Instuitional Investor - Ep Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Ep Wealth Advisors, Inc. |
| Portfolio Value | $19,246,902,407 |
Top 13F Holdings
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% |