Epstein & White Financial LLC

13F Filings History

Latest 13F report
Q2 2021 - Aug 10, 2021
Value $
$379M
Signature - Title
Debra Del Secco - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by Epstein & White Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Epstein & White Financial LLC reported 94 stock holdings with total value $379M as of Q2 2021. Top holdings included IVV, SPAB, QUAL, ACWX, and IWV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2021 94 $379M +$18.5M -$3.95M +$14.6M IVV, SPAB, QUAL, ACWX, IWV 13F-HR 8/10/2021, 11:29 AM
Q1 2021 85 $343M +$20.3M -$14.6M +$5.65M IVV, SPAB, QUAL, ACWX, IWV 13F-HR 5/13/2021, 01:23 PM
Q4 2020 83 $326M +$53.2M -$34.6M +$18.6M IVV, SPAB, QUAL, ACWX, USMV 13F-HR 1/25/2021, 04:42 PM
Q3 2020 77 $280M +$21.2M -$19.2M +$2.05M IVV, QUAL, SPAB, USMV, ACWX 13F-HR 10/14/2020, 02:10 PM
Q2 2020 75 $264M +$28.3M -$35.7M -$7.44M IVV, QUAL, SPAB, USMV, IWV 13F-HR 7/22/2020, 09:18 AM
Q1 2020 80 $239M +$66.9M -$22.1M +$44.9M IVV, SPAB, QUAL, USMV, IWV 13F-HR 4/13/2020, 12:08 PM
Q4 2019 73 $229M +$90.4M -$79.2M +$11.3M IVV, SPAB, QUAL, USMV, IQLT 13F-HR 1/27/2020, 12:00 PM
Q3 2019 70 $205M +$21.8M -$9.09M +$12.7M IVV, FBND, FQAL, IVE, USMV 13F-HR 10/15/2019, 10:35 AM
Q2 2019 80 $188M +$19.4M -$8.95M +$10.5M IVV, FBND, FQAL, IVE, IVW 13F-HR 7/19/2019, 05:13 PM
Q1 2019 83 $174M +$42.4M -$44.3M -$1.92M IVV, FBND, FQAL, IVE, IVW 13F-HR 4/29/2019, 01:25 PM
Q4 2018 81 $160M +$56.7M -$33.3M +$23.4M IVV, FBND, IVE, IWB, FQAL 13F-HR 2/5/2019, 10:55 AM
Q3 2018 89 $152M +$55.8M -$44.5M +$11.3M IVV, IVE, IVW, FBND, LQD 13F-HR 11/13/2018, 08:52 AM
Q2 2018 103 $134M +$73.8M -$96.3M -$22.5M IVE, IVW, FBND, IJJ, IJS 13F-HR 7/19/2018, 02:32 PM
Q1 2018 105 $156M +$82.6M -$92.8M -$10.1M RWL, MTUM, TOTL, DGS, FBND 13F-HR 4/25/2018, 04:12 PM
Q4 2017 97 $172M $0 $0 DVY, IVV, AGG, AGGY, VEA 13F-HR 1/29/2018, 12:36 PM