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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

EP Wealth Advisors, LLC INSTITUTION : EP Wealth Advisors, LLC
EP Wealth Advisors, LLC Portfolio (reported on 2020-05-18)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
VANGUARD INDEX FDS    (VALUE ETF) VTV 285,861,000 3,209,752 13.98%
ISHARES TR    (SH TR CRPORT ETF) CSJ 225,743,000 4,311,368 11.04%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 152,996,000 976,428 7.48%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 81,404,000 705,163 3.98%
APPLE INC    (COM) AAPL 59,148,000 232,599 2.89%
MICROSOFT CORP    (COM) MSFT 50,153,000 318,008 2.45%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 44,109,000 171,130 2.15%
JOHNSON & JOHNSON    (COM) JNJ 32,263,000 246,041 1.57%
AMAZON COM INC    (COM) AMZN 30,767,000 15,780 1.50%
JPMORGAN CHASE & CO    (COM) JPM 29,545,000 328,171 1.44%
ALPHABET INC    (CAP STK CL A) GOOGL 27,793,000 23,919 1.36%
COSTCO WHSL CORP NEW    (COM) COST 24,600,000 86,278 1.20%
AMERICAN TOWER CORP NEW    (COM) AMT 23,407,000 107,496 1.14%
ISHARES TR    (MSCI EAFE ETF) EFA 22,439,000 419,741 1.09%
VISA INC    (COM CL A) V 22,235,000 138,002 1.08%
DISNEY WALT CO    (COM DISNEY) DIS 20,574,000 212,979 1.00%
STRYKER CORP    (COM) SYK 20,508,000 123,181 1.00%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 20,338,000 253,051 0.99%
FACEBOOK INC    (CL A) FB 18,843,000 112,968 0.92%
BLACKROCK INC    (COM) BLK 18,429,000 41,886 0.90%
PEPSICO INC    (COM) PEP 18,426,000 153,425 0.90%
ALLSTATE CORP    (COM) ALL 18,407,000 200,666 0.90%
HONEYWELL INTL INC    (COM) HON 18,310,000 136,855 0.89%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 18,163,000 111,253 0.88%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 17,750,000 137,692 0.86%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 16,695,000 497,616 0.81%
TJX COS INC NEW    (COM) TJX 16,622,000 347,658 0.81%
UNITED TECHNOLOGIES CORP    (COM) UTX 16,194,000 171,679 0.79%
BROADCOM INC    (COM) 15,845,000 66,828 0.77%
CISCO SYS INC    (COM) CSCO 15,149,000 385,374 0.74%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 14,301,000 254,190 0.69%
S&P GLOBAL INC    (COM) SPGI 13,387,000 54,630 0.65%
PROLOGIS INC.    (COM) PLD 13,305,000 165,549 0.65%
UNION PAC CORP    (COM) UNP 12,427,000 88,111 0.60%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 12,088,000 362,560 0.59%
F M C CORP    (COM NEW) FMC 11,864,000 145,226 0.58%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 11,859,000 64,862 0.58%
ACTIVISION BLIZZARD INC    (COM) ATVI 11,819,000 198,713 0.57%
CVS HEALTH CORP    (COM) CVS 11,739,000 197,854 0.57%
EXXON MOBIL CORP    (COM) XOM 11,685,000 307,752 0.57%
STARBUCKS CORP    (COM) SBUX 11,281,000 171,607 0.55%
ISHARES TR    (RUS 1000 VAL ETF) IWD 10,675,000 107,631 0.52%
STANLEY BLACK & DECKER INC    (COM) SWK 9,411,000 94,114 0.46%
ISHARES TR    (RUS MD CP GR ETF) IWP 9,390,000 77,225 0.45%
GENERAL DYNAMICS CORP    (COM) GD 9,389,000 70,963 0.45%
ISHARES TR    (ESG MSCI EAFE) 8,988,000 169,078 0.43%
TRUIST FINL CORP    (COM) 8,732,000 283,151 0.42%
