Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
EP WEALTH ADVISORS LLC 02-26-2024 12-31-2023 814 7,840,373,097
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS GROWTH ETF 1 $899,619,734 2,893,785 0.01 0.01 2,604,110 898.98 12-31-2023
VANGUARD INDEX FDS VALUE ETF 2 $379,028,230 2,535,306 0.00 0.01 2,467,313 3628.78 12-31-2023
ISHARES U S ETF TR BLACKROCK ST MAT Liquidated $0 0 0.01 0.00 -15,305 -72.88 12-31-2023
APPLE INC COM 4 $343,985,559 1,786,660 0.00 0.00 251,139 16.36 12-31-2023
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