Gores Holdings V Inc. |
41 |
New |
$3.96 |
$1,863,000 |
485,135 |
0.23% |
1,863,000 |
485,135 |
0.08 |
N/A |
|
AVUS |
Avantis Us Equity Etf |
57 |
New |
$0.00 |
$1,258,000 |
15,428 |
0.15% |
1,258,000 |
15,428 |
0.017 |
N/A |
|
USFR |
Wisdomtree Bloomberg Floati... |
70 |
New |
$50.39 |
$928,000 |
18,472 |
0.11% |
928,000 |
18,472 |
0.004 |
N/A |
|
DFIC |
Dfa Dimensional Internation... |
77 |
New |
$0.00 |
$824,000 |
32,267 |
0.1% |
824,000 |
32,267 |
0.004 |
N/A |
|
PKI |
Perkinelmer Inc |
94 |
New |
$103.17 |
$624,000 |
5,709 |
0.08% |
624,000 |
5,709 |
0.005 |
Scientific & Technica... |
|
DFEM |
Dfa Dimensional Emerging Ma... |
99 |
New |
$0.00 |
$587,000 |
23,526 |
0.07% |
587,000 |
23,526 |
0.026 |
N/A |
|
FNF |
Fidelity National Financial... |
123 |
New |
$52.15 |
$408,000 |
8,000 |
0.05% |
408,000 |
8,000 |
0.003 |
Surety & Title Insurance |
|
GOVT |
Ishares Barclays Us Treasur... |
130 |
New |
$0.00 |
$381,000 |
16,516 |
0.05% |
381,000 |
16,516 |
0 |
N/A |
|
DUHP |
Dfa Dimensional Us High Pro... |
141 |
New |
$0.00 |
$334,000 |
11,680 |
0.04% |
334,000 |
11,680 |
0.01 |
N/A |
|
IWZ |
iShares Russell 3000 Growth |
143 |
New |
$117.13 |
$327,000 |
3,146 |
0.04% |
327,000 |
3,146 |
0 |
Closed - End Fund - E... |
|
AVUV |
Avantis Us Small Cap Value Etf |
150 |
New |
$91.61 |
$316,000 |
3,518 |
0.04% |
316,000 |
3,518 |
0.004 |
N/A |
|
CCI |
Crown Castle International ... |
157 |
New |
$96.15 |
$267,000 |
2,320 |
0.03% |
267,000 |
2,320 |
0.001 |
Integrated Telecommun... |
|
SAP |
SAP AG (ADR) |
159 |
New |
$187.54 |
$266,000 |
1,721 |
0.03% |
266,000 |
1,721 |
0 |
Application Software |
|
GLD |
streetTRACKS Gold Trust |
158 |
New |
$214.21 |
$266,000 |
1,390 |
0.03% |
266,000 |
1,390 |
0.002 |
Closed - End Fund - E... |
|
MU |
Micron Technology Inc |
160 |
New |
$119.21 |
$265,000 |
3,109 |
0.03% |
265,000 |
3,109 |
0 |
Semiconductor - Memor... |
|
VTIP |
Vanguard Short Term Inflati... |
161 |
New |
$48.00 |
$263,000 |
5,535 |
0.03% |
263,000 |
5,535 |
0.029 |
N/A |
|
MS |
Morgan Stanley |
165 |
New |
$95.79 |
$260,000 |
2,789 |
0.03% |
260,000 |
2,789 |
0 |
Investment Brokerage ... |
|
DOW |
DOW Inc |
163 |
New |
$58.36 |
$260,000 |
4,750 |
0.03% |
260,000 |
4,750 |
0.005 |
Diversified Chemicals |
|
LOW |
Lowes Companies Inc |
167 |
New |
$231.46 |
$258,000 |
1,158 |
0.03% |
258,000 |
1,158 |
0.001 |
Home Improvement Stores |
|
GE |
General Electric Co |
170 |
New |
$168.78 |
$255,000 |
1,997 |
0.03% |
255,000 |
1,997 |
0 |
Conglomerates |
|
WDAY |
Workday, Inc. |
174 |
New |
$249.43 |
$247,000 |
893 |
0.03% |
247,000 |
893 |
0 |
Application Software |
|
UBER |
Uber Technologies, Inc |
175 |
New |
$70.43 |
$244,000 |
3,966 |
0.03% |
244,000 |
3,966 |
0.001 |
N/A |
|
CMI |
Cummins Inc |
177 |
New |
$286.91 |
$241,000 |
1,005 |
0.03% |
241,000 |
1,005 |
0.001 |
Diversified Machinery |
|
SHEL |
Shell plc |
180 |
New |
$72.97 |
$238,000 |
3,612 |
0.03% |
238,000 |
3,612 |
0 |
Integrated Oil & Gas |
|
AXP |
American Express Co |
184 |
New |
$234.66 |
$228,000 |
1,219 |
0.03% |
228,000 |
1,219 |
0 |
Credit Services |
|
TMUS |
T-Mobile Us Inc |
186 |
New |
$162.19 |
$226,000 |
1,407 |
0.03% |
226,000 |
1,407 |
0 |
Wireless Communications |
|
ETN |
Eaton Corp |
189 |
New |
$327.43 |
