0001398344-23-020331.txt : 20231109
0001398344-23-020331.hdr.sgml : 20231109
20231109085800
ACCESSION NUMBER: 0001398344-23-020331
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231109
DATE AS OF CHANGE: 20231109
EFFECTIVENESS DATE: 20231109
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Angeles Investment Advisors, LLC
CENTRAL INDEX KEY: 0001535695
IRS NUMBER: 954839031
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14642
FILM NUMBER: 231390271
BUSINESS ADDRESS:
STREET 1: 429 SANTA MONICA BLVD
STREET 2: SUITE 650
CITY: SANTA MONICA
STATE: CA
ZIP: 90401
BUSINESS PHONE: 310-857-5827
MAIL ADDRESS:
STREET 1: 429 SANTA MONICA BLVD
STREET 2: SUITE 650
CITY: SANTA MONICA
STATE: CA
ZIP: 90401
13F-HR
1
primary_doc.xml
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0001535695
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09-30-2023
09-30-2023
false
Angeles Investment Advisors, LLC
429 SANTA MONICA BLVD
SUITE 650
SANTA MONICA
CA
90401
13F HOLDINGS REPORT
028-14642
000110213
801-60042
N
Stephen Smetana
Chief Compliance Officer and Chief Operating Officer
310-393-6300
/s/ Stephen Smetana
Santa Monica
CA
11-09-2023
0
183
1277207465
INFORMATION TABLE
2
fp0085483-1_13fhr-table.xml
ABBVIE INC
COM
00287Y109
376078
2523
SH
SOLE
0
0
2523
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
714031
2325
SH
SOLE
0
0
2325
ADOBE INC
COM
00724F101
758731
1488
SH
SOLE
0
0
1488
AIR PRODS & CHEMS INC
COM
009158106
547694
1924
SH
SOLE
0
0
1924
AIRBNB INC
COM CL A
009066101
233394
1701
SH
SOLE
0
0
1701
ALASKA AIR GROUP INC
COM
011659109
285368
7696
SH
SOLE
0
0
7696
ALCON AG
ORD SHS
H01301128
438163
5686
SH
SOLE
0
0
5686
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
263429
3037
SH
SOLE
0
0
3037
ALLSTATE CORP
COM
020002101
384085
3427
SH
SOLE
0
0
3427
ALPHABET INC
CAP STK CL A
02079K305
526842
4026
SH
SOLE
0
0
4026
ALTRIA GROUP INC
COM
02209S103
253393
6026
SH
SOLE
0
0
6026
AMAZON COM INC
COM
023135106
1593195
12533
SH
SOLE
0
0
12533
AMBEV SA
SPONSORED ADR
02319V103
32498
12596
SH
SOLE
0
0
12596
AMERIPRISE FINL INC
COM
03076C106
692328
2100
SH
SOLE
0
0
2100
AMGEN INC
COM
031162100
656312
2442
SH
SOLE
0
0
2442
ANSYS INC
COM
03662Q105
580223
1950
SH
SOLE
0
0
1950
APPLE INC
COM
037833100
1173473
6854
SH
SOLE
0
0
6854
ATLASSIAN CORPORATION
CL A
049468101
519896
2580
SH
SOLE
0
0
2580
ATMOS ENERGY CORP
COM
049560105
444906
4200
SH
SOLE
0
0
4200
AUTODESK INC
COM
052769106
501136
