Angeles Wealth Management portfolio

What changed this quarter

465 positions with a change (31 new, 121 added to, 247 trimmed, 66 sold); also, 2 entered through an IPO. 3 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• iShares Short-term National ETF+2,277%more sharesIncreased
  0.1% → 3.1%
• iShares National Muni Bond E ETF−87%fewer sharesReduced
  3.8% → 0.5%
• Vanguard Short-term Treasury ETF+56,057%more sharesIncreased
  under 0.1% → 1.8%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Vanguard World FundMGK11.9%
• Vanguard International Equity Index FVT10.9%
• Vanguard Total International Stock ETFVXUS6.7%
• State Street SPDR P S&P 500 Value ETFSPYV6.5%
• Vanguard S&P 500 ETFVOO5.3%
• Schwab US Large-cap Growth ETFSCHG4.0%
• Vanguard International Equity Index FVGK3.3%
• iShares Short-term National ETFSUB3.1%
• AppleAAPL2.8%
• Vanguard Mrngstr Val ETF-aui ETFVTV2.4%
• MicrosoftMSFT2.3%
• State Str Spdr S&P 500 ETF TSPY2.1%
• AlphabetGOOGL · GOOG1.9%
• Vanguard Short-term Treasury ETFVGSH1.8%
• NVIDIANVDA1.8%
• IsharesEWJ1.6%
• Amazon.comAMZN1.2%
• State Street SPDR BB St HI Yield ETFSJNK1.2%
• IsharesURTH1.0%
• Vanguard Index FundsVTI0.8%
• Vanguard High DVD Yield ETFVYM0.8%
• iShares Core International Stock ETFIXUS0.7%
• Berkshire HathawayBRK/B · BRK/A0.7%
• BroadcomAVGO0.7%
• Vanguard Mrngstar GR ETF-sui ETFVUG0.6%
• JPMorgan ChaseJPM0.5%
• VisaV0.5%
• iShares Msci Eafe ETFEFA0.5%
• iShares National Muni Bond E ETFMUB0.5%
• Costco WholesaleCOST0.4%
• Invesco Senior Loan ETFBKLN0.4%
• Meta PlatformsMETA0.4%
• Micron TechnologyMU0.4%
• Eli LillyLLY0.4%
• iShares Preferred & Income S ETFPFF0.4%
• iShares International Select ETFIDV0.3%
• iShares 1-3 Year Treasury BO ETFSHY0.3%
• Taiwan Semiconductor ManufacturingTSM0.3%
• TeslaTSLA0.3%
• Vanguard Ftse Developed ETFVEA0.3%
• AbbVieABBV0.3%
• Johnson & JohnsonJNJ0.2%
• SPDR Gold Shares ETFGLD0.2%
• MerckMRK0.2%
• MastercardMA0.2%
• Exxon MobilXOM0.2%
• Plains All American PipelinePAA0.2%
• Advanced Micro DevicesAMD0.2%
• Vanguard Int High DVD YLD In ETFVYMI0.2%
• Sherwin-williamsSHW0.2%
• Quanta ServicesPWR0.2%
• Invesco QQQ Trust Series 1 ETFQQQ0.2%
• Wells FargoWFC0.2%
• Vanguard International Equity Index FVWO0.2%
• GE AerospaceGE0.2%
• iShares S&P 500 Growth ETFIVW0.2%
• Thermo Fisher ScientificTMO0.2%
• Home DepotHD0.2%
• CintasCTAS0.1%
• iShares Russell 1000 Growth ETFIWF0.1%
• Alibaba Group HoldingBABA0.1%
• Lam ResearchLRCX0.1%
• Cisco SystemsCSCO0.1%
• Schwab US Broad Market ETFSCHB0.1%
• GE VernovaGEV0.1%
• ChevronCVX0.1%
• EA Series TrustFRDM0.1%
• AmphenolAPH0.1%
• iShares Core S&P 500 ETFIVV0.1%
• QualcommQCOM0.1%
• IntelINTC0.1%
• Union PacificUNP0.1%
• Palo Alto NetworksPANW0.1%
• EatonETN0.1%
• RTXRTX0.1%
• iShares Russell 2000 ETFIWM0.1%
• WalmartWMT0.1%
• Seagate Technology HoldingsSTX0.1%
• Colgate-palmoliveCL0.1%
• Plains GP HoldingsPAGP0.1%
• Bank of AmericaBAC0.1%
• ServiceNowNOW0.1%
• Schwab International Equity ETFSCHF0.1%
• Applied MaterialsAMAT0.1%
• iShares Russell 1000 Value E ETFIWD0.1%
• Schwab Fndmntl US LRG Co ETFFNDX0.1%
• Fox Factory HoldingFOXF0.1%
• PepsicoPEP0.1%
• WhirlpoolWHR0.1%
• American ExpressAXP0.1%
• CrowdStrike HoldingsCRWD0.1%
• SalesforceCRM0.1%
• TJXTJX0.1%
• iShares Core S&P Midcap ETFIJH0.1%
• NetflixNFLX0.1%
• Analog DevicesADI0.1%
• Moody'sMCO0.1%
• Philip Morris InternationalPM0.1%