Top 31 Angeles Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 56.5% | 1.41M | $840.5M | +19.15%(+226.10K) | $427.36(+59.68%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 15.26% | 2.94M | $227.0M | +3.56%(+101.08K) | $59.48(+43.03%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 4.37% | 1.39M | $65.0M | -27.97%(-538.00K) | $46.65(+0.09%) | 2026-03-31 | |
| VOTE | TCW ETF TRUST | 3.92% | 764.7K | $58.3M | -4.54%(-36.38K) | $61.88(+41.04%) | 2026-03-31 | |
| EFV | ISHARES TR | 3.78% | 756.9K | $56.3M | -4.86%(-38.65K) | $69.62(+12.81%) | 2026-03-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 3.58% | 712.4K | $53.2M | +0.00%(+0) | $76.71(-2.89%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 2.41% | 584.8K | $35.8M | new | $48.43(+19.00%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 1.98% | 295.1K | $29.5M | new | $96.92(+13.57%) | 2026-03-31 | |
| ESGV | VANGUARD WORLD FD | 1.41% | 186.6K | $21.0M | +7.96%(+13.77K) | $98.38(+32.79%) | 2026-03-31 | |
| IEMG | ISHARES INC | 1.21% | 257.1K | $17.9M | -0.94%(-2.45K) | $58.83(+39.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.19% | +41.22% |
| Top 20 Holdings Unweighted | +11.59% | +38.95% |
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