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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
43
3
3
2
1
1
43
7
4
EP WEALTH ADVISORS INC

Time Period2018-03-31

Total Holdings201

Total Value ($x1000)1,034,609
Activities
New31

Increased88

Unchanged16

Decreased66

Sold Out24

Top 10 Stock Holdingstotal 47.25%
VTV17.96

VUG7.63

VB6.61

AAPL2.98

FB2.44

 
MSFT2.28

JPM2.1

MMM1.78

SSD1.74

JNJ1.73

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTV
17.96%
VALUE ETF
VUG
7.63%
GROWTH ETF
VB
6.61%
SMALL CP ETF
AAPL
2.98%
COM
FB
2.44%
CL A
MSFT
2.28%
COM
JPM
2.1%
COM
MMM
1.78%
COM
SSD
1.74%
COM
JNJ
1.73%
COM
V
1.69%
COM CL A
PEP
1.56%
COM
COST
1.54%
COM
SYK
1.53%
COM
BLK
1.51%
COM
DIS
1.5%
COM DISNEY
HON
1.5%
COM
ALL
1.46%
COM
XOM
1.44%
COM
ACN
1.41%
SHS CLASS A
TJX
1.36%
COM
BBT
1.35%
COM
AMZN
1.31%
COM
AVGO
1.28%
SHS
AMT
1.28%
COM
SCHW
1.27%
COM
FMC
1.08%
COM NEW
SPGI
1.08%
COM
UNP
1.05%
COM
WYN
0.99%
COM
VZ
0.96%
COM
ANDV
0.94%
COM
GD
0.93%
COM
BIIB
0.93%
COM
APTV
0.87%
SHS
EIX
0.84%
COM
HOLX
0.81%
COM
VEU
0.76%
ALLWRLD EX US
DVN
0.74%
COM
AGN
0.71%
SHS
SPY
0.65%
TR UNIT
CVX
0.56%
COM
GLD
0.51%
GOLD SHS
SCZ
0.51%
EAFE SML CP ETF
UPS
0.5%
CL B
XLY
0.5%
SBI CONS DISCR
BRK.B
0.44%
CL B NEW
KRE
0.41%
S&P REGL BKG
IFGL
0.36%
INTL DEV RE ETF
TMO
0.35%
COM
MU
0.32%
COM
FDN
0.29%
DJ INTERNT IDX
BK
0.29%
COM
ARE
0.28%
COM
XLV
0.26%
SBI HEALTHCARE
SLB
0.25%
COM
NOC
0.25%
COM
AGG
0.24%
CORE TOTUSBD ETF
SBUX
0.23%
COM
QTEC
0.23%
SHS
EFA
0.23%
MSCI EAFE ETF
WFC
0.21%
COM
T
0.21%
COM
PXD
0.21%
COM
RSP
0.21%
GUG S&P500 EQ WT
ADS
0.21%
COM
BA
0.2%
COM
SJNK
0.2%
SHT TRM HGH YLD
CMCSA
0.19%
CL A
PLD
0.19%
COM
SPLV
0.18%
S&P500 LOW VOL
GLPI
0.18%
COM
FXR
0.17%
INDLS PROD DUR
VIG
0.16%
DIV APP ETF
NXPI
0.16%
COM
XLF
0.15%
SBI INT-FINL
IVV
0.15%
CORE S&P500 ETF
QQQ
0.14%
UNIT SER 1
IHI
0.14%
U.S. MED DVC ETF
SOXX
0.14%
PHLX SEMICND ETF
VEA
0.13%
FTSE DEV MKT ETF
IWV
0.13%
RUSSELL 3000 ETF
IWP
0.13%
RUS MD CP GR ETF
ITA
0.12%
U.S. AER&DEF ETF
IBM
0.12%
COM
AMLP
0.12%
ALERIAN MLP
IJH
0.12%
CORE S&P MCP ETF
IJR
0.11%
CORE S&P SCP ETF
IGV
0.11%
NA TEC-SFTWR ETF
PIE
0.11%
DWA EMRG MKTS
AMGN
0.11%
COM
FTXO
0.11%
NASDAQ BK ETF
VWO
0.1%
FTSE EMR MKT ETF
IYC
0.1%
U.S. CNSM SV ETF
PIZ
0.1%
DWA DEVEL MKTS
INTC
0.1%
COM
DJP
0.09%
DJUBS CMDT ETN36
ORCL
0.09%
COM
KO
0.09%
COM
PG
0.09%
COM
IWF
0.08%
RUS 1000 GRW ETF
PM
0.08%
COM
VOT
0.08%