ISHARES TR    (IBONDS DEC20 ETF) 8,569,000 339,922 0.41%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 8,267,000 103,787 0.40%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 8,258,000 65,183 0.40%
ISHARES TR    (IBONDS DEC23 ETF) 8,015,000 320,601 0.39%
ALPHABET INC    (CAP STK CL C) GOOG 8,013,000 6,891 0.39%
ISHARES TR    (TIPS BD ETF) TIP 7,793,000 66,088 0.38%
ISHARES TR    (IBONDS DEC21 ETF) 7,726,000 313,415 0.37%
ISHARES TR    (RUS 1000 GRW ETF) IWF 7,283,000 48,343 0.35%
ISHARES TR    (CORE S&P500 ETF) IVV 6,944,000 26,873 0.33%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 6,649,000 95,190 0.32%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 6,301,000 153,611 0.30%
VALERO ENERGY CORP    (COM) VLO 6,241,000 137,580 0.30%
VERIZON COMMUNICATIONS INC    (COM) VZ 6,164,000 114,724 0.30%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 6,052,000 136,708 0.29%
AT&T INC    (COM) T 5,839,000 200,316 0.28%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 5,639,000 113,522 0.27%
ISHARES TR    (CORE US AGGBD ET) AGG 5,521,000 47,852 0.27%
ISHARES TR    (CORE S&P SCP ETF) IJR 5,320,000 94,816 0.26%
HOME DEPOT INC    (COM) HD 5,260,000 28,174 0.25%
ISHARES TR    (S&P 500 GRWT ETF) IVW 5,234,000 31,714 0.25%
UNITED PARCEL SERVICE INC    (CL B) UPS 5,157,000 55,208 0.25%
ISHARES TR    (S&P 500 VAL ETF) IVE 5,025,000 52,212 0.24%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 4,858,000 54,711 0.23%
ISHARES TR    (RUS 2000 GRW ETF) IWO 4,811,000 30,416 0.23%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 4,702,000 31,283 0.23%
TARGET CORP    (COM) TGT 4,660,000 50,127 0.22%
ISHARES TR    (IBONDS DEC22 ETF) 4,654,000 187,752 0.22%
ISHARES TR    (ULTR SH TRM BD) ICSH 4,443,000 88,940 0.21%
GLOBAL PMTS INC    (COM) GPN 4,401,000 30,513 0.21%
ISHARES TR    (IBONDS DEC24 ETF) 4,325,000 174,941 0.21%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 4,312,000 15,203 0.21%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 4,291,000 47,399 0.20%
CHEVRON CORP NEW    (COM) CVX 4,212,000 58,133 0.20%
ISHARES TR    (RUS MDCP VAL ETF) IWS 4,114,000 64,193 0.20%
COCA COLA CO    (COM) KO 3,913,000 88,419 0.19%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 3,909,000 16,505 0.19%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 3,882,000 39,585 0.18%
AMGEN INC    (COM) AMGN 3,712,000 18,310 0.18%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 3,667,000 35,465 0.17%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 3,665,000 43,619 0.17%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 3,598,000 44,258 0.17%
BK OF AMERICA CORP    (COM) BAC 3,541,000 166,813 0.17%
ISHARES TR    (NATIONAL MUN ETF) MUB 3,399,000 30,076 0.16%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 3,386,000 39,671 0.16%
ISHARES TR    (MSCI EMG MKT ETF) EEM 3,384,000 99,148 0.16%
ISHARES TR    (EXPONENTIAL TECH) 3,326,000 93,393 0.16%
PROCTER & GAMBLE CO    (COM) PG 3,283,000 29,847 0.16%
AMERICAN EXPRESS CO    (COM) AXP 3,269,000 38,182 0.15%
PFIZER INC    (COM) PFE 3,216,000 98,522 0.15%
ISHARES TR    (RUSSELL 2000 ETF) IWM 3,102,000 27,104 0.15%
ISHARES TR    (RUSSELL 3000 ETF) IWV 2,936,000 19,791 0.14%
