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STOCK TICKER:

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

EP Wealth Advisors, LLC INSTITUTION : EP Wealth Advisors, LLC
EP Wealth Advisors, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2019-08-27) --- full portfolio
Company (links to holding history) Ticker Value On
2019-06-30
No of Shares % of portfolio
VANGUARD INDEX FDS    (VALUE ETF) VTV 284,631,000 2,566,088 17.78%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 133,637,000 817,904 8.34%
ISHARES TR    (SH TR CRPORT ETF) CSJ 96,005,000 1,796,507 5.99%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 86,548,000 552,456 5.40%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 45,852,000 156,492 2.86%
MICROSOFT CORP    (COM) MSFT 40,825,000 304,757 2.55%
JPMORGAN CHASE & CO    (COM) JPM 34,313,000 306,914 2.14%
FACEBOOK INC    (CL A) FB 33,025,000 171,114 2.06%
JOHNSON & JOHNSON    (COM) JNJ 29,660,000 212,949 1.85%
DISNEY WALT CO    (COM DISNEY) DIS 27,116,000 194,182 1.69%
ALPHABET INC    (CAP STK CL A) GOOGL 24,588,000 22,708 1.53%
PEPSICO INC    (COM) PEP 24,481,000 186,693 1.52%
VISA INC    (COM CL A) V 24,394,000 140,561 1.52%
COSTCO WHSL CORP NEW    (COM) COST 23,066,000 87,286 1.44%
HONEYWELL INTL INC    (COM) HON 21,560,000 123,491 1.34%
STRYKER CORP    (COM) SYK 20,049,000 97,524 1.25%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 19,680,000 106,509 1.22%
UNITED TECHNOLOGIES CORP    (COM) UTX 19,523,000 149,948 1.21%
SIMPSON MANUFACTURING CO INC    (COM) SSD 18,796,000 282,814 1.17%
EXXON MOBIL CORP    (COM) XOM 18,322,000 239,099 1.14%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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