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 Latest Top 20 Portfolio Holdings: (Filing Date: 2020-01-27) --- full portfolio
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 72,172,000 223,199 31.55%
SPDR SERIES TRUST    (PORTFOLIO AGRGTE) LAG 36,171,000 1,231,283 15.81%
ISHARES TR    (USA QUALITY FCTR) QUAL 24,395,000 241,415 10.66%
ISHARES TR    (MIN VOL USA ETF) USMV 17,357,000 264,329 7.58%
ISHARES TR    (INTL QLTY FACTOR) 10,712,000 332,039 4.68%
FIDELITY    (HIGH DIVID ETF) 7,365,000 226,864 3.22%
FIDELITY    (QLTY FCTOR ETF) 5,984,000 158,606 2.61%
ISHARES TR    (EDGE MSCI USA VL) VLUE 5,818,000 64,715 2.54%
ISHARES TR    (CORE S&P TTL STK) ISI 3,734,000 51,449 1.63%
ISHARES TR    (S&P 500 VAL ETF) IVE 3,081,000 23,717 1.34%
ISHARES TR    (S&P 500 GRWT ETF) IVW 2,935,000 15,153 1.28%
APPLE INC    (COM) AAPL 2,213,000 7,530 0.96%
ISHARES TR    (CORE TOTAL USD) IUSB 2,016,000 38,719 0.88%
FIDELITY    (TOTAL BD ETF) FBND 1,961,000 37,926 0.85%
AT&T INC    (COM) T 1,321,000 33,833 0.57%
JOHNSON & JOHNSON    (COM) JNJ 1,276,000 8,712 0.55%
ISHARES TR    (CORE MSCI TOTAL) IXUS 1,163,000 18,641 0.50%
WELLS FARGO CO NEW    (COM) WFC 1,137,000 21,146 0.49%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,132,000 18,377 0.49%
CHEVRON CORP NEW    (COM) CVX 1,113,000 9,226 0.48%


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.*