EP Wealth Advisors, LLC Q2 2021 Filing
Filed August 24, 2021
Portfolio Value
$3.6T
Holdings
535
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (535 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $535.9M |
VTVVANGUARD INDEX FDS | $297.5M |
AAPLAPPLE INC | $150.3M |
MSFTMICROSOFT CORP | $110.1M |
JPMJPMORGAN CHASE & CO | $67.3M |
AMZNAMAZON COM INC | $67.0M |
SPYSPDR S&P 500 ETF TR | $66.9M |
GOOGLALPHABET INC | $66.2M |
IWNISHARES TR | $54.9M |
XLKSELECT SECTOR SPDR TR | $52.3M |
JNJJOHNSON & JOHNSON | $51.6M |
BLKCHFBLACKROCK INC | $48.6M |
METAFACEBOOK INC | $45.9M |
COSTCOSTCO WHSL CORP NEW | $44.9M |
VVISA INC | $44.2M |
DISDISNEY WALT CO | $43.7M |
HONHONEYWELL INTL INC | $42.2M |
AMTAMERICAN TOWER CORP NEW | $41.9M |
AVGOBROADCOM INC | $40.7M |
CSCOCISCO SYS INC | $38.4M |
KEYSKEYSIGHT TECHNOLOGIES INC | $38.0M |
TJXTJX COS INC NEW | $35.1M |
SBUXSTARBUCKS CORP | $34.8M |
SYKSTRYKER CORPORATION | $33.1M |
PEPPEPSICO INC | $32.3M |
XOMEXXON MOBIL CORP | $29.8M |
CVSCVS HEALTH CORP | $29.6M |
VIGVANGUARD SPECIALIZED FUNDS | $29.5M |
ALSALLSTATE CORP | $29.0M |
IVVISHARES TR | $28.7M |
VBVANGUARD INDEX FDS | $28.5M |
LVLNSPDR SER TR | $28.2M |
HCAHCA HEALTHCARE INC | $27.8M |
ESGDISHARES TR | $27.7M |
SPGIS&P GLOBAL INC | $27.1M |
UNPUNION PAC CORP | $26.1M |
BMYBRISTOL-MYERS SQUIBB CO | $25.8M |
VLOVALERO ENERGY CORP | $25.6M |
ZTSZOETIS INC | $24.9M |
ATVIEURACTIVISION BLIZZARD INC | $24.5M |
GMGENERAL MTRS CO | $24.0M |
VWOVANGUARD INTL EQUITY INDEX F | $22.7M |
FDXFEDEX CORP | $22.4M |
FMCFMC CORP | $22.4M |
GPNGLOBAL PMTS INC | $18.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $18.8M |
VTIVANGUARD INDEX FDS | $18.6M |
DFATDIMENSIONAL ETF TRUST | $17.2M |
CMFISHARES TR | $16.2M |
JPSTJ P MORGAN EXCHANGE-TRADED F | $16.1M |
GOOGALPHABET INC | $15.8M |
VIGIVANGUARD WHITEHALL FDS | $15.8M |
VOTVANGUARD INDEX FDS | $15.2M |
EFAISHARES TR | $15.0M |
IGSBISHARES TR | $13.6M |
IWPISHARES TR | $13.3M |
IWFISHARES TR | $13.0M |
UNHUNITEDHEALTH GROUP INC | $12.6M |
DYHTARGET CORP | $12.5M |
DFASDIMENSIONAL ETF TRUST | $12.1M |
IJRISHARES TR | $11.3M |
AGGISHARES TR | $11.2M |
HDHOME DEPOT INC | $11.1M |
VOEVANGUARD INDEX FDS | $11.1M |
IWDISHARES TR | $10.8M |
VTHRVANGUARD SCOTTSDALE FDS | $10.5M |
LOWLOWES COS INC | $10.2M |
NDQINVESCO QQQ TR | $10.1M |
CITCINTAS CORP | $9.7M |
VOOVANGUARD INDEX FDS | $9.1M |
MUBISHARES TR | $8.2M |
IVWISHARES TR | $8.2M |
VGITVANGUARD SCOTTSDALE FDS | $8.0M |
CVXCHEVRON CORP NEW | $8.0M |
VBRVANGUARD INDEX FDS | $7.8M |
SCHFSCHWAB STRATEGIC TR | $7.6M |
IWOISHARES TR | $7.3M |
SCHDSCHWAB STRATEGIC TR | $7.3M |
IAUISHARES TR | $7.2M |
BACBK OF AMERICA CORP | $7.2M |
—ISHARES TR | $6.9M |
EEMISHARES TR | $6.6M |
BNDXVANGUARD CHARLOTTE FDS | $6.5M |
NOCNORTHROP GRUMMAN CORP | $6.5M |
MCDMCDONALDS CORP | $6.1M |
SCHESCHWAB STRATEGIC TR | $6.1M |
VBKVANGUARD INDEX FDS | $6.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $6.0M |
XLYSELECT SECTOR SPDR TR | $5.9M |
MGVVANGUARD WORLD FD | $5.9M |
DFACDIMENSIONAL ETF TRUST | $5.8M |
VEAVANGUARD TAX-MANAGED INTL FD | $5.7M |
IVEISHARES TR | $5.5M |
WFCWELLS FARGO CO NEW | $5.5M |
VCSHVANGUARD SCOTTSDALE FDS | $5.4M |
BACVERIZON COMMUNICATIONS INC | $5.2M |
VXUSVANGUARD STAR FDS | $5.1M |
TSLATESLA INC | $5.0M |
VHTVANGUARD WORLD FDS | $5.0M |
ACWIISHARES TR | $5.0M |
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