EP Wealth Advisors, LLC Q2 2016 Filing

Filed August 15, 2016

Portfolio Value

$627.5B

Holdings

129

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (129 positions)

#StockSharesValue% PortfolioType
101
MRKMERCK & CO INC
4,864$280.0M0.04%
102
IBBISHARES TR
1,075$277.0M0.04%
103
SCHFSCHWAB STRATEGIC TR
10,067$273.0M0.04%
104
BAXBAXTER INTL INC
5,890$266.0M0.04%
105
IWOISHARES TR
1,864$256.0M0.04%
106
ISTBISHARES TR
2,518$256.0M0.04%
107
DFSEURDISCOVER FINL SVCS
4,636$248.0M0.04%
108
VIGVANGUARD SPECIALIZED PORTFOL
2,941$245.0M0.04%
109
AQLTISHARES TR
2,863$244.0M0.04%
110
XLKSELECT SECTOR SPDR TR
5,614$243.0M0.04%
111
SLBSCHLUMBERGER LTD
3,067$243.0M0.04%
112
BMYBRISTOL MYERS SQUIBB CO
3,272$241.0M0.04%
113
TSLATESLA MTRS INC
1,126$239.0M0.04%
114
VOVANGUARD INDEX FDS
1,894$234.0M0.04%
115
SCHOSCHWAB STRATEGIC TR
4,393$224.0M0.04%
116
IWSISHARES TR
3,015$224.0M0.04%
117
EMBISHARES TR
1,927$222.0M0.04%
118
SCHVSCHWAB STRATEGIC TR
4,965$222.0M0.04%
119
CU BANCORP CALIF
9,706$221.0M0.04%
120
EXPRESS SCRIPTS HLDG CO
2,832$215.0M0.03%
121
PXGBXPRAXAIR INC
1,909$215.0M0.03%
122
TWTRUSDTWITTER INC
12,619$213.0M0.03%
123
BPBP PLC
5,953$211.0M0.03%
124
IAUUSDISHARES GOLD TRUST
15,050$192.0M0.03%
125
VIRNETX HLDG CORP
47,834$191.0M0.03%
126
BACBANK AMER CORP
11,684$155.0M0.02%
127
VSHVISHAY INTERTECHNOLOGY INC
12,000$149.0M0.02%
128
GRAN TIERRA ENERGY INC
19,700$67.0M0.01%
129
MANNKIND CORP
11,335$13.0M0.00%
PreviousPage 2 of 2