EP Wealth Advisors, Inc. 13F Holdings

CIK 02814754 · Torrance, CA

As of Sep 30, 2022, EP Wealth Advisors, Inc. reported 342 positions worth $4.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD GROWTH INDEX FUNDVUG—2,757,195$589.9K13.66%
VANGUARD VALUE INDEX FUNDVTV—2,490,271$307.5K7.12%
ISHARES SHORT DURATION BOND ACTIVE ETFNEAR—5,668,677$279.2K6.47%
APPLE INCAAPLTechnology1,393,418 92.6K4.46%
MICROSOFT CORPMSFTTechnology549,840 28.1K2.97%
AMAZON.COM INCAMZNEquity667,014$75.4K1.75%
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB—1,525,629$75.2K1.74%
SPDR S&P 500 ETF TRUSTSPY—209,167$74.7K1.73%
ALPHABET INCGOOGLEquity696,647$66.6K1.54%
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUNDVIGI—1,040,993$64.5K1.49%
JOHNSON & JOHNSONJNJHealthcare389,910$63.7K1.48%
COSTCO WHOLESALE CORPCOSTConsumer Defensive131,366$62.0K1.44%
JPMORGAN CHASE & COJPMFinancial Services568,419$59.4K1.38%
EXXON MOBIL CORPXOMEnergy649,956$56.7K1.31%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—1,299,880$47.4K1.10%
BROADCOM INCAVGOTechnology106,303$47.2K1.09%
ISHARES RUSSELL 2000 VALUE ETFIWN—365,157$47.1K1.09%
VISA INC-CLASS A SHARESVFinancial Services257,481$45.7K1.06%
PEPSICO INCPEPConsumer Defensive279,368$45.6K1.06%
ISHARES CORE US AGGREGATE BOND ETFAGG—465,543$44.9K1.04%
KEYSIGHT TECHNOLOGIES INCKEYSTechnology284,252$44.7K1.04%
HONEYWELL INTERNATIONAL INCHONIndustrials260,213$43.4K1.01%
AMERICAN TOWER CORPAMTReal Estate200,349$43.0K1.00%
FMC CORPFMCBasic Materials402,310$42.5K0.98%
ISHARES US TREASURY BOND ETFGOVT—1,837,751$41.8K0.97%