Epstein & White Financial LLC

13F Portfolio Filings

Most recent 13F
Q2 2021
Location
San Diego, CA
CIK
0001713936
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2021 94 379,084 IVV, SPAB, QUAL, ACWX 13F-HR 8/10/2021 000108514621002322
Q1 2021 85 343,473 IVV, SPAB, QUAL, ACWX 13F-HR 5/13/2021 000108514621001622
Q4 2020 83 325,820 IVV, SPAB, QUAL, ACWX 13F-HR 1/25/2021 000171393621000002
Q3 2020 77 280,239 IVV, QUAL, SPAB, USMV 13F-HR 10/14/2020 000171393620000005
Q2 2020 75 263,789 IVV, QUAL, SPAB, USMV 13F-HR 7/22/2020 000171393620000002
Q1 2020 80 238,680 IVV, SPAB, QUAL, USMV 13F-HR 4/13/2020 000160704520000046
Q4 2019 73 228,713 IVV, SPAB, QUAL, USMV 13F-HR 1/27/2020 000160704520000022
Q3 2019 70 205,284 IVV, FBND, FQAL, IVE 13F-HR 10/15/2019 000160704519000112
Q2 2019 80 187,934 IVV, FBND, FQAL, IVE 13F-HR 7/19/2019 000160704519000086
Q1 2019 83 174,206 IVV, FBND, FQAL, IVE 13F-HR 4/29/2019 000160704519000057
Q4 2018 81 160,183 IVV, FBND, IVE, IWB 13F-HR 2/5/2019 000160704519000023
Q3 2018 89 152,292 IVV, IVE, IVW, FBND 13F-HR 11/13/2018 000160704518000082
Q2 2018 103 134,658 IVE, IVW, FBND, IJJ 13F-HR 7/19/2018 000160704518000043
Q1 2018 105 155,820 RWL, MTUM, TOTL, DGS 13F-HR 4/25/2018 000160704518000021
Q4 2017 97 172,702 DVY, IVV, AGG, AGGY 13F-HR 1/29/2018 000160704518000008