Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ANGELES WEALTH MANAGEMENT LLC | 05-08-2024 | 03-31-2024 | 296 | 999,670,396 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA GRWTH IND | 1 | $120,401,938 | 420,090 | 0.01 | 0.01 | 85,073 | 25.39 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 2 | $117,891,439 | 1,066,891 | 0.01 | 0.01 | 282,671 | 36.04 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 3 | $80,461,363 | 1,606,015 | 0.01 | 0.01 | 298,746 | 22.85 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 4 | $73,405,832 | 152,706 | 0.01 | 0.01 | 16,766 | 12.33 | 03-31-2024 |