2422
SH
SOLE
0
0
2422
AUTOZONE INC
COM
053332102
335279
132
SH
SOLE
0
0
132
BAKER HUGHES COMPANY
CL A
05722G100
459231
13002
SH
SOLE
0
0
13002
BANCO BRADESCO S A
SP ADR PFD NEW
059460303
64156
22511
SH
SOLE
0
0
22511
BANK AMERICA CORP
COM
060505104
411740
15038
SH
SOLE
0
0
15038
BANK NEW YORK MELLON CORP
COM
064058100
252957
5931
SH
SOLE
0
0
5931
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
426315
1217
SH
SOLE
0
0
1217
BLACKROCK INC
COM
09247X101
381429
590
SH
SOLE
0
0
590
BLACKSTONE INC
COM
09260D107
501522
4681
SH
SOLE
0
0
4681
BLOCK INC
CL A
852234103
353991
7998
SH
SOLE
0
0
7998
BRISTOL-MYERS SQUIBB CO
COM
110122108
322877
5563
SH
SOLE
0
0
5563
BROADCOM INC
COM
11135F101
673600
811
SH
SOLE
0
0
811
CAMDEN PPTY TR
SH BEN INT
133131102
206563
2184
SH
SOLE
0
0
2184
CAPITAL ONE FINL CORP
COM
14040H105
490103
5050
SH
SOLE
0
0
5050
CARRIER GLOBAL CORPORATION
COM
14448C104
448500
8125
SH
SOLE
0
0
8125
CATERPILLAR INC
COM
149123101
242424
888
SH
SOLE
0
0
888
CHEVRON CORP NEW
COM
166764100
1092489
6479
SH
SOLE
0
0
6479
CHUBB LIMITED
COM
H1467J104
414944
1985
SH
SOLE
0
0
1985
CIENA CORP
COM NEW
171779309
212670
4500
SH
SOLE
0
0
4500
CISCO SYS INC
COM
17275R102
628239
11686
SH
SOLE
0
0
11686
CLOUDFLARE INC
CL A COM
18915M107
214966
3410
SH
SOLE
0
0
3410
COCA COLA CO
COM
191216100
867669
15438
SH
SOLE
0
0
15438
COLUMBIA SPORTSWEAR CO
COM
198516106
258980
3495
SH
SOLE
0
0
3495
COMCAST CORP NEW
CL A
20030N101
350330
7901
SH
SOLE
0
0
7901
COMMERCE BANCSHARES INC
COM
200525103
208233
4340
SH
SOLE
0
0
4340
CONOCOPHILLIPS
COM
20825C104
411034
3431
SH
SOLE
0
0
3431
CORTEVA INC
COM
22052L104
659964
12900
SH
SOLE
0
0
12900
COSTAR GROUP INC
COM
22160N109
455573
5925
SH
SOLE
0
0
5925
COTERRA ENERGY INC
COM
127097103
503130
18600
SH
SOLE
0
0
18600
CROWN CASTLE INC
COM
22822V101
366187
3979
SH
SOLE
0
0
3979
CULLEN FROST BANKERS INC
COM
229899109
319235
3500
SH
SOLE
0
0
3500
CVS HEALTH CORP
COM
126650100
438330
6278
SH
SOLE
0
0
6278
DANAHER CORPORATION
COM
235851102
735617
2965
SH
SOLE
0
0
2965
DATADOG INC
CL A COM
23804L103
364998
4007
SH
SOLE
0
0
4007
DEXCOM INC
COM
252131107
655339
7024
SH
SOLE
0
0
7024
DISNEY WALT CO
COM
254687106
340572
4202
SH
SOLE
0
0
4202
DOORDASH INC
CL A
25809K105
335602
4223
SH
SOLE
0
0
4223
EATON CORP PLC
SHS
G29183103
579482
2717
SH
SOLE
0
0
2717
ECOLAB INC
COM
278865100
428224
2520
SH
SOLE
0
0
2520
ELI LILLY & CO
COM
532457108
219149
408
SH
SOLE
0
0
408
EMBRAER S.A.
