EP Wealth Advisors, LLC Q1 2022 Filing
Filed May 20, 2022
Portfolio Value
$4.6B
Holdings
635
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (635 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $654.7M |
VTVVANGUARD INDEX FDS | $351.1M |
AAPLAPPLE INC | $227.7M |
MSFTMICROSOFT CORP | $143.7M |
AMZNAMAZON COM INC | $86.9M |
GOOGLALPHABET INC | $80.0M |
SPYSPDR S&P 500 ETF TR | $74.0M |
COSTCOSTCO WHSL CORP NEW | $67.0M |
JPMJPMORGAN CHASE & CO | $66.0M |
JNJJOHNSON & JOHNSON | $60.8M |
IWNISHARES TR | $56.9M |
AVGOBROADCOM INC | $56.4M |
XOMEXXON MOBIL CORP | $49.4M |
VVISA INC | $49.3M |
FMCFMC CORP | $49.0M |
XLKSELECT SECTOR SPDR TR | $48.5M |
AMTAMERICAN TOWER CORP NEW | $46.3M |
CSCOCISCO SYS INC | $46.1M |
IGSBISHARES TR | $45.4M |
BLKCHFBLACKROCK INC | $45.1M |
VIGIVANGUARD WHITEHALL FDS | $44.0M |
HONHONEYWELL INTL INC | $43.9M |
DISDISNEY WALT CO | $43.2M |
KEYSKEYSIGHT TECHNOLOGIES INC | $41.8M |
PEPPEPSICO INC | $41.1M |
RTXRAYTHEON TECHNOLOGIES CORP | $41.0M |
VLOVALERO ENERGY CORP | $39.3M |
AGGISHARES TR | $39.2M |
SBUXSTARBUCKS CORP | $38.9M |
SYKSTRYKER CORPORATION | $38.8M |
VWOVANGUARD INTL EQUITY INDEX F | $38.6M |
LVLNSPDR SER TR | $38.3M |
UNPUNION PAC CORP | $37.5M |
CVSCVS HEALTH CORP | $36.5M |
DFATDIMENSIONAL ETF TRUST | $35.3M |
ALSALLSTATE CORP | $35.3M |
HCAHCA HEALTHCARE INC | $33.3M |
BMYBRISTOL-MYERS SQUIBB CO | $32.5M |
DFACDIMENSIONAL ETF TRUST | $32.3M |
ESGDISHARES TR | $30.9M |
IVVISHARES TR | $30.8M |
SPGIS&P GLOBAL INC | $30.6M |
GMGENERAL MTRS CO | $30.5M |
GPNGLOBAL PMTS INC | $29.2M |
VEAVANGUARD TAX-MANAGED INTL FD | $28.9M |
ZTSZOETIS INC | $28.0M |
VOEVANGUARD INDEX FDS | $27.0M |
VOTVANGUARD INDEX FDS | $26.5M |
JSCPJ P MORGAN EXCHANGE-TRADED F | $24.9M |
VTIVANGUARD INDEX FDS | $24.9M |
VBVANGUARD INDEX FDS | $24.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $23.5M |
METAMETA PLATFORMS INC | $23.2M |
XLFISELECT SECTOR SPDR TR | $22.5M |
CMFISHARES TR | $21.5M |
VIGVANGUARD SPECIALIZED FUNDS | $21.2M |
JMSTJ P MORGAN EXCHANGE-TRADED F | $19.7M |
EFAISHARES TR | $18.6M |
SUBISHARES TR | $18.3M |
GOOGALPHABET INC | $18.0M |
FDXFEDEX CORP | $17.9M |
MUBISHARES TR | $16.8M |
IWFISHARES TR | $16.4M |
VXFVANGUARD INDEX FDS | $15.3M |
AVUVAMERICAN CENTY ETF TR | $14.5M |
UNHUNITEDHEALTH GROUP INC | $14.1M |
BCIABRDN ETFS | $13.5M |
DFASDIMENSIONAL ETF TRUST | $13.3M |
DFAXDIMENSIONAL ETF TRUST | $13.0M |
JPSTJ P MORGAN EXCHANGE-TRADED F | $12.8M |
IWPISHARES TR | $12.7M |
VOOVANGUARD INDEX FDS | $11.4M |
VBKVANGUARD INDEX FDS | $11.4M |
CVXCHEVRON CORP NEW | $11.2M |
VTHRVANGUARD SCOTTSDALE FDS | $10.9M |
IWDISHARES TR | $10.8M |
XLYSELECT SECTOR SPDR TR | $10.7M |
NDQINVESCO QQQ TR | $9.9M |
HDHOME DEPOT INC | $9.5M |
TSLATESLA INC | $9.2M |
LOWLOWES COS INC | $9.2M |
VBRVANGUARD INDEX FDS | $9.0M |
CITCINTAS CORP | $9.0M |
IJRISHARES TR | $8.8M |
VCSHVANGUARD SCOTTSDALE FDS | $8.8M |
IVWISHARES TR | $8.5M |
NUSNU SKIN ENTERPRISES INC | $7.7M |
TMOTHERMO FISHER SCIENTIFIC INC | $7.1M |
XLISELECT SECTOR SPDR TR | $7.0M |
SCHFSCHWAB STRATEGIC TR | $6.9M |
VFVAVANGUARD WELLINGTON FD | $6.8M |
MCDMCDONALDS CORP | $6.7M |
IAUISHARES TR | $6.7M |
NVDANVIDIA CORPORATION | $6.6M |
NOCNORTHROP GRUMMAN CORP | $6.2M |
AVEMAMERICAN CENTY ETF TR | $6.2M |
IWOISHARES TR | $6.0M |
IVEISHARES TR | $5.9M |
SCHESCHWAB STRATEGIC TR | $5.8M |
QCOMQUALCOMM INC | $5.6M |
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