Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ANGELES INVESTMENT ADVISORS LLC | 11-09-2023 | 09-30-2023 | 183 | 1,277,207,465 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 51 | $6,197,004 | 141,743 | 0.00 | 0.00 | -18,960 | -11.80 | 09-30-2023 |
| ISHARES TR | INTL SEL DIV ETF | 52 | $5,561,457 | 218,955 | 0.00 | 0.00 | -120 | -0.05 | 09-30-2023 |
| SPDR SER TR | PRTFLO S&P500 HI | 53 | $4,979,940 | 142,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ISHARES TR | MSCI EAFE ETF | 54 | $4,739,284 | 68,765 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
