Instuitional Investor - Ep Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Ep Wealth Advisors, Inc. |
| Portfolio Value | $20,340,649,835 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 8,418,734 | $1,651,755,583 | 8.12% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 3,651,263 | $1,594,835,376 | 7.84% | |
| 3. | BND | 10,240,765 | $790,382,227 | 3.89% | |
| 4. | Vanguard Index Fds | 4,140,038 | $762,926,188 | 3.75% | |
| 5. | Vanguard Whitehall Funds | 7,239,592 | $640,414,328 | 3.15% |