Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
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 2019-10-15)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 60,627,000 203,025 29.53%
FIDELITY    (TOTAL BD ETF) FBND 30,389,000 588,096 14.80%
FIDELITY    (QLTY FCTOR ETF) 24,558,000 701,434 11.96%
ISHARES TR    (S&P 500 VAL ETF) IVE 11,186,000 94,126 5.44%
ISHARES TR    (MIN VOL USA ETF) USMV 11,051,000 172,420 5.38%
ISHARES TR    (S&P 500 GRWT ETF) IVW 10,956,000 60,632 5.33%
FIDELITY    (HIGH DIVID ETF) 7,128,000 236,237 3.47%
ISHARES TR    (INTL QLTY FACTOR) 6,937,000 233,502 3.37%
ISHARES TR    (CORE S&P TTL STK) ISI 3,045,000 45,417 1.48%
ISHARES TR    (1 3 YR TREAS BD) SHY 2,491,000 29,327 1.21%
ISHARES TR    (CMBS ETF) CMBS 2,432,000 45,473 1.18%
APPLE INC    (COM) AAPL 1,573,000 7,021 0.76%
ISHARES TR    (CORE TOTAL USD) IUSB 1,555,000 29,565 0.75%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,182,000 19,647 0.57%
JOHNSON & JOHNSON    (COM) JNJ 1,164,000 8,949 0.56%
CHEVRON CORP NEW    (COM) CVX 1,046,000 8,803 0.50%
PROCTER AND GAMBLE CO    (COM) PG 1,040,000 8,335 0.50%
EXXON MOBIL CORP    (COM) XOM 1,016,000 14,373 0.49%
PEPSICO INC    (COM) PEP 971,000 7,008 0.47%
DOMINION ENERGY INC    (COM) D 971,000 12,047 0.47%
LOCKHEED MARTIN CORP    (COM) LMT 961,000 2,441 0.46%
ISHARES TR    (RUS 1000 GRW ETF) IWF 926,000 5,810 0.45%
COCA COLA CO    (COM) KO 919,000 16,819 0.44%
ISHARES TR    (CORE MSCI TOTAL) IXUS 915,000 15,788 0.44%
DUKE ENERGY CORP NEW    (COM NEW) DUK 897,000 9,424 0.43%
JPMORGAN CHASE & CO    (COM) JPM 884,000 7,501 0.43%
3M CO    (COM) MMM 869,000 5,314 0.42%
CISCO SYS INC    (COM) CSCO 815,000 16,545 0.39%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 799,000 2,696 0.38%
TEXAS INSTRS INC    (COM) TXN 771,000 5,951 0.37%
MERCK & CO INC    (COM) MRK 741,000 8,772 0.36%
ISHARES TR    (IBOXX HI YD ETF) HYG 716,000 8,222 0.34%
QUALCOMM INC    (COM) QCOM 678,000 8,874 0.33%
PFIZER INC    (COM) PFE 670,000 18,621 0.32%
ISHARES TR    (SELECT DIVID ETF) DVY 662,000 6,512 0.32%
UNITED PARCEL SERVICE INC    (CL B) UPS 654,000 5,433 0.31%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 494,000 1,834 0.24%
AT&T INC    (COM) T 481,000 12,684 0.23%
ISHARES TR    (RUS 1000 ETF) IWB 463,000 2,817 0.22%
AMAZON COM INC    (COM) AMZN 454,000 261 0.22%
HOME DEPOT INC    (COM) HD 453,000 1,960 0.22%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 442,000 2,650 0.21%
INVESCO QQQ TR    (UNIT SER 1) 431,000 2,299 0.20%
ISHARES TR    (IBOXX INV CP ETF) LQD 430,000 3,396 0.20%
MCDONALDS CORP    (COM) MCD 429,000 1,995 0.20%
WESTERN ALLIANCE BANCORP    (COM) WAL 422,000 9,166 0.20%
MICROSOFT CORP    (COM) MSFT 412,000 2,954 0.20%
ISHARES TR    (INTL SEL DIV ETF) IDV 397,000 13,039 0.19%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 395,000 7,220 0.19%
US BANCORP DEL    (COM NEW) USB 380,000 6,848 0.18%
BROADCOM INC    (COM) 372,000 1,317 0.18%
ISHARES TR    (CORE US AGGBD ET) AGG 310,000 2,723 0.15%
SCHLUMBERGER LTD    (COM) SLB 300,000 8,737 0.14%
ISHARES TR    (CALIF MUN BD ETF) CMF 271,000 4,446 0.13%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 260,000 6,335 0.12%
COSTCO WHSL CORP NEW    (COM) COST 259,000 901 0.12%
INVESCO EXCHNG TRADED FD TR    (CALIF AMT MUN) 258,000 9,455 0.12%
FIRST TR LRGE CP CORE ALPHA    (COM SHS) FEX 253,000 4,162 0.12%
INVESCO EXCHANGE TRADED FD T    (S&P500 QUALITY) 251,000 7,475 0.12%
FACEBOOK INC    (CL A) FB 250,000 1,406 0.12%
WELLS FARGO CO NEW    (COM) WFC 237,000 4,694 0.11%
ISHARES TR    (MSCI ACWI EX US) ACWX 235,000 5,109 0.11%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 234,000 2,185 0.11%
ABBOTT LABS    (COM) ABT 234,000 2,794 0.11%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 226,000 643 0.11%
ISHARES TR    (MSCI USA ESG SLC) KLD 222,000 1,801 0.10%
ISHARES TR    (0-5YR INVT GR CP) SLQD 216,000 4,266 0.10%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 210,000 1,003 0.10%
INTEL CORP    (COM) INTC 206,000 4,030 0.10%
SPDR GOLD TRUST    (GOLD SHS) GLD 202,000 1,451 0.09%
Total Value As 2019-09-30: 205,284,000 SEC FILING
* Portfolios do not reflect changes after reporting
LATEST NEWS OR LINKS >Contribute a new link
Investing Just Like
Epstein & White Financial LLC

Matching performance of Epstein & White Financial LLC by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*