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 |
|---|---|---|---|---|---|---|---|---|---|
| IRON MTN INC DEL | COM | 401 | $970,903 | 13,874 | 0.00 | 0.00 | -17,120 | -55.24 | 12-31-2023 |
| ISHARES TR | IBONDS 27 ETF | 402 | $969,428 | 40,511 | 0.00 | 40,511 | +Inf | 12-31-2023 | |
| Deere & Co | COM | 403 | $967,266 | 2,419 | 0.00 | 0.00 | 1,517 | 168.18 | 12-31-2023 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 404 | $966,180 | 14,531 | 0.00 | 14,531 | +Inf | 12-31-2023 |
