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Home > Institutional Investor > Ep Wealth Advisors, Inc. > Profile

Instuitional Investor - Ep Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Ep Wealth Advisors, Inc.
Portfolio Value $12,253,640,371
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 3,226,810 $1,324,412,099 10.8%
2.
Apple Inc.
 AAPL 2,049,802 $513,311,318 4.18%
3.
Vanguard Index Fds
 2,480,962 $420,026,892 3.42%
4.
Vanguard Bond Index Funds
 BND 4,575,308 $341,912,751 2.79%
5.
Vanguard Whitehall Funds
 3,757,454 $300,558,712 2.45%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)