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 |
|---|---|---|---|---|---|---|---|---|---|
| SIMPSON MFG INC | COM | 251 | $2,462,601 | 12,439 | 0.00 | 0.00 | 5,853 | 88.87 | 12-31-2023 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 252 | $2,393,221 | 27,085 | 0.00 | 0.00 | 7,793 | 40.39 | 12-31-2023 |
| ARISTA NETWORKS INC | COM | 253 | $2,373,234 | 10,077 | 0.00 | 10,077 | +Inf | 12-31-2023 | |
| FIRST AMERN FINL CORP | COM | 254 | $2,369,270 | 36,767 | 0.00 | 0.00 | 31,793 | 639.18 | 12-31-2023 |
