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STOCK TICKER:

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

Epstein & White Financial LLC INSTITUTION : Epstein & White Financial LLC
Epstein & White Financial LLC Portfolio (reported on 2020-07-22)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 78,802,000 254,401 29.87%
ISHARES TR    (USA QUALITY FCTR) QUAL 40,006,000 416,908 15.16%
SPDR SERIES TRUST    (PORTFOLIO AGRGTE) LAG 30,278,000 981,571 11.47%
ISHARES TR    (MIN VOL USA ETF) USMV 23,345,000 385,249 8.84%
ISHARES TR    (RUSSELL 3000 ETF) IWV 15,073,000 83,655 5.71%
ISHARES TR    (MSCI ACWI EX US) ACWX 11,903,000 275,837 4.51%
ISHARES TR    (INTL QLTY FACTOR) 10,869,000 370,701 4.12%
ISHARES TR    (CALIF MUN BD ETF) CMF 9,259,000 148,922 3.51%
ISHARES TR    (CORE S&P TTL STK) ISI 4,368,000 62,736 1.65%
ISHARES TR    (CORE MSCI EAFE) IEFA 3,789,000 66,267 1.43%
APPLE INC    (COM) AAPL 2,909,000 7,982 1.10%
ISHARES TR    (CORE S&P MCP ETF) IJH 2,438,000 13,716 0.92%
ISHARES TR    (CORE TOTAL USD) IUSB 2,186,000 40,236 0.82%
ISHARES INC    (CORE MSCI EMKT) IEMG 2,167,000 45,623 0.82%
FIDELITY    (HIGH DIVID ETF) 2,045,000 75,670 0.77%
ISHARES TR    (CORE MSCI TOTAL) IXUS 1,289,000 23,506 0.48%
AMAZON COM INC    (COM) AMZN 1,069,000 387 0.40%
ISHARES TR    (RUS 1000 GRW ETF) IWF 1,021,000 5,307 0.38%
MICROSOFT CORP    (COM) MSFT 973,000 4,791 0.36%
INVESCO QQQ TR    (UNIT SER 1) 954,000 3,846 0.36%
ISHARES TR    (S&P 500 GRWT ETF) IVW 953,000 4,622 0.36%
FIDELITY    (QLTY FCTOR ETF) 945,000 25,832 0.35%
QUALCOMM INC    (COM) QCOM 748,000 8,199 0.28%
SEMPRA ENERGY    (COM) SRE 644,000 5,501 0.24%
JOHNSON & JOHNSON    (COM) JNJ 611,000 4,356 0.23%
AT&T INC    (COM) T 527,000 17,307 0.19%
FIDELITY    (TOTAL BD ETF) FBND 527,000 9,773 0.19%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 499,000 1,623 0.18%
ISHARES TR    (IBOXX HI YD ETF) HYG 481,000 5,868 0.18%
HOME DEPOT INC    (COM) HD 454,000 1,799 0.17%
VERIZON COMMUNICATIONS INC    (COM) VZ 436,000 7,920 0.16%
PEPSICO INC    (COM) PEP 434,000 3,278 0.16%
ETF SER SOLUTIONS    (US GLB JETS) 429,000 25,807 0.16%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 409,000 2,021 0.15%
CHEVRON CORP NEW    (COM) CVX 407,000 4,533 0.15%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 400,000 1,548 0.15%
COCA COLA CO    (COM) KO 380,000 8,468 0.14%
MCDONALDS CORP    (COM) MCD 377,000 2,051 0.14%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 368,000 7,100 0.13%
VANECK VECTORS ETF TR    (GREEN BD ETF) 344,000 12,503 0.13%
CISCO SYS INC    (COM) CSCO 341,000 7,407 0.12%
3M CO    (COM) MMM 340,000 2,197 0.12%
EXXON MOBIL CORP    (COM) XOM 328,000 7,326 0.12%
ISHARES TR    (S&P 500 VAL ETF) IVE 323,000 3,029 0.12%
ISHARES TR    (GBL GREEN ETF) 315,000 5,750 0.11%
PFIZER INC    (COM) PFE 284,000 8,484 0.10%
FIRST TR EXCH TRADED FD III    (INSTL PFD SECS) 282,000 15,041 0.10%
SPDR INDEX SHS FDS    (S&P INTL ETF) DWX 281,000 8,395 0.10%
COSTCO WHSL CORP NEW    (COM) COST 280,000 922 0.10%
FACEBOOK INC    (CL A) FB 278,000 1,224 0.10%
MERCK & CO INC    (COM) MRK 276,000 3,529 0.10%
ISHARES TR    (GLOBAL REIT ETF) REET 271,000 13,044 0.10%
ISHARES TR    (RUS 1000 ETF) IWB 270,000 1,573 0.10%
INVESCO EXCHANGE TRADED FD T    (S&P500 QUALITY) 269,000 7,589 0.10%
DUKE ENERGY CORP NEW    (COM NEW) DUK 267,000 3,319 0.10%
TEXAS INSTRS INC    (COM) TXN 264,000 2,104 0.10%
ABBOTT LABS    (COM) ABT 259,000 2,829 0.09%
ISHARES TR    (CORE HIGH DV ETF) HDV 259,000 3,183 0.09%
SPDR GOLD TRUST    (GOLD SHS) GLD 258,000 1,536 0.09%
PROCTER AND GAMBLE CO    (COM) PG 257,000 2,155 0.09%
INTEL CORP    (COM) INTC 256,000 4,298 0.09%
ISHARES TR    (MSCI USA ESG SLC) KLD 253,000 1,873 0.09%
FIRST TR LRGE CP CORE ALPHA    (COM SHS) FEX 250,000 4,211 0.09%
ISHARES TR    (SELECT DIVID ETF) DVY 248,000 3,048 0.09%
SELECT SECTOR SPDR TR    (ENERGY) XLE 245,000 6,475 0.09%
LOCKHEED MARTIN CORP    (COM) LMT 228,000 624 0.08%
AMGEN INC    (COM) AMGN 224,000 946 0.08%
INVESCO EXCHNG TRADED FD TR    (CALIF AMT MUN) 222,000 8,115 0.08%
ISHARES TR    (NATIONAL MUN ETF) MUB 211,000 1,827 0.07%
DOMINION ENERGY INC    (COM) D 208,000 2,528 0.07%
SPDR SERIES TRUST    (S&P BK ETF) KBE 207,000 6,543 0.07%
INVESCO CALIF VALUE MUN INC    (COM) VCV 174,000 14,897 0.06%
PIMCO CALIF MUN INCOME FD II    (COM) PZC 118,000 11,803 0.04%
PIMCO CALIF MUN INCOME FD II    (COM) PCK 95,000 10,673 0.03%
NEUBERGER BERMAN MLP INCOME    (COM) NML 32,000 10,808 0.01%
Total Value As 2020-06-30: 263,789,000 SEC FILING
* Portfolios do not reflect changes after reporting
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