EP Wealth Advisors, Inc. Buys iShares 1-3 Year Credit Bond ETF, Apple Inc, Vanguard Total Stock Market ETF, Sells Charles Schwab Corp, Starbucks Corp, Micron Technology Inc

• New Purchases: AAPL, AMZN, ALL, BBT, BND, BNDX, FM, AXP, BAC, TGT, BA, ARE, AGG, FDN, AMGN, EW, VT, XNCR, ABT, IUSV, SPTM, NGG, HRL, ADP, IJS, BAX, TGE, IWC, SCZ, VTEB, LHX, BF.B, APD, BLL, ECL, IXUS, BCS, ADSK, ATO, AZN, AMAT, XOP, SCHB, APA, AMP, VMBS, AIG, ASML, BDX, DELL, DHI, DPG, NGL, OPI, MAIN, ANTM, EL, TSM, SEE, FDS, NVDA, FISV, FELPU,
• Added Positions: IGSB, VTI, VEU, VTV, VNQ, PLD, VB, VWO, EMB, VUG, HD, AMT, VXF, MPC, C, VIG, ISRG, CRM, CMF, IWD, IWF, IWM, XLK, CVS, IWB, CVX, JNJ, MRO, SWK, UTX, IJR, IWR, IWV, JPST, MUB, MMM, XOM, GD, GOOGL, NOC, PEP, PG, WAL, EEM, IWN, T, BLK, CSCO, CL, COP, FMC, HON, LEG, MCD, MRK, NVS, OMC, O, SO, VZ, WBA, MA, APTV, BOND, IGIB, IWO, IWS, SCHV, SUB, VCSH, VEA, VOO, CSX, CAT, CLX, ED, CMI, DHR, D, LLY, ECA, NEE, FE, GIS, GPC, GILD, GSK, WELL, IBM, JCI, KMB, MDLZ, LAMR, LYG, LMT, MAR, MDT, MET, NKE, ORCL, PPL, BKNG, ROK, ROP, USB, UPS, WMT, YUM, DFS, GM, XYL, PSX, BSCL, GLD, IEMG, IJH, IJT, ITOT, PBW, RWR, SCHZ, VBK, VGT, VO, XLI,
• Reduced Positions: SCHW, SBUX, FB, MU, SSD, DJP, COST, EFA, V, XLE, SPGI, SYK, QTEC, SPLV, XLV, ACN, ADBE, JPM, SRE, DOCU, IEFA, RSP, SDY, BMY, FIS, CMCSA, DD, EMR, EXPE, LOW, NFLX, PXD, QCOM, LUV, VLO, WFC, GOOG, BSCJ, EFV, IGV, IHI, IJK, IWP, IYC, MBB, PFF, SCHF, SCHX, SOXX, XLY, MO, ANSS, CBRE, CAG, DUK, ETN, EIX, ENB, GE, GS, INTU, LRCX, PPG, PHG, SIVB, SIGI, VFC, VTR, CMG, RCS, HBI, TMUS, PM, TSLA, ABBV, ZTS, BABA, TWNK, LW, DOW, CTVA, DVY, FDD, FLOT, FXR, IAU, ITA, IVE, IVW, IXJ, IXN, IYM, IYR, LQD, MTUM, PEY, SCHA, SCHM, STPZ, XLC, XLF,
• Sold Out: DATA, PNC, UNH, SCHE, VIS, MS, TAK, LEA, GUNR, VBR, BOSC,

For the details of EP Wealth Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/ep+wealth+advisors%2C+inc./current-portfolio/portfolio

1. Vanguard Value ETF (VTV) - 2,683,693 shares, 15.11% of the total portfolio. Shares added by 4.58%
2. iShares 1-3 Year Credit Bond ETF (IGSB) - 3,338,610 shares, 9.04% of the total portfolio. Shares added by 85.84%
3. Vanguard Growth ETF (VUG) - 852,101 shares, 7.15% of the total portfolio. Shares added by 4.18%
4. Vanguard Small-Cap ETF (VB) - 622,957 shares, 4.84% of the total portfolio. Shares added by 12.76%
5. Apple Inc (AAPL) - 237,396 shares, 2.68% of the total portfolio. New Position

EP Wealth Advisors, Inc. initiated holding in Apple Inc. The purchase prices were between $193.34 and $223.97, with an estimated average price of $209.04. The stock is now traded at around $266.36. The impact to a portfolio due to this purchase was 2.68%. The holding were 237,396 shares as of .

EP Wealth Advisors, Inc. initiated holding in Amazon.com Inc. The purchase prices were between $1725.45 and $2020.99, with an estimated average price of $1854.66. The stock is now traded at around $1739.25. The impact to a portfolio due to this purchase was 1.13%. The holding were 12,864 shares as of .

EP Wealth Advisors, Inc. initiated holding in Allstate Corp. The purchase prices were between $101.21 and $108.68, with an estimated average price of $104.33. The stock is now traded at around $111.01. The impact to a portfolio due to this purchase was 1.06%. The holding were 192,735 shares as of .

EP Wealth Advisors, Inc. initiated holding in BB&T Corp. The purchase prices were between $45.24 and $53.46, with an estimated average price of $49.52. The stock is now traded at around $54.89. The impact to a portfolio due to this purchase was 0.69%. The holding were 254,686 shares as of .

EP Wealth Advisors, Inc. initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $81.74 and $84.78, with an estimated average price of $83.27. The stock is now traded at around $83.99. The impact to a portfolio due to this purchase was 0.51%. The holding were 119,582 shares as of .