SPONSORED ADS
29082A107
341697
24905
SH
SOLE
0
0
24905
EMERSON ELEC CO
COM
291011104
471165
4879
SH
SOLE
0
0
4879
ENGINE NO 1 ETF TRUST
TRANSFRM 500 ETF
29287L106
28322612
567815
SH
SOLE
0
0
567815
ENTEGRIS INC
COM
29362U104
323238
3442
SH
SOLE
0
0
3442
EQUITY LIFESTYLE PPTYS INC
COM
29472R108
357935
5579
SH
SOLE
0
0
5579
EXXON MOBIL CORP
COM
30231G102
328166
2791
SH
SOLE
0
0
2791
FIRSTENERGY CORP
COM
337932107
501181
14663
SH
SOLE
0
0
14663
FLOOR & DECOR HLDGS INC
CL A
339750101
220187
2433
SH
SOLE
0
0
2433
GENERAL DYNAMICS CORP
COM
369550108
385593
1745
SH
SOLE
0
0
1745
GILEAD SCIENCES INC
COM
375558103
247677
3305
SH
SOLE
0
0
3305
GOLDMAN SACHS GROUP INC
COM
38141G104
339749
1050
SH
SOLE
0
0
1050
HARTFORD FINL SVCS GROUP INC
COM
416515104
261658
3690
SH
SOLE
0
0
3690
HDFC BANK LTD
SPONSORED ADS
40415F101
219222
3715
SH
SOLE
0
0
3715
HOLOGIC INC
COM
436440101
218957
3155
SH
SOLE
0
0
3155
HOME DEPOT INC
COM
437076102
606435
2007
SH
SOLE
0
0
2007
HONEYWELL INTL INC
COM
438516106
673932
3648
SH
SOLE
0
0
3648
IMAX CORP
COM
45245E109
219765
11375
SH
SOLE
0
0
11375
INGERSOLL RAND INC
COM
45687V106
516132
8100
SH
SOLE
0
0
8100
INTERNATIONAL PAPER CO
COM
460146103
238429
6722
SH
SOLE
0
0
6722
INVESCO EXCH TRADED FD TR II
SR LN ETF
46138G508
70619218
3364422
SH
SOLE
0
0
3364422
ISHARES INC
CORE MSCI EMKT
46434G103
34481335
724550
SH
SOLE
0
0
724550
ISHARES INC
MSCI JPN ETF NEW
46434G822
44976340
746000
SH
SOLE
0
0
746000
ISHARES TR
CORE S&P SCP ETF
464287804
466363
4920
SH
SOLE
0
0
4920
ISHARES TR
CORE US AGGBD ET
464287226
695332
7394
SH
SOLE
0
0
7394
ISHARES TR
MSCI INTL VLU FT
46435G409
3081240
121500
SH
SOLE
0
0
121500
ISHARES TR
FALN ANGLS USD
46435G474
26431369
1065781
SH
SOLE
0
0
1065781
ISHARES TR
MSCI EMG MKT ETF
464287234
12030
317
SH
SOLE
0
0
317
ISHARES TR
INTL SEL DIV ETF
464288448
5561457
218955
SH
SOLE
0
0
218955
ISHARES TR
MSCI ACWI ETF
464288257
1258818
13628
SH
SOLE
0
0
13628
ISHARES TR
MSCI EAFE ETF
464287465
4739284
68765
SH
SOLE
0
0
68765
ISHARES TR
EAFE VALUE ETF
464288877
19395852
396400
SH
SOLE
0
0
396400
ISHARES TR
PFD AND INCM SEC
464288687
6030
200
SH
SOLE
0
0
200
ISHARES TR
RUS 1000 ETF
464287622
7517
32
SH
SOLE
0
0
32
ISHARES TR
RUSSELL 2000 ETF
464287655
17674
100
SH
SOLE
0
0
100
JOHNSON & JOHNSON
COM
478160104
784357
5036
SH
SOLE
0
0
5036
JPMORGAN CHASE & CO
COM
46625H100
888248
6125
SH
SOLE
0
0
6125
KINDER MORGAN INC DEL
COM
49456B101
400755
24171
SH
SOLE
0
0
24171
KONINKLIJKE PHILIPS N V
NY REGIS SHS NEW
500472303
403187
20220
SH
SOLE
0
0
20220
LAM RESEARCH CORP
COM
512807108
653858
1041
SH
SOLE
0
0
1041
LENNAR CORP
CL A
526057104
594819
5300
SH
SOLE
0
0
5300
LENNAR CORP
CL B
526057302
15743
154
SH
SOLE
0
0
154
LINDE PLC
SHS
G54950103
294901
792
SH
SOLE
0
0
792
LOWES COS INC
COM
548661107
284117
1367
SH
SOLE
0
0
1367
MARTIN MARIETTA MATLS INC
COM
573284106
599301
1460
SH
SOLE
0
0
1460
MATCH GROUP INC NEW
COM
57667L107
213582
5452
SH
SOLE
0
0
5452
MCKESSON CORP
COM
58155Q103
538026
1236
SH
SOLE
0
0
1236
MEDTRONIC PLC
SHS
G5960L103
985545
12499
SH
SOLE
0
0
12499
MERCADOLIBRE INC
COM
58733R102
239629
189
SH
SOLE
0
0
189
MERCK & CO INC
COM
58933Y105
789648
7640
SH
SOLE
0
0
7640
META PLATFORMS INC
CL A
30303M102
689282
2296
SH
SOLE
0
0
2296
METHANEX CORP
COM
59151K108
326597
7220
SH
SOLE
0
0
7220
MICROCHIP TECHNOLOGY INC.