ALEXANDRIA REAL ESTATE EQ IN    (COM) ARE 2,749,000 20,054 0.13%
VANGUARD INTL EQUITY INDEX F    (GLB EX US ETF) VNQI 2,742,000 63,896 0.13%
INTEL CORP    (COM) INTC 2,736,000 50,560 0.13%
ISHARES TR    (IBONDS DEC2023) 2,639,000 102,892 0.12%
NIKE INC    (CL B) NKE 2,625,000 31,723 0.12%
WALMART INC    (COM) WMT 2,569,000 22,608 0.12%
ISHARES TR    (JPMORGAN USD EMG) EMB 2,521,000 26,076 0.12%
COMCAST CORP NEW    (CL A) CMCSA 2,511,000 73,033 0.12%
INVESCO EXCHANGE TRADED FD T    (DWA MOMENTUM) 2,508,000 46,486 0.12%
NORTHROP GRUMMAN CORP    (COM) NOC 2,301,000 7,605 0.11%
ISHARES TR    (CALIF MUN BD ETF) CMF 2,292,000 37,877 0.11%
WISDOMTREE TR    (US LARGECAP DIVD) DLN 2,270,000 28,051 0.11%
ISHARES TR    (CORE S&P MCP ETF) IJH 2,194,000 15,251 0.10%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 2,171,000 24,510 0.10%
ISHARES TR    (IBONDS SEP2020) IBMI 2,145,000 84,532 0.10%
INVESCO EXCHANGE-TRADED FD T    (S&P500 LOW VOL) 2,123,000 45,237 0.10%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 2,101,000 81,293 0.10%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 2,096,000 21,180 0.10%
WELLS FARGO CO NEW    (COM) WFC 2,049,000 71,399 0.10%
ISHARES TR    (IBONDS DEC2022) 1,974,000 75,905 0.09%
SPDR SER TR    (S&P DIVID ETF) SDY 1,963,000 24,575 0.09%
ISHARES TR    (IBONDS DEC2021) 1,955,000 76,649 0.09%
ISHARES TR    (DOW JONES US ETF) IYY 1,929,000 15,287 0.09%
MCDONALDS CORP    (COM) MCD 1,777,000 10,746 0.08%
ISHARES TR    (RUS 2000 VAL ETF) IWN 1,768,000 21,549 0.08%
INTUITIVE SURGICAL INC    (COM NEW) ISRG 1,737,000 3,508 0.08%
EQUINIX INC    (COM) EQIX 1,709,000 2,737 0.08%
BOEING CO    (COM) BA 1,705,000 11,432 0.08%
INVESCO EXCHANGE TRADED FD T    (ZACKS MID CAP) 1,668,000 31,496 0.08%
PIMCO ETF TR    (ACTIVE BD ETF) BOND 1,551,000 14,607 0.07%
GAMING & LEISURE PPTYS INC    (COM) GLPI 1,524,000 54,987 0.07%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 1,522,000 7,828 0.07%
MERCK & CO. INC    (COM) MRK 1,521,000 19,767 0.07%
CLOROX CO DEL    (COM) CLX 1,509,000 8,708 0.07%
3M CO    (COM) MMM 1,504,000 11,018 0.07%
INDEXIQ ETF TR    (HEDGE MLTI ETF) QAI 1,487,000 52,228 0.07%
JOHNSON CTLS INTL PLC    (SHS) 1,475,000 54,722 0.07%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 1,452,000 16,250 0.07%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 1,403,000 25,860 0.06%
ISHARES TR    (S&P MC 400GR ETF) IJK 1,401,000 7,850 0.06%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 1,384,000 17,501 0.06%
ISHARES TR    (RUS 1000 ETF) IWB 1,335,000 9,430 0.06%
LOCKHEED MARTIN CORP    (COM) LMT 1,324,000 3,905 0.06%
ADOBE INC    (COM) ADBE 1,321,000 4,151 0.06%
RAYTHEON CO    (COM NEW) RTN 1,320,000 10,065 0.06%
ABBOTT LABS    (COM) ABT 1,297,000 16,434 0.06%
CABLE ONE INC    (COM) CABO 1,281,000 779 0.06%
BARCLAYS BANK PLC    (DJUBS CMDT ETN36) DJP 1,264,000 76,470 0.06%
SPDR SER TR    (S&P 600 SMCP VAL) DSV 1,263,000 30,900 0.06%
VANGUARD WORLD FD    (ESG INTL STK ETF) 1,226,000 29,800 0.05%
RESMED INC    (COM) RMD 1,219,000 8,274 0.05%
COLGATE PALMOLIVE CO    (COM) CL 1,213,000 18,276 0.05%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 1,204,000 57,825 0.05%
