EP Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EW EP Wealth Advisors, LLC | Institutional Filer | ▲ 5.68% | $20.34B | 1496 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1496)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | — | 8.4M | $1.65B | 8.12% |
| 2 | VUG | VANGUARD INDEX FDS | — | 3.7M | $1.59B | 7.84% |
| 3 | BIV | VANGUARD BD INDEX FDS | — | 10.2M | $790.4M | 3.89% |
| 4 | VOE | VANGUARD INDEX FDS | — | 4.1M | $762.9M | 3.75% |
| 5 | VIGI | VANGUARD WHITEHALL FDS | — | 7.2M | $640.4M | 3.15% |
| 6 | IGSB | ISHARES TR | — | 11.7M | $616.0M | 3.03% |
| 7 | AAPL | Apple Inc. | Technology | 2.3M | $582.8M | 2.87% |
| 8 | NVDA | NVIDIA Corporation | Technology | 2.6M | $458.3M | 2.25% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | — | 7.7M | $414.7M | 2.04% |
| 10 | VOT | VANGUARD INDEX FDS | — | 1.6M | $399.2M | 1.96% |
| 11 | DFIV | DIMENSIONAL ETF TRUST | — | 7.2M | $381.4M | 1.88% |
| 12 | AGG | ISHARES TR | — | 3.2M | $316.7M | 1.56% |
| 13 | MSFT | Microsoft Corporation | Technology | 831K | $307.7M | 1.51% |
| 14 | GOOGL | Alphabet Inc. | Technology | 1.0M | $300.8M | 1.48% |
| 15 | VOO | VANGUARD INDEX FDS | — | 486K | $290.4M | 1.43% |
Showing 1 to 15 of 1000 holdings