Instuitional Investor - Ep Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Ep Wealth Advisors, Inc.
Portfolio Value $19,246,902,407
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
3,464,230 $1,690,059,397 8.78%
2.
Vanguard Index Fds - VALUE ETF
7,915,910 $1,511,859,808 7.86%
3.
Vanguard Index Fds
3,906,096 $692,824,203 3.6%
4. BND 8,635,792 $672,555,432 3.49%
5. AAPL 2,291,304 $622,913,748 3.24%