EP Wealth Advisors, LLC Q3 2021 Filing
Filed November 16, 2021
Portfolio Value
$3.6B
Holdings
528
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (528 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $583.4M |
VTVVANGUARD INDEX FDS | $306.0M |
AAPLAPPLE INC | $172.8M |
MSFTMICROSOFT CORP | $113.4M |
JPMJPMORGAN CHASE & CO | $74.6M |
GOOGLALPHABET INC | $73.1M |
AMZNAMAZON COM INC | $68.8M |
SPYSPDR S&P 500 ETF TR | $67.6M |
IWNISHARES TR | $54.6M |
COSTCOSTCO WHSL CORP NEW | $52.5M |
JNJJOHNSON & JOHNSON | $51.3M |
BLKCHFBLACKROCK INC | $46.3M |
DISDISNEY WALT CO | $46.1M |
METAFACEBOOK INC | $46.0M |
VVISA INC | $44.2M |
AMTAMERICAN TOWER CORP NEW | $43.1M |
XLKSELECT SECTOR SPDR TR | $42.9M |
HONHONEYWELL INTL INC | $42.8M |
AVGOBROADCOM INC | $42.7M |
KEYSKEYSIGHT TECHNOLOGIES INC | $42.5M |
CSCOCISCO SYS INC | $40.8M |
SBUXSTARBUCKS CORP | $38.2M |
TJXTJX COS INC NEW | $36.9M |
SYKSTRYKER CORPORATION | $35.1M |
PEPPEPSICO INC | $34.8M |
LVLNSPDR SER TR | $33.5M |
HCAHCA HEALTHCARE INC | $31.9M |
CVSCVS HEALTH CORP | $31.1M |
XOMEXXON MOBIL CORP | $30.2M |
ESGDISHARES TR | $29.9M |
ALSALLSTATE CORP | $29.7M |
SPGIS&P GLOBAL INC | $29.5M |
GPNGLOBAL PMTS INC | $28.2M |
IVVISHARES TR | $28.2M |
ZTSZOETIS INC | $27.1M |
VWOVANGUARD INTL EQUITY INDEX F | $26.3M |
VBVANGUARD INDEX FDS | $26.2M |
VLOVALERO ENERGY CORP | $25.9M |
VIGIVANGUARD WHITEHALL FDS | $25.3M |
UNPUNION PAC CORP | $25.2M |
GMGENERAL MTRS CO | $24.3M |
BMYBRISTOL-MYERS SQUIBB CO | $23.8M |
ATVIEURACTIVISION BLIZZARD INC | $22.1M |
FMCFMC CORP | $21.6M |
VIGVANGUARD SPECIALIZED FUNDS | $21.0M |
VOTVANGUARD INDEX FDS | $19.4M |
FDXFEDEX CORP | $18.8M |
JMSTJ P MORGAN EXCHANGE-TRADED F | $18.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $18.4M |
VTIVANGUARD INDEX FDS | $17.6M |
GOOGALPHABET INC | $17.1M |
VOEVANGUARD INDEX FDS | $15.5M |
CMFISHARES TR | $15.4M |
EFAISHARES TR | $14.5M |
IGSBISHARES TR | $13.8M |
IWPISHARES TR | $12.2M |
IWFISHARES TR | $11.9M |
UNHUNITEDHEALTH GROUP INC | $11.6M |
VTHRVANGUARD SCOTTSDALE FDS | $10.5M |
IWDISHARES TR | $10.1M |
HDHOME DEPOT INC | $10.1M |
JPSTJ P MORGAN EXCHANGE-TRADED F | $10.1M |
LOWLOWES COS INC | $9.6M |
IVWISHARES TR | $8.4M |
CITCINTAS CORP | $8.3M |
CVXCHEVRON CORP NEW | $7.6M |
AGGISHARES TR | $7.6M |
VOOVANGUARD INDEX FDS | $7.3M |
SCHFSCHWAB STRATEGIC TR | $7.2M |
IAUISHARES TR | $7.2M |
IJRISHARES TR | $7.1M |
MUBISHARES TR | $7.0M |
—ISHARES TR | $6.9M |
SCHESCHWAB STRATEGIC TR | $6.9M |
MCDMCDONALDS CORP | $6.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $6.7M |
NUSNU SKIN ENTERPRISES INC | $6.5M |
BNDXVANGUARD CHARLOTTE FDS | $6.4M |
BACBK OF AMERICA CORP | $6.2M |
VEAVANGUARD TAX-MANAGED INTL FD | $6.1M |
IWOISHARES TR | $6.1M |
EEMISHARES TR | $6.0M |
TSLATESLA INC | $5.9M |
NOCNORTHROP GRUMMAN CORP | $5.8M |
XLYSELECT SECTOR SPDR TR | $5.8M |
IVEISHARES TR | $5.7M |
WFCWELLS FARGO CO NEW | $5.6M |
VGITVANGUARD SCOTTSDALE FDS | $5.2M |
VXUSVANGUARD STAR FDS | $5.1M |
IJKISHARES TR | $5.0M |
VHTVANGUARD WORLD FDS | $5.0M |
SCHDSCHWAB STRATEGIC TR | $4.7M |
RSPINVESCO EXCHANGE TRADED FD T | $4.6M |
ACWIISHARES TR | $4.6M |
PGPROCTER AND GAMBLE CO | $4.5M |
SCHGSCHWAB STRATEGIC TR | $4.4M |
BDXBECTON DICKINSON & CO | $4.4M |
IWSISHARES TR | $4.3M |
EWEDWARDS LIFESCIENCES CORP | $4.3M |
BACVERIZON COMMUNICATIONS INC | $4.2M |
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