EP Wealth Advisors, LLC Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$3.1B
Holdings
491
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (491 positions)
| Stock | Value |
|---|---|
GDGENERAL DYNAMICS CORP | $24K |
VLOVALERO ENERGY CORP | $23K |
BMYBRISTOL-MYERS SQUIBB CO | $23K |
ATVIEURACTIVISION BLIZZARD INC | $22K |
SPGIS&P GLOBAL INC | $22K |
GMGENERAL MTRS CO | $21K |
FMCFMC CORP | $21K |
ZTSZOETIS INC | $19K |
CMFISHARES TR | $19K |
JPSTJ P MORGAN EXCHANGE-TRADED F | $18K |
GPNGLOBAL PMTS INC | $18K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $18K |
VTIVANGUARD INDEX FDS | $16K |
EFAISHARES TR | $16K |
VWOVANGUARD INTL EQUITY INDEX F | $15K |
VGITVANGUARD SCOTTSDALE FDS | $13K |
IGSBISHARES TR | $13K |
GOOGALPHABET INC | $13K |
IJRISHARES TR | $13K |
UNHUNITEDHEALTH GROUP INC | $13K |
IWPISHARES TR | $13K |
IWFISHARES TR | $11K |
LOWLOWES COS INC | $11K |
HDHOME DEPOT INC | $11K |
AGGISHARES TR | $10K |
IWDISHARES TR | $10K |
VTHRVANGUARD SCOTTSDALE FDS | $10K |
DYHTARGET CORP | $10K |
MUBISHARES TR | $9K |
CITCINTAS CORP | $9K |
CVXCHEVRON CORP NEW | $9K |
VOOVANGUARD INDEX FDS | $8K |
IVWISHARES TR | $8K |
VBRVANGUARD INDEX FDS | $8K |
SCHDSCHWAB STRATEGIC TR | $8K |
SCHFSCHWAB STRATEGIC TR | $8K |
IAUISHARES TR | $7K |
IWOISHARES TR | $7K |
AQLTISHARES TR | $7K |
—ISHARES TR | $7K |
BNDXVANGUARD CHARLOTTE FDS | $7K |
VOTVANGUARD INDEX FDS | $7K |
MGVVANGUARD WORLD FD | $7K |
EEMISHARES TR | $6K |
VCSHVANGUARD SCOTTSDALE FDS | $6K |
BACBK OF AMERICA CORP | $6K |
BACVERIZON COMMUNICATIONS INC | $6K |
SCHESCHWAB STRATEGIC TR | $6K |
MCDMCDONALDS CORP | $6K |
NOCNORTHROP GRUMMAN CORP | $6K |
KLACKLA CORP | $6K |
TMOTHERMO FISHER SCIENTIFIC INC | $6K |
VIGIVANGUARD WHITEHALL FDS | $6K |
XLYSELECT SECTOR SPDR TR | $6K |
IVEISHARES TR | $5K |
RSPINVESCO EXCHANGE TRADED FD T | $5K |
VEAVANGUARD TAX-MANAGED INTL FD | $5K |
JMSTJ P MORGAN EXCHANGE-TRADED F | $5K |
AMGNAMGEN INC | $5K |
QCOMQUALCOMM INC | $5K |
IJKISHARES TR | $5K |
VXUSVANGUARD STAR FDS | $5K |
ACWIISHARES TR | $5K |
IWSISHARES TR | $5K |
VHTVANGUARD WORLD FDS | $5K |
TAT&T INC | $4K |
VNQVANGUARD INDEX FDS | $4K |
TSLATESLA INC | $4K |
VXFVANGUARD INDEX FDS | $4K |
IAUISHARES TR | $4K |
IBDPISHARES TR | $4K |
INTCINTEL CORP | $4K |
PGPROCTER AND GAMBLE CO | $4K |
DOVDOVER CORP | $4K |
SCHGSCHWAB STRATEGIC TR | $4K |
SPEMSPDR INDEX SHS FDS | $4K |
ABBVABBVIE INC | $4K |
SRESEMPRA ENERGY | $4K |
NKENIKE INC | $4K |
IWMISHARES TR | $4K |
WFCWELLS FARGO CO NEW | $4K |
PDPINVESCO EXCHANGE TRADED FD T | $4K |
ESMLISHARES TR | $4K |
MRKMERCK & CO. INC | $4K |
VOEVANGUARD INDEX FDS | $4K |
VMBSVANGUARD SCOTTSDALE FDS | $4K |
IUSVISHARES TR | $4K |
PFEPFIZER INC | $4K |
BABOEING CO | $3K |
VBKVANGUARD INDEX FDS | $3K |
VLUEISHARES TR | $3K |
FDNFIRST TR EXCHANGE-TRADED FD | $3K |
SCHASCHWAB STRATEGIC TR | $3K |
KOCOCA COLA CO | $3K |
SCHVSCHWAB STRATEGIC TR | $3K |
WMTWALMART INC | $3K |
DLNWISDOMTREE TR | $3K |
ABTABBOTT LABS | $3K |
GISGENERAL MLS INC | $3K |
TWLOTWILIO INC | $3K |