Top 50 Angeles Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | 11.42% | 571.2K | $209.9M | -3.10%(-18.27K) | $52.66(+65.22%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 11.08% | 1.47M | $203.7M | +3.07%(+43.81K) | $105.50(+48.03%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 6.89% | 1.64M | $126.7M | +17.98%(+250.39K) | $61.71(+37.48%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 6.77% | 2.20M | $124.4M | +6.05%(+125.41K) | $45.45(+35.61%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.34% | 164.3K | $98.2M | +0.97%(+1.59K) | $448.14(+52.82%) | 2026-03-31 | |
| MUB | ISHARES TR | 4.43% | 767.5K | $81.5M | +9.19%(+64.59K) | $105.93(+1.48%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.74% | 2.36M | $68.7M | +0.98%(+22.91K) | $24.88(+37.16%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 3.5% | 780.4K | $64.3M | +5.83%(+43.00K) | $68.86(+29.76%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.65% | 248.5K | $48.7M | -2.23%(-5.67K) | $151.85(+44.34%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.52% | 182.4K | $46.3M | +8.65%(+14.52K) | $200.49(+53.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.25% | +45.26% |
| Top 20 Holdings Unweighted | +13.20% | +45.06% |
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