EP Wealth Advisors, LLC Q4 2021 Filing
Filed February 17, 2022
Portfolio Value
$4.2B
Holdings
545
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (545 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $664.5M |
VTVVANGUARD INDEX FDS | $339.3M |
AAPLAPPLE INC | $227.6M |
MSFTMICROSOFT CORP | $146.4M |
AMZNAMAZON COM INC | $84.1M |
GOOGLALPHABET INC | $80.5M |
SPYSPDR S&P 500 ETF TR | $75.6M |
JPMJPMORGAN CHASE & CO | $73.8M |
COSTCOSTCO WHSL CORP NEW | $65.6M |
AVGOBROADCOM INC | $59.4M |
IWNISHARES TR | $56.8M |
JNJJOHNSON & JOHNSON | $56.7M |
KEYSKEYSIGHT TECHNOLOGIES INC | $53.1M |
XLKSELECT SECTOR SPDR TR | $50.8M |
CSCOCISCO SYS INC | $49.9M |
AMTAMERICAN TOWER CORP NEW | $49.4M |
VVISA INC | $45.3M |
TJXTJX COS INC NEW | $45.0M |
DISDISNEY WALT CO | $44.3M |
SBUXSTARBUCKS CORP | $44.1M |
HONHONEYWELL INTL INC | $44.1M |
PEPPEPSICO INC | $41.5M |
CVSCVS HEALTH CORP | $38.0M |
SYKSTRYKER CORPORATION | $37.2M |
LVLNSPDR SER TR | $36.9M |
METAMETA PLATFORMS INC | $35.5M |
GMGENERAL MTRS CO | $34.8M |
ZTSZOETIS INC | $34.6M |
HCAHCA HEALTHCARE INC | $34.0M |
UNPUNION PAC CORP | $33.7M |
ESGDISHARES TR | $33.3M |
SPGIS&P GLOBAL INC | $33.3M |
IVVISHARES TR | $31.9M |
XOMEXXON MOBIL CORP | $31.6M |
VWOVANGUARD INTL EQUITY INDEX F | $31.2M |
VEAVANGUARD TAX-MANAGED INTL FD | $31.1M |
VIGIVANGUARD WHITEHALL FDS | $30.7M |
VLOVALERO ENERGY CORP | $28.7M |
ALSALLSTATE CORP | $28.5M |
FMCFMC CORP | $27.9M |
BMYBRISTOL-MYERS SQUIBB CO | $26.6M |
VBVANGUARD INDEX FDS | $26.5M |
LKQ1LKQ CORP | $25.9M |
VOTVANGUARD INDEX FDS | $25.2M |
FDXFEDEX CORP | $23.4M |
VIGVANGUARD SPECIALIZED FUNDS | $22.7M |
GPNGLOBAL PMTS INC | $22.1M |
QAIINDEXIQ ETF TR | $22.0M |
VOEVANGUARD INDEX FDS | $21.6M |
IGSBISHARES TR | $21.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $21.1M |
VTIVANGUARD INDEX FDS | $19.8M |
GOOGALPHABET INC | $18.8M |
JMSTJ P MORGAN EXCHANGE-TRADED F | $18.6M |
VXFVANGUARD INDEX FDS | $17.7M |
EFAISHARES TR | $16.1M |
CMFISHARES TR | $15.5M |
AVUVAMERICAN CENTY ETF TR | $14.7M |
UNHUNITEDHEALTH GROUP INC | $14.0M |
AGGISHARES TR | $13.5M |
HDHOME DEPOT INC | $13.1M |
IWFISHARES TR | $13.0M |
IWPISHARES TR | $12.5M |
VOOVANGUARD INDEX FDS | $12.3M |
JPSTJ P MORGAN EXCHANGE-TRADED F | $12.2M |
LOWLOWES COS INC | $12.0M |
VTHRVANGUARD SCOTTSDALE FDS | $11.5M |
IWDISHARES TR | $10.7M |
VBKVANGUARD INDEX FDS | $10.1M |
CITCINTAS CORP | $9.7M |
IVWISHARES TR | $9.3M |
CVXCHEVRON CORP NEW | $8.9M |
IJRISHARES TR | $8.8M |
VBRVANGUARD INDEX FDS | $8.3M |
NUSNU SKIN ENTERPRISES INC | $8.1M |
TSLATESLA INC | $7.9M |
TMOTHERMO FISHER SCIENTIFIC INC | $7.9M |
MCDMCDONALDS CORP | $7.5M |
SCHFSCHWAB STRATEGIC TR | $7.3M |
MUBISHARES TR | $7.2M |
AVEMAMERICAN CENTY ETF TR | $7.0M |
IAUISHARES TR | $6.9M |
EEMISHARES TR | $6.9M |
XLYSELECT SECTOR SPDR TR | $6.8M |
QCOMQUALCOMM INC | $6.7M |
SCHESCHWAB STRATEGIC TR | $6.6M |
EMBISHARES TR | $6.3M |
NVDANVIDIA CORPORATION | $6.2M |
NOCNORTHROP GRUMMAN CORP | $6.2M |
BACBK OF AMERICA CORP | $6.1M |
IVEISHARES TR | $5.9M |
PFEPFIZER INC | $5.9M |
VNQVANGUARD INDEX FDS | $5.8M |
WFCWELLS FARGO CO NEW | $5.7M |
DJPBARCLAYS BANK PLC | $5.7M |
VHTVANGUARD WORLD FDS | $5.5M |
IWOISHARES TR | $5.5M |
IYWISHARES TR | $5.4M |
IJKISHARES TR | $5.4M |
PGPROCTER AND GAMBLE CO | $5.2M |
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