StockDriftsStockDriftsTop 50 EP Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 8.12% | 8.42M | $1.65B | +6.35%(+502.82K) | $176.57(+18.37%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 7.84% | 3.65M | $1.59B | +5.40%(+187.03K) | $49.77(+77.80%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 3.89% | 10.24M | $790.4M | +18.59%(+1.60M) | $76.66(-0.13%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 3.75% | 4.14M | $762.9M | +5.99%(+233.94K) | $166.24(+16.04%) | 2026-03-31 | |
| VIGI | VANGUARD WHITEHALL FDS | 3.15% | 7.24M | $640.4M | +10.81%(+706.44K) | $82.08(+13.14%) | 2026-03-31 | |
| IGSB | ISHARES TR | 3.03% | 11.72M | $616.0M | +11.44%(+1.20M) | $51.90(+0.86%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.87% | 2.30M | $582.8M | +0.22%(+4.99K) | $126.35(+136.02%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.25% | 2.63M | $458.3M | +9.23%(+221.99K) | $115.54(+104.02%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.04% | 7.67M | $414.7M | +6.77%(+486.32K) | $45.39(+32.11%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 1.96% | 1.55M | $399.2M | +10.37%(+145.78K) | $240.04(+20.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.32% | +65.64% |
| Top 20 Holdings Unweighted | +18.41% | +66.02% |
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