Instuitional Investor - Ep Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Ep Wealth Advisors, Inc. |
| Portfolio Value | $12,518,017,050 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 3,336,464 | $1,237,227,611 | 9.88% | |
| 2. | AAPL | 2,016,719 | $447,973,722 | 3.58% | |
| 3. | BND | 5,394,520 | $413,058,406 | 3.3% | |
| 4. | Vanguard Index Fds - VALUE ETF | 2,383,097 | $411,656,135 | 3.29% | |
| 5. | Vanguard Whitehall Funds | 4,298,002 | $356,476,300 | 2.85% |
