Instuitional Investor - Ep Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Ep Wealth Advisors, Inc. |
| Portfolio Value | $26,169,320,775 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 23,330,170 | $2,009,660,861 | 7.68% | |
| 2. | Vanguard Index Fds - VALUE ETF | 8,979,182 | $1,956,833,118 | 7.48% | |
| 3. | BND | 12,178,869 | $934,119,220 | 3.57% | |
| 4. | AAPL | 3,136,978 | $907,715,948 | 3.47% | |
| 5. | Vanguard Index Fds | 4,488,689 | $886,964,986 | 3.39% |