COM
595017104
577570
7400
SH
SOLE
0
0
7400
MICROSOFT CORP
COM
594918104
3123399
9892
SH
SOLE
0
0
9892
MITSUBISHI UFJ FINL GROUP IN
SPONSORED ADS
606822104
295452
34800
SH
SOLE
0
0
34800
MOLINA HEALTHCARE INC
COM
60855R100
260673
795
SH
SOLE
0
0
795
NETFLIX INC
COM
64110L106
458406
1214
SH
SOLE
0
0
1214
NEWMONT CORP
COM
651639106
441626
11952
SH
SOLE
0
0
11952
NOVARTIS AG
SPONSORED ADR
66987V109
288264
2830
SH
SOLE
0
0
2830
NVIDIA CORPORATION
COM
67066G104
1093565
2514
SH
SOLE
0
0
2514
OSHKOSH CORP
COM
688239201
311102
3260
SH
SOLE
0
0
3260
PARKER-HANNIFIN CORP
COM
701094104
662184
1700
SH
SOLE
0
0
1700
PAYPAL HLDGS INC
COM
70450Y103
263128
4501
SH
SOLE
0
0
4501
PEPSICO INC
COM
713448108
445119
2627
SH
SOLE
0
0
2627
PFIZER INC
COM
717081103
613247
18488
SH
SOLE
0
0
18488
PHILIP MORRIS INTL INC
COM
718172109
271167
2929
SH
SOLE
0
0
2929
PHILLIPS 66
COM
718546104
476755
3968
SH
SOLE
0
0
3968
PNC FINL SVCS GROUP INC
COM
693475105
510355
4157
SH
SOLE
0
0
4157
PROCTER AND GAMBLE CO
COM
742718109
1382753
9480
SH
SOLE
0
0
9480
QUALCOMM INC
COM
747525103
986990
8887
SH
SOLE
0
0
8887
QUEST DIAGNOSTICS INC
COM
74834L100
221785
1820
SH
SOLE
0
0
1820
REALTY INCOME CORP
COM
756109104
558619
11157
SH
SOLE
0
0
11157
RPM INTL INC
COM
749685103
436126
4600
SH
SOLE
0
0
4600
RTX CORPORATION
COM
75513E101
363089
5045
SH
SOLE
0
0
5045
SALESFORCE INC
COM
79466L302
436180
2151
SH
SOLE
0
0
2151
SANOFI
SPONSORED ADR
80105N105
632147
11785
SH
SOLE
0
0
11785
SAP SE
SPON ADR
803054204
430118
3326
SH
SOLE
0
0
3326
SCHWAB CHARLES CORP
COM
808513105
414550
7551
SH
SOLE
0
0
7551
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
128147184
1762200
SH
SOLE
0
0
1762200
SELECT SECTOR SPDR TR
ENERGY
81369Y506
24477612
270800
SH
SOLE
0
0
270800
SERVICE CORP INTL
COM
817565104
351925
6159
SH
SOLE
0
0
6159
SERVICENOW INC
COM
81762P102
953027
1705
SH
SOLE
0
0
1705
SHOPIFY INC
CL A
82509L107
427119
7827
SH
SOLE
0
0
7827
SNOWFLAKE INC
CL A
833445109
347857
2277
SH
SOLE
0
0
2277
SONY GROUP CORP
SPONSORED ADR
835699307
518276
6289
SH
SOLE
0
0
6289
SOUTHERN CO
COM
842587107
297065
4590
SH
SOLE
0
0
4590
SPDR SER TR
BLOOMBERG SHT TE
78468R408
44594494
1823160
SH
SOLE
0
0
1823160
SPDR SER TR
PRTFLO S&P500 HI
78468R788
4979940
142000
SH
SOLE
0
0
142000
SYSCO CORP
COM
871829107
654556
9910
SH
SOLE
0
0
9910
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
551817
6329
SH
SOLE
0
0
6329
TE CONNECTIVITY LTD
SHS
H84989104
245578
1988
SH
SOLE
0
0
1988
