Ep Wealth Advisors, LLC ETFs

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
REGL Proshares Tr S&P Midcap 400 Di	$0	$127,000 0.0% of portfolio	1,563	Q2 2025 Reduced 23.16%
DHS Wisdomtree Tr U.S	$0	$125,000 0.0% of portfolio	1,312	Q2 2025 New
FTXN First Tr ETF Vi Nasdaq Oil & G	$0	$123,000 0.0% of portfolio	4,545	Q2 2025 Reduced 0.7%
ICSH Blackrock Ultra Short Term Bon	$0	$123,000 0.0% of portfolio	2,427	Q2 2025 New
VGLT Vanguard Long Term Treasury Et	$0	$120,000 0.0% of portfolio	2,147	Q2 2025 New
DXJ Wisdomtree Trust Japan Hedged	$0	$118,000 0.0% of portfolio	1,038	Q1 2025 New
QDEC First Tr Ex Tr Fd Viii Cboe Ve	$0	$116,000 0.0% of portfolio	3,975	Q2 2025 New
VONV Vanguard Russell 1000 Value Et	$0	$116,000 0.0% of portfolio	1,362	Q2 2025 Reduced 7.03%
URA Global X Uranium ETF	$0	$115,000 0.0% of portfolio	2,984	Q2 2025 New
SPLB Spdr Portfolio Long Term Corpo	$0	$112,000 0.0% of portfolio	5,000	Q2 2025 Added 1.34%
SHYG Ishares 0 5 Year High Yield CO	$0	$112,000 0.0% of portfolio	2,601	Q2 2025 New
BBEU Jp Morgan ETF Trust Betabuilde	$0	$111,000 0.0% of portfolio	1,649	Q1 2025 Reduced 30.6%
BBCA J P Morgan ETF Tr Betabuilders	$0	$110,000 0.0% of portfolio	1,373	Q2 2025 New
PTNQ Pacer Fds Tr Trendpliot 100 Et	$0	$110,000 0.0% of portfolio	1,550	Q2 2024 Reduced 0.39%
BSMR Invesco Bulletshares 2027 Muni	$0	$110,000 0.0% of portfolio	4,691	Q2 2025 Reduced 28.55%
SCHP Schwab Strategic Us Tips ETF	$0	$110,000 0.0% of portfolio	4,125	Q2 2025 Reduced 4.03%
NUMG Nuveen Esg Mid Cap Growth ETF	$0	$108,000 0.0% of portfolio	2,242	Q2 2025 New
NUMV Nuveen Esg Mid Cap Value ETF	$0	$107,000 0.0% of portfolio	2,980	Q2 2025 New
IVOG Vanguard S&P Mid Cap 400 Growt	$0	$107,000 0.0% of portfolio	950	Q2 2025 New
FV First Trust Dorsey Wright Focu	$0	$106,000 0.0% of portfolio	1,800	Q2 2025 Reduced 66.97%
IYT Ishares Tr U.S. Transportation	$0	$106,000 0.0% of portfolio	1,553	Q2 2025 Reduced 25.66%
WFHY Wisdomtree U.S. High Yield Cor	$0	$103,000 0.0% of portfolio	2,255	Q2 2025 New
FLCA Franklin Templeton ETF Tr	$0	$103,000 0.0% of portfolio	2,471	Q2 2025 New
VUSE ETF Ser Solutions	$0	$102,000 0.0% of portfolio	1,635	Q2 2025 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$102,000 0.0% of portfolio	1,459	Q2 2025 New
RDVY First Trust Rising Dividend Ac	$0	$102,000 0.0% of portfolio	1,633	Q2 2025 New
IBHH Ishares Tr Ibonds 2028 Term Hi	$0	$102,000 0.0% of portfolio	4,300	Q1 2025 Reduced 1.1%
FSEC Fidel Merrimack Str Tr	$0	$101,000 0.0% of portfolio	2,338	Q2 2025 New
XYLD Global X Fds S&P 500 Covered C	$0	$100,000 0.0% of portfolio	2,575	Q2 2025 New
FXZ First Tr Exchange Traded Fd Fi	$0	$100,000 0.0% of portfolio	1,758	Q2 2025 Reduced 19.69%
PSJ Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	13,764	Q2 2025 Reduced 43.18%
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	13,349	Q2 2025 Reduced 2.77%
EWMC Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	1,835	Q2 2025 New
PLW Invesco 1 30 Laddered Treasury	$0	$0 0.0% of portfolio	6,878	Q2 2025 Reduced 3.4%
RYH Invesco S&P 500 Equal Weight H	$0	$0 0.0% of portfolio	6,400	Q2 2025 Added 15.94%

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