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 - GROWTH ETF | 3,226,810 | $1,324,412,099 | 10.8% | |
| 2. | AAPL | 2,049,802 | $513,311,318 | 4.18% | |
| 3. | Vanguard Index Fds - VALUE ETF | 2,480,962 | $420,026,892 | 3.42% | |
| 4. | BND | 4,575,308 | $341,912,751 | 2.79% | |
| 5. | Vanguard Whitehall Funds | 3,757,454 | $300,558,712 | 2.45% |