SOUTHERN CO    (COM) SO 1,201,000 22,184 0.05%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 1,194,000 19,490 0.05%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 1,173,000 18,673 0.05%
NEXTERA ENERGY INC    (COM) NEE 1,170,000 4,862 0.05%
SALESFORCE COM INC    (COM) CRM 1,113,000 7,732 0.05%
INVESCO EXCHANGE TRADED FD T    (DYNMC SOFTWARE) 1,108,000 12,917 0.05%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 1,094,000 5,161 0.05%
QUALCOMM INC    (COM) QCOM 1,078,000 15,930 0.05%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 1,065,000 4,050 0.05%
WISDOMTREE TR    (US MIDCAP DIVID) DON 1,060,000 43,886 0.05%
ISHARES TR    (COHEN STEER REIT) ICF 1,027,000 11,216 0.05%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 1,025,000 22,415 0.05%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 1,013,000 48,958 0.04%
MARATHON PETE CORP    (COM) MPC 1,008,000 42,658 0.04%
ISHARES TR    (SELECT DIVID ETF) DVY 991,000 13,470 0.04%
INVESCO EXCHANGE-TRADED FD T    (DWA SMLCP MENT) 983,000 24,139 0.04%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 967,000 8,716 0.04%
LILLY ELI & CO    (COM) LLY 966,000 6,962 0.04%
INVESCO EXCHANGE-TRADED FD T    (DWA EMERG MKTS) 960,000 65,896 0.04%
ISHARES TR    (EXPANDED TECH) IGV 955,000 4,542 0.04%
SIMPSON MANUFACTURING CO INC    (COM) SSD 950,000 15,335 0.04%
OMNICOM GROUP INC    (COM) OMC 946,000 17,224 0.04%
ISHARES INC    (MSCI FRNTR100ETF) FM 942,000 44,104 0.04%
ORACLE CORP    (COM) ORCL 936,000 19,375 0.04%
GENERAL MLS INC    (COM) GIS 930,000 17,619 0.04%
SPDR SER TR    (PORTFOLI S&P1500) TMW 926,000 29,430 0.04%
ABBVIE INC    (COM) ABBV 924,000 12,126 0.04%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 921,000 11,206 0.04%
DOMINION ENERGY INC    (COM) D 920,000 12,742 0.04%
ISHARES TR    (IBOXX INV CP ETF) LQD 917,000 7,424 0.04%
SPDR SER TR    (NUVEEN BLMBRG SR) 915,000 18,708 0.04%
ALTRIA GROUP INC    (COM) MO 908,000 23,492 0.04%
SPDR SER TR    (PORTFLI TIPS ETF) IPE 904,000 31,144 0.04%
ISHARES TR    (MSCI MIN VOL ETF) USMV 884,000 16,368 0.04%
INVESCO EXCHANGE TRADED FD T    (DWA TECHNOLOGY) 875,000 12,946 0.04%
ISHARES TR    (U.S. CNSM SV ETF) IYC 851,000 4,801 0.04%
SEMPRA ENERGY    (COM) SRE 842,000 7,451 0.04%
PAYPAL HLDGS INC    (COM) PYPL 838,000 8,757 0.04%
SELECT SECTOR SPDR TR    (ENERGY) XLE 832,000 28,622 0.04%
ISHARES TR    (U.S. MED DVC ETF) IHI 831,000 3,688 0.04%
PHILIP MORRIS INTL INC    (COM) PM 829,000 11,358 0.04%
ISHARES TR    (CORE S&P US GWT) IWZ 825,000 14,446 0.04%
XENCOR INC    (COM) XNCR 817,000 27,353 0.03%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 816,000 3 0.03%
ISHARES TR    (ESG MSCI USA ETF) 814,000 14,162 0.03%
INVESCO EXCHANGE TRADED FD T    (DYNMC NETWRNG) 813,000 15,975 0.03%
KIMBERLY CLARK CORP    (COM) KMB 803,000 6,277 0.03%
INVESCO EXCHANGE TRADED FD T    (AEROSPACE DEFN) 802,000 16,089 0.03%
DUKE ENERGY CORP NEW    (COM NEW) DUK 801,000 9,906 0.03%
1 2 Next >Full Portfolio View
Total Value As 2020-03-31: 2,043,405,000 SEC FILING
* Portfolios do not reflect changes after reporting
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