MCAP GR IDXVIP
MO
0.08%
COM
XLI
0.08%
SBI INT-INDS
PFE
0.08%
COM
IAT
0.08%
US REGNL BKS ETF
SCHX
0.08%
US LRG CAP ETF
SCHB
0.08%
US BRD MKT ETF
HD
0.07%
COM
RTN
0.07%
COM NEW
USB
0.07%
COM NEW
NID
0.06%
COM
PHYS
0.06%
UNIT
LMT
0.06%
COM
CSCO
0.06%
COM
PDP
0.05%
DWA TECH LDRS
NAC
0.05%
COM
MCD
0.05%
COM
DIA
0.05%
UT SER 1
IWS
0.05%
RUS MDCP VAL ETF
IVE
0.05%
S&P 500 VAL ETF
NFLX
0.05%
COM
LQD
0.04%
IBOXX INV CP ETF
ABBV
0.04%
COM
ADBE
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
BABA
0.04%
SPONSORED ADS
MTB
0.04%
COM
VTI
0.04%
TOTAL STK MKT
QAI
0.04%
HEDGE MLTI ETF
QCOM
0.04%
COM
BAC
0.04%
COM
SCHF
0.04%
INTL EQTY ETF
ISRG
0.04%
COM NEW
PCG
0.04%
COM
XLE
0.04%
SBI INT-ENERGY
PNC
0.04%
COM
BAX
0.04%
COM
NEA
0.04%
COM
CSM
0.04%
PSHS LC COR PLUS
PACW
0.03%
COM
SIVB
0.03%
COM
IWN
0.03%
RUS 2000 VAL ETF
GE
0.03%
COM
PRI
0.03%
COM
IWO
0.03%
RUS 2000 GRW ETF
AXP
0.03%
COM
LGF/B
0.03%
CL B NON VTG
VGT
0.03%
INF TECH ETF
HYG
0.03%
IBOXX HI YD ETF
PSX
0.03%
COM
MRK
0.03%
COM
MDLZ
0.03%
CL A
IWR
0.03%
RUS MID-CAP ETF
YUM
0.03%
COM
TRMB
0.03%
COM
VO
0.03%
MID CAP ETF
NFJ
0.03%
COM
DLN
0.03%
LARGECAP DIVID
IWM
0.03%
RUSSELL 2000 ETF
TSLA
0.03%
COM
HRS
0.03%
COM
BRK.A
0.03%
CL A
MA
0.03%
CL A
SCHZ
0.03%
US AGGREGATE B
LOW
0.03%
COM
IWD
0.03%
RUS 1000 VAL ETF
SRLN
0.03%
BLKSTN GSOSRLN
ETJ
0.03%
COM
VOO
0.03%
SHS
SCHV
0.03%
US LCAP VA ETF
TWTR
0.03%
COM
EOG
0.02%
COM
KLIC
0.02%
COM
PX
0.02%
COM
DBEF
0.02%
XTRAK MSCI EAFE
TWX
0.02%
COM NEW
SCHA
0.02%
US SML CAP ETF
BKLN
0.02%
SENIOR LN PORT
MAR
0.02%
CL A
EMB
0.02%
JP MOR EM MK ETF
ETY
0.02%
COM
DFS
0.02%
COM
IWB
0.02%
RUS 1000 ETF
ECA
0.02%
COM
DHI
0.02%
COM
VSH
0.02%
COM
BDX
0.02%
COM
IBB
0.02%
NASDQ BIOTEC ETF
SRE
0.02%
COM
IAU
0.02%
ISHARES
WDAY
0.02%
CL A
EFAV
0.02%
EAFE MIN VOL ETF
ABT
0.02%
COM
SIMO
0.02%
SPONSORED ADR
NEE
0.02%
COM
DWDP
0.02%
COM
MS
0.02%
COM NEW
HUM
0.02%
COM
VHC
0.02%
COM
IAK
0.12%
U.S. INSRNCE ETF
MUB
0.12%
NAT AMT FREE BD
CCT
0.12%
COM
EWBC
0.07%
COM
BND
0.07%
TOTAL BND MRKT
GHYG
0.07%
GLB HGH YLD ETF
NEAR
0.05%
SHT MAT BD ETF
CEMB
0.04%
EM CRP BD ETF
VCSH
0.03%
SHRT TRM CORP BD
MON
0.03%
COM
CATY
0.03%
COM
ESRX
0.03%
COM
XLU
0.03%
SBI INT-UTILS
EPD
0.03%
COM
SCHM
0.03%
US MID-CAP ETF
TXN
0.02%
COM
JNK
0.02%
BRC HGH YLD BD
AJG
0.02%
COM
FXH
0.02%
HLTH CARE ALPH
COL
0.02%
COM
FNDF
0.02%
SCHWB FDT INT LG
EXG
0.02%
COM
BOE
0.02%
COM
BGY
0.02%
COM BENE INTER