TELEDYNE TECHNOLOGIES INC
COM
879360105
447395
1095
SH
SOLE
0
0
1095
TEXAS INSTRS INC
COM
882508104
249328
1568
SH
SOLE
0
0
1568
TFI INTL INC
COM
87241L109
321751
2488
SH
SOLE
0
0
2488
TOTALENERGIES SE
SPONSORED ADS
89151E109
220625
3355
SH
SOLE
0
0
3355
TYSON FOODS INC
CL A
902494103
225185
4460
SH
SOLE
0
0
4460
UBER TECHNOLOGIES INC
COM
90353T100
464545
10101
SH
SOLE
0
0
10101
UNILEVER PLC
SPON ADR NEW
904767704
352469
7135
SH
SOLE
0
0
7135
UNITED MICROELECTRONICS CORP
SPON ADR NEW
910873405
129706
18372
SH
SOLE
0
0
18372
UNITEDHEALTH GROUP INC
COM
91324P102
639817
1269
SH
SOLE
0
0
1269
US BANCORP DEL
COM NEW
902973304
674954
20139
SH
SOLE
0
0
20139
VANGUARD INDEX FDS
GROWTH ETF
922908736
7824011
28732
SH
SOLE
0
0
28732
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1550374
8200
SH
SOLE
0
0
8200
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
570201178
1451648
SH
SOLE
0
0
1451648
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
10621
50
SH
SOLE
0
0
50
VANGUARD INDEX FDS
VALUE ETF
922908744
47933572
347521
SH
SOLE
0
0
347521
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2940750
75000
SH
SOLE
0
0
75000
VANGUARD INTL EQUITY INDEX F
FTSE PACIFIC ETF
922042866
11369600
170000
SH
SOLE
0
0
170000
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
32427
348
SH
SOLE
0
0
348
VANGUARD STAR FDS
VG TL INTL STK F
921909768
53649625
1002422
SH
SOLE
0
0
1002422
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
6197004
141743
SH
SOLE
0
0
141743
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
16117920
156000
SH
SOLE
0
0
156000
VANGUARD WHITEHALL FDS
INTL HIGH ETF
921946794
2735538
44200
SH
SOLE
0
0
44200
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
499180
2200
SH
SOLE
0
0
2200
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
8836735
175193
SH
SOLE
0
0
175193
VANGUARD WORLD FD
ESG US STK ETF
921910733
34492733
458558
SH
SOLE
0
0
458558
VENTAS INC
COM
92276F100
257774
6072
SH
SOLE
0
0
6072
VERIZON COMMUNICATIONS INC
COM
92343V104
524167
16173
SH
SOLE
0
0
16173
VISA INC
COM CL A
92826C839
949711
4129
SH
SOLE
0
0
4129
WALMART INC
COM
931142103
429092
2683
SH
SOLE
0
0
2683
WARNER BROS DISCOVERY INC
COM SER A
934423104
337920
31116
SH
SOLE
0
0
31116
WELLS FARGO CO NEW
COM
949746101
205158
5021
SH
SOLE
0
0
5021
WIPRO LTD
SPON ADR 1 SH
97651M109
248142
51269
SH
SOLE
0
0
51269
XCEL ENERGY INC
COM
98389B100
391477
6780
SH
SOLE
0
0
6780
XYLEM INC
COM
98419M100
394160
4330
SH
SOLE
0
0
4330