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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.
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20
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16
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1
EPSTEIN WHITE FINANCIAL LLC

Time Period2019-06-30

Total Holdings80

Total Value ($x1000)187,934
Activities
New6

Increased41

Unchanged2

Decreased31

Sold Out9

Top 10 Stock Holdingstotal 80.43%
IVV30.3

FBND14.03

FQAL11.46

IVE6.02

IVW5.69

 
USMV4.87

FDVV3.12

IQLT2.28

CMBS1.57

ITOT1.09

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
30.3%
CORE S&P500 ETF
FBND
14.03%
TOTAL BD ETF
FQAL
11.46%
QLTY FCTOR ETF
IVE
6.02%
S&P 500 VAL ETF
IVW
5.69%
S&P 500 GRWT ETF
USMV
4.87%
USA MIN VOL ETF
FDVV
3.12%
CORE DIVID ETF
IQLT
2.28%
INTL DEV QL FC
CMBS
1.57%
CMBS ETF
ITOT
1.09%
CORE S&P TTL STK
AAPL
0.73%
COM
VZ
0.61%
COM
XOM
0.55%
COM
IWF
0.55%
RUS 1000 GRW ETF
CVX
0.54%
COM
DVY
0.51%
SELECT DIVID ETF
PG
0.49%
COM
KO
0.49%
COM
IWB
0.47%
RUS 1000 ETF
PEP
0.47%
COM
SPY
0.45%
TR UNIT
JNJ
0.45%
COM
DUK
0.44%
COM NEW
T
0.44%
COM
HYG
0.43%
IBOXX HI YD ETF
MMM
0.41%
COM
CSCO
0.41%
COM
QCOM
0.39%
COM
PFE
0.37%
COM
IUSB
0.37%
CORE TL USD BD
MRK
0.36%
COM
SLQD
0.34%
0-5YR INVT GR CP
RSP
0.33%
S&P500 EQL WGT
MCD
0.33%
COM
LMT
0.32%
COM
AGG
0.31%
CORE TOTUSBD ETF
D
0.31%
COM
JPM
0.31%
COM
LQD
0.28%
IBOXX INV CP ETF
QQQ
0.28%
UNIT SER 1
KMB
0.26%
COM
AMZN
0.25%
COM
DIA
0.25%
UT SER 1
MO
0.24%
COM
IDV
0.24%
INTL SEL DIV ETF
UPS
0.23%
CL B
IXUS
0.23%
CORE MSCITOTAL
TXN
0.22%
COM
CCI
0.22%
COM
MDY
0.22%
UTSER1 S&PDCRP
WAL
0.22%
COM
VUG
0.21%
GROWTH ETF
VEA
0.21%
FTSE DEV MKT ETF
IJR
0.2%
CORE S&P SCP ETF
SCHD
0.2%
US DIVIDEND EQ
ACWX
0.2%
MSCI ACWI US ETF
HD
0.2%
COM
QUAL
0.19%
MSCI USA QLT FAC
MSFT
0.18%
COM
AVGO
0.17%
COM
FB
0.17%
CL A
PM
0.16%
COM
SLB
0.15%
COM
VOO
0.14%
SHS
ABBV
0.14%
COM
CMF
0.14%
CALI AMT-FRE ETF
FEX
0.13%
COM SHS
IEMG
0.13%
CORE MSCI EMKT
SPHQ
0.13%
S&P500 QUALITY
COST
0.13%
COM
BRK.B
0.13%
CL B NEW
WFC
0.13%
COM
GWL
0.12%
S&P WRLD EX US
ABT
0.12%
COM
KLD
0.12%
USA ESG SLCT ETF
FTSL
0.12%
SENIOR LN FD
TOTL
0.11%
SPDR TR TACTIC
PWZ
0.11%
CALIF AMT MUN
BP
0.11%
SPONSORED ADR
SAND
0.03%
COM NEW
RDIV
1.76%
ULTRA DIVID REV
JNK
0.38%
BRC HGH YLD BD
GSK
0.13%
SPONSORED ADR
SO
0.13%
COM
INTC
0.13%
COM
HCN
0.12%
COM
BCE
0.12%
COM NEW
O
0.12%
COM
DGRO
0.12%
CORE DIV GRWTH