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 |
|---|---|
IWSISHARES TR | $4K |
BDXBECTON DICKINSON & CO | $4K |
AVDVAMERICAN CENTY ETF TR | $4K |
INTCINTEL CORP | $4K |
ESMLISHARES TR | $4K |
ABBVABBVIE INC | $4K |
IWMISHARES TR | $4K |
BACVERIZON COMMUNICATIONS INC | $4K |
PDPINVESCO EXCHANGE TRADED FD T | $4K |
IJSISHARES TR | $4K |
VGITVANGUARD SCOTTSDALE FDS | $4K |
IAUISHARES TR | $4K |
IJHISHARES TR | $4K |
IBDPISHARES TR | $4K |
BIVVANGUARD BD INDEX FDS | $4K |
WMTWALMART INC | $4K |
KLACKLA CORP | $4K |
VMBSVANGUARD SCOTTSDALE FDS | $4K |
SCHDSCHWAB STRATEGIC TR | $4K |
SCHVSCHWAB STRATEGIC TR | $4K |
IWBISHARES TR | $4K |
SDYSPDR SER TR | $4K |
VVVANGUARD INDEX FDS | $4K |
TAT&T INC | $4K |
IUSVISHARES TR | $3K |
SRESEMPRA | $3K |
VLUEISHARES TR | $3K |
ABTABBOTT LABS | $3K |
VCITVANGUARD SCOTTSDALE FDS | $3K |
KOCOCA COLA CO | $3K |
FDNFIRST TR EXCHANGE-TRADED FD | $3K |
IYY*ISHARES TR | $3K |
GWWGRAINGER W W INC | $3K |
UBSIUNITED BANKSHARES INC WEST V | $3K |
AMDADVANCED MICRO DEVICES INC | $3K |
BABOEING CO | $3K |
VGSHVANGUARD SCOTTSDALE FDS | $3K |
ACNACCENTURE PLC IRELAND | $3K |
AXPAMERICAN EXPRESS CO | $3K |
CLCOLGATE PALMOLIVE CO | $3K |
FAFFIRST AMERN FINL CORP | $3K |
ADBEADOBE SYSTEMS INCORPORATED | $3K |
ORCLORACLE CORP | $3K |
SCHXSCHWAB STRATEGIC TR | $3K |
VOVANGUARD INDEX FDS | $3K |
DYHTARGET CORP | $3K |
CMCSACOMCAST CORP NEW | $3K |
ABNBAIRBNB INC | $3K |
GDGENERAL DYNAMICS CORP | $3K |
DLNWISDOMTREE TR | $3K |
VGTVANGUARD WORLD FDS | $3K |
MGVVANGUARD WORLD FD | $3K |
ISRGINTUITIVE SURGICAL INC | $3K |
VEUVANGUARD INTL EQUITY INDEX F | $3K |
SPLVINVESCO EXCH TRADED FD TR II | $2K |
NEENEXTERA ENERGY INC | $2K |
CZAINVESCO EXCHANGE TRADED FD T | $2K |
PLDPROLOGIS INC. | $2K |
XLCSELECT SECTOR SPDR TR | $2K |
AQLTISHARES TR | $2K |
FDVVFIDELITY COVINGTON TRUST | $2K |
SUSBISHARES TR | $2K |
VWOBVANGUARD WHITEHALL FDS | $2K |
UPSUNITED PARCEL SERVICE INC | $2K |
JCIJOHNSON CTLS INTL PLC | $2K |
XLESELECT SECTOR SPDR TR | $2K |
MDYSPDR S&P MIDCAP 400 ETF TR | $2K |
ESGUISHARES TR | $2K |
TIPISHARES TR | $2K |
MMM3M CO | $2K |
FNDFSCHWAB STRATEGIC TR | $2K |
MCKMCKESSON CORP | $2K |
GLPIGAMING & LEISURE PPTYS INC | $2K |
ICFISHARES TR | $2K |
INTUINTUIT | $2K |
VGKVANGUARD INTL EQUITY INDEX F | $2K |
CRMSALESFORCE COM INC | $2K |
AQLTISHARES TR | $2K |
STLDSTEEL DYNAMICS INC | $2K |
AQLTISHARES TR | $2K |
TERTERADYNE INC | $2K |
XTISHARES TR | $2K |
MRKMERCK & CO INC | $2K |
GEGENERAL ELECTRIC CO | $2K |
YUMYUM BRANDS INC | $2K |
PYPLPAYPAL HLDGS INC | $2K |
SCHZSCHWAB STRATEGIC TR | $2K |
LLYLILLY ELI & CO | $2K |
MAMASTERCARD INCORPORATED | $2K |
XLISELECT SECTOR SPDR TR | $2K |
IWRISHARES TR | $2K |
BSVVANGUARD BD INDEX FDS | $2K |
XLVSELECT SECTOR SPDR TR | $2K |
EFGISHARES TR | $2K |
LMTLOCKHEED MARTIN CORP | $2K |
SPEMSPDR INDEX SHS FDS | $2K |
TWLOTWILIO INC | $2K |
GBCIGLACIER BANCORP INC NEW | $2K |
IUSGISHARES TR | $2K |
USBUS BANCORP DEL | $2K |