$223,000 |
928 |
0.03% |
223,000 |
928 |
0 |
Diversified Machinery |
|
WFC |
Wells Fargo & Co |
188 |
New |
$60.26 |
$223,000 |
4,534 |
0.03% |
223,000 |
4,534 |
0 |
Domestic Money Center... |
|
AMAT |
Applied Materials Inc |
191 |
New |
$207.32 |
$207,000 |
1,278 |
0.03% |
207,000 |
1,278 |
0 |
Semiconductor Equipme... |
|
DISV |
Dfa Dimensional Internation... |
197 |
New |
$0.00 |
$185,000 |
7,175 |
0.02% |
185,000 |
7,175 |
0.008 |
N/A |
|
DIHP |
Dfa Dimensional Internatl H... |
200 |
New |
$0.00 |
$183,000 |
7,130 |
0.02% |
183,000 |
7,130 |
0.008 |
N/A |
|
NOK |
Nokia Corporation (ADR) |
208 |
New |
$3.74 |
$126,000 |
36,794 |
0.02% |
126,000 |
36,794 |
0.007 |
Communication Equipment |
|
BBRE |
Jpmorgan Betabuilders Msci ... |
210 |
New |
$0.00 |
$123,000 |
1,379 |
0.01% |
123,000 |
1,379 |
0.001 |
N/A |
|
USMV |
iShares MSCI USA Minimum Vo... |
215 |
New |
$0.00 |
$88,000 |
1,126 |
0.01% |
88,000 |
1,126 |
0 |
N/A |
|
IYF |
iShares Dow Jones US Financ... |
218 |
New |
$93.74 |
$78,000 |
913 |
0.01% |
78,000 |
913 |
0.001 |
Closed - End Fund - E... |
|
IYH |
iShares Dow Jones US Health... |
219 |
New |
$60.00 |
$76,000 |
266 |
0.01% |
76,000 |
266 |
0.003 |
Closed - End Fund - E... |
|
VCR |
Vanguard Cnsmr Discre VIPERs |
230 |
New |
$308.60 |
$38,000 |
126 |
0% |
38,000 |
126 |
0 |
Closed - End Fund - E... |
|
IYK |
iShares Dow Jones US Non-Co... |
231 |
New |
$67.19 |
$36,000 |
187 |
0% |
36,000 |
187 |
0.002 |
Closed - End Fund - E... |
|
FNDF |
Schwab Fundamental Internat... |
232 |
New |
$35.71 |
$34,000 |
1,000 |
0% |
34,000 |
1,000 |
0 |
N/A |
|
VOX |
Vanguard Telecom Services ETF |
233 |
New |
$132.59 |
$32,000 |
275 |
0% |
32,000 |
275 |
0.001 |
Closed - End Fund - E... |
|
EXI |
iShares S&P Global Industri... |
234 |
New |
$136.03 |
$31,000 |
247 |
0% |
31,000 |
247 |
0.008 |
Closed - End Fund - E... |
|
IYC |
iShares Dow Jones US Consum... |
240 |
New |
$79.65 |
$24,000 |
322 |
0% |
24,000 |
322 |
0.001 |
Closed - End Fund - E... |
|
JEPI |
Jpmorgan Equity Premium Inc... |
241 |
New |
$0.00 |
$22,000 |
400 |
0% |
22,000 |
400 |
0 |
N/A |
|
XLRE |
Real Estate Select Sector S... |
243 |
New |
$37.42 |
$22,000 |
543 |
0% |
22,000 |
543 |
0 |
N/A |
|
VAW |
Vanguard Materials VIPERS |
245 |
New |
$200.65 |
$15,000 |
81 |
0% |
15,000 |
81 |
0 |
Closed - End Fund - E... |
|
DFAR |
Dfa Dimensional Us Real Est... |
246 |
New |
$0.00 |
$13,000 |
569 |
0% |
13,000 |
569 |
0.001 |
N/A |
|
VTWO |
Vanguard Russell 2000 Etf |
247 |
New |
$82.84 |
$13,000 |
156 |
0% |
13,000 |
156 |
0 |
N/A |
|
MDYG |
streetTRACKS Series Trust -... |
250 |
New |
$85.63 |
$6,000 |
81 |
0% |
6,000 |
81 |
0 |
Closed - End Fund - E... |
|
FLRN |
Spdr Barclays Investment Gr... |
251 |
New |
$30.75 |
$5,000 |
161 |
0% |
5,000 |
161 |
0 |
N/A |
|
XOVR |
Spdr Bofa Merrill Lynch Cro... |
253 |
New |
$23.24 |
$4,000 |
174 |
0% |
4,000 |
174 |
0 |
N/A |
|
SCHF |
Schwab Strategic Trust |
256 |
New |
$38.89 |
$2,000 |
63 |
0% |
2,000 |
63 |
0 |
Closed - End Fund - Debt |
|
XLP |
SPDR Consmr Stpls Sector |
257 |
New |
$76.75 |
$2,000 |
27 |
0% |
2,000 |
27 |
0 |
Closed - End Fund - E... |
|
XLU |
SPDR Utilities Select |
258 |
New |
$69.54 |
$1,000 |
8 |
0% |
1,000 |
8 |
0 |
Closed - End Fund - E... |
|