EP Wealth Advisors, Inc. initiated holding in Vanguard Total International Bond ETF. The purchase prices were between $57.22 and $59.22, with an estimated average price of $58.34. The stock is now traded at around $58.06. The impact to a portfolio due to this purchase was 0.39%. The holding were 130,488 shares as of .

EP Wealth Advisors, Inc. added to a holding in iShares 1-3 Year Credit Bond ETF by 85.84%. The purchase prices were between $52.63 and $53.49, with an estimated average price of $53.09. The stock is now traded at around $53.65. The impact to a portfolio due to this purchase was 4.18%. The holding were 3,338,610 shares as of .

EP Wealth Advisors, Inc. added to a holding in Vanguard Total Stock Market ETF by 1550.01%. The purchase prices were between $144.87 and $154.41, with an estimated average price of $150.74. The stock is now traded at around $158.55. The impact to a portfolio due to this purchase was 1.33%. The holding were 186,913 shares as of .

EP Wealth Advisors, Inc. added to a holding in Vanguard FTSE All-World ex-US ETF by 6488.38%. The purchase prices were between $47.38 and $51.68, with an estimated average price of $49.87. The stock is now traded at around $52.44. The impact to a portfolio due to this purchase was 0.96%. The holding were 385,420 shares as of .

EP Wealth Advisors, Inc. added to a holding in Vanguard REIT ETF by 4205.47%. The purchase prices were between $87.35 and $93.92, with an estimated average price of $90.79. The stock is now traded at around $93.39. The impact to a portfolio due to this purchase was 0.62%. The holding were 133,039 shares as of .

EP Wealth Advisors, Inc. added to a holding in Prologis Inc by 519.49%. The purchase prices were between $78.64 and $86.44, with an estimated average price of $82.74. The stock is now traded at around $90.27. The impact to a portfolio due to this purchase was 0.57%. The holding were 157,814 shares as of .

EP Wealth Advisors, Inc. added to a holding in Vanguard FTSE Emerging Markets ETF by 350.03%. The purchase prices were between $39 and $43.14, with an estimated average price of $41.29. The stock is now traded at around $42.33. The impact to a portfolio due to this purchase was 0.44%. The holding were 276,505 shares as of .

EP Wealth Advisors, Inc. sold out a holding in Tableau Software Inc. The sale prices were between $167.76 and $176.14, with an estimated average price of $172.12.

EP Wealth Advisors, Inc. sold out a holding in Schwab Emerging Markets Equity ETF. The sale prices were between $24 and $26.6, with an estimated average price of $25.45.

EP Wealth Advisors, Inc. sold out a holding in UnitedHealth Group Inc. The sale prices were between $215.26 and $266.65, with an estimated average price of $241.24.

EP Wealth Advisors, Inc. sold out a holding in Vanguard Industrials ETF. The sale prices were between $137.32 and $149.32, with an estimated average price of $144.49.

EP Wealth Advisors, Inc. sold out a holding in PNC Financial Services Group Inc. The sale prices were between $123.09 and $142.9, with an estimated average price of $135.61.

EP Wealth Advisors, Inc. sold out a holding in Takeda Pharmaceutical Co Ltd. The sale prices were between $16.15 and $17.99, with an estimated average price of $17.29.

EP Wealth Advisors, Inc. reduced to a holding in Charles Schwab Corp by 97.84%. The sale prices were between $36.12 and $44.28, with an estimated average price of $40.33. The stock is now traded at around $43.77. The impact to a portfolio due to this sale was -0.81%. EP Wealth Advisors, Inc. still held 7,078 shares as of .

EP Wealth Advisors, Inc. reduced to a holding in Starbucks Corp by 62.72%. The sale prices were between $84.55 and $99.11, with an estimated average price of $92.7. The stock is now traded at around $83.82. The impact to a portfolio due to this sale was -0.2%. EP Wealth Advisors, Inc. still held 22,387 shares as of .

EP Wealth Advisors, Inc. reduced to a holding in Micron Technology Inc by 79.99%. The sale prices were between $39.42 and $50.84, with an estimated average price of $45.13. The stock is now traded at around $48.09. The impact to a portfolio due to this sale was -0.08%. EP Wealth Advisors, Inc. still held 7,851 shares as of .

EP Wealth Advisors, Inc. reduced to a holding in iPath Bloomberg Commodity Index Total Return ETN d by 45.64%. The sale prices were between $21.13 and $22.84, with an estimated average price of $21.9. The stock is now traded at around $21.99. The impact to a portfolio due to this sale was -0.06%. EP Wealth Advisors, Inc. still held 52,455 shares as of .

EP Wealth Advisors, Inc. reduced to a holding in Energy Select Sector SPDR Fund by 30.79%. The sale prices were between $55.85 and $64.44, with an estimated average price of $60.49. The stock is now traded at around $59.24. The impact to a portfolio due to this sale was -0.04%. EP Wealth Advisors, Inc. still held 20,463 shares as of .

EP Wealth Advisors, Inc. reduced to a holding in First Trust NASDAQ-100 Technology Sector Index Fd by 40.88%. The sale prices were between $82.02 and $92.25, with an estimated average price of $87.53. The stock is now traded at around $94.87. The impact to a portfolio due to this sale was -0.03%. EP Wealth Advisors, Inc. still held 8,745 shares as of .