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 |
|---|---|
VXFVANGUARD INDEX FDS | $4K |
VMBSVANGUARD SCOTTSDALE FDS | $4K |
BIVVANGUARD BD INDEX FDS | $4K |
SDYSPDR SER TR | $4K |
ABBVABBVIE INC | $4K |
TAT&T INC | $4K |
NVDANVIDIA CORPORATION | $4K |
IWBISHARES TR | $3K |
FDNFIRST TR EXCHANGE-TRADED FD | $3K |
BABOEING CO | $3K |
SRESEMPRA | $3K |
SCHVSCHWAB STRATEGIC TR | $3K |
IUSVISHARES TR | $3K |
IWVISHARES TR | $3K |
VGSHVANGUARD SCOTTSDALE FDS | $3K |
KLACKLA CORP | $3K |
WMTWALMART INC | $3K |
VNQVANGUARD INDEX FDS | $3K |
AXPAMERICAN EXPRESS CO | $3K |
VLUEISHARES TR | $3K |
UBSIUNITED BANKSHARES INC WEST V | $3K |
KOCOCA COLA CO | $3K |
IYY*ISHARES TR | $3K |
CMCSACOMCAST CORP NEW | $3K |
AQLTISHARES TR | $3K |
DYHTARGET CORP | $3K |
IJHISHARES TR | $3K |
GDGENERAL DYNAMICS CORP | $3K |
ORCLORACLE CORP | $3K |
ADBEADOBE SYSTEMS INCORPORATED | $3K |
VEUVANGUARD INTL EQUITY INDEX F | $3K |
CLCOLGATE PALMOLIVE CO | $3K |
ABTABBOTT LABS | $3K |
MGVVANGUARD WORLD FD | $3K |
TWLOTWILIO INC | $3K |
FAFFIRST AMERN FINL CORP | $3K |
PYPLPAYPAL HLDGS INC | $2K |
ISRGINTUITIVE SURGICAL INC | $2K |
GWWGRAINGER W W INC | $2K |
DLNWISDOMTREE TR | $2K |
VGTVANGUARD WORLD FDS | $2K |
CZAINVESCO EXCHANGE TRADED FD T | $2K |
FDVVFIDELITY COVINGTON TRUST | $2K |
SPLVINVESCO EXCH TRADED FD TR II | $2K |
AMDADVANCED MICRO DEVICES INC | $2K |
GEGENERAL ELECTRIC CO | $2K |
MMM3M CO | $2K |
SCHXSCHWAB STRATEGIC TR | $2K |
TIPISHARES TR | $2K |
VOVANGUARD INDEX FDS | $2K |
NEENEXTERA ENERGY INC | $2K |
SPEMSPDR INDEX SHS FDS | $2K |
VWOBVANGUARD WHITEHALL FDS | $2K |
JCIJOHNSON CTLS INTL PLC | $2K |
VGKVANGUARD INTL EQUITY INDEX F | $2K |
GLPIGAMING & LEISURE PPTYS INC | $2K |
ESGUISHARES TR | $2K |
SCHZSCHWAB STRATEGIC TR | $2K |
UPSUNITED PARCEL SERVICE INC | $2K |
AQLTISHARES TR | $2K |
SMARGBPSMARTSHEET INC | $2K |
INTUINTUIT | $2K |
ACNACCENTURE PLC IRELAND | $2K |
MDYSPDR S&P MIDCAP 400 ETF TR | $2K |
STLDSTEEL DYNAMICS INC | $2K |
IEFISHARES TR | $2K |
—ALTABANCORP | $2K |
PLDPROLOGIS INC. | $2K |
XTISHARES TR | $2K |
AQLTISHARES TR | $2K |
BSYBENTLEY SYS INC | $2K |
MRKMERCK & CO INC | $2K |
VVVANGUARD INDEX FDS | $2K |
FNDFSCHWAB STRATEGIC TR | $2K |
CRMSALESFORCE COM INC | $2K |
MCKMCKESSON CORP | $2K |
—ISHARES TR | $2K |
XLESELECT SECTOR SPDR TR | $2K |
USBUS BANCORP DEL | $2K |
LMTLOCKHEED MARTIN CORP | $2K |
YUMYUM BRANDS INC | $2K |
BSVVANGUARD BD INDEX FDS | $2K |
ABNBAIRBNB INC | $2K |
SPTMSPDR SER TR | $1K |
USMVISHARES TR | $1K |
IBMINTERNATIONAL BUSINESS MACHS | $1K |
EFGISHARES TR | $1K |
LLYLILLY ELI & CO | $1K |
MAMASTERCARD INCORPORATED | $1K |
CLXCLOROX CO DEL | $1K |
TXNTEXAS INSTRS INC | $1K |
SSDSIMPSON MFG INC | $1K |
IUSGISHARES TR | $1K |
DONWISDOMTREE TR | $1K |
GISGENERAL MLS INC | $1K |
CABOCABLE ONE INC | $1K |
TERTERADYNE INC | $1K |
MOALTRIA GROUP INC | $1K |
—ISHARES TR | $1K |
WPCWP CAREY INC | $1K |