13F Filings History of Epstein & White Financial LLC

Latest 13F report
Q2 2021 - 10 Aug 2021
Value $
$379,084,000
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 $379,084,000 as of Q2 2021. Top holdings included IVV, SPAB, QUAL, ACWX, and IWV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2021 94 $379,084,000 +$18,536,208 -$3,954,762 +$14,581,446 IVV, SPAB, QUAL, ACWX, IWV 13F-HR 10 Aug 2021, 11:29
Q1 2021 85 $343,473,000 +$20,269,385 -$14,619,143 +$5,650,242 IVV, SPAB, QUAL, ACWX, IWV 13F-HR 13 May 2021, 13:23
Q4 2020 83 $325,820,000 +$53,201,146 -$34,608,151 +$18,592,995 IVV, SPAB, QUAL, ACWX, USMV 13F-HR 25 Jan 2021, 16:42
Q3 2020 77 $280,239,000 +$21,222,283 -$19,171,418 +$2,050,865 IVV, QUAL, SPAB, USMV, ACWX 13F-HR 14 Oct 2020, 14:10
Q2 2020 75 $263,789,000 +$28,293,276 -$35,734,022 -$7,440,746 IVV, QUAL, SPAB, USMV, IWV 13F-HR 22 Jul 2020, 09:18
Q1 2020 80 $238,680,000 +$66,919,690 -$22,065,448 +$44,854,242 IVV, SPAB, QUAL, USMV, IWV 13F-HR 13 Apr 2020, 12:08
Q4 2019 73 $228,713,000 +$90,446,541 -$79,170,541 +$11,276,000 IVV, SPAB, QUAL, USMV, IQLT 13F-HR 27 Jan 2020, 12:00
Q3 2019 70 $205,284,000 +$21,758,257 -$9,085,551 +$12,672,706 IVV, FBND, FQAL, IVE, USMV 13F-HR 15 Oct 2019, 10:35
Q2 2019 80 $187,934,000 +$19,414,647 -$8,953,744 +$10,460,903 IVV, FBND, FQAL, IVE, IVW 13F-HR 19 Jul 2019, 17:13
Q1 2019 83 $174,206,000 +$42,413,690 -$44,335,745 -$1,922,055 IVV, FBND, FQAL, IVE, IVW 13F-HR 29 Apr 2019, 13:25
Q4 2018 81 $160,183,000 +$56,714,600 -$33,291,022 +$23,423,578 IVV, FBND, IVE, IWB, FQAL 13F-HR 05 Feb 2019, 10:55
Q3 2018 89 $152,292,000 +$55,768,867 -$44,502,988 +$11,265,879 IVV, IVE, IVW, FBND, LQD 13F-HR 13 Nov 2018, 08:52
Q2 2018 103 $134,455,000 +$73,829,709 -$96,344,356 -$22,514,647 IVE, IVW, FBND, IJJ, IJS 13F-HR 19 Jul 2018, 14:32
Q1 2018 105 $155,820,000 +$82,624,706 -$92,765,509 -$10,140,803 RWL, MTUM, TOTL, DGS, FBND 13F-HR 25 Apr 2018, 16:12
Q4 2017 97 $172,474,000 $0 $0 $0 DVY, IVV, AGG, AGGY, VEA 13F-HR 29 Jan 2018, 12:36