Avoid Fraud, Get The Facts, And Find The Best
Legal Name: EPSTEIN AND WHITE FINANCIAL LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 19, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
194,872 |
$56,952k |
|
|
FIDELITY (316188309)
|
520,573 |
$26,372k |
|
|
FIDELITY (316092790)
|
625,621 |
$21,544k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
97,913 |
$11,307k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
60,035 |
$10,689k |
|
|
ISHARES TR (46429B697)
|
149,717 |
$9,157k |
|
|
FIDELITY (316092840)
|
207,693 |
$5,859k |
|
|
ISHARES TR (46434V456)
|
143,554 |
$4,292k |
|
|
iShares CMBS ETF (46429b366)
|
55,756 |
$2,952k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
31,062 |
$2,043k |
|
|
Apple Inc (037833100)
|
6,919 |
$1,366k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
20,819 |
$1,150k |
|
|
Exxon Mobil Corp (30231G102)
|
13,896 |
$1,029k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
6,546 |
$1,028k |
|
|
Chevron Corp (166764100)
|
8,496 |
$1,010k |
|
|
ISHARES (464287168)
|
9,725 |
$964k |
|
|
PROCTER & GAMBLE CO (742718109)
|
8,695 |
$926k |
|
|
COCA-COLA CO (191216100)
|
18,559 |
$912k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
5,478 |
$891k |
|
|
PEPSICO INC (713448108)
|
6,990 |
$875k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
2,929 |
$855k |
|
|
JOHNSON & JOHNSON (478160104)
|
6,110 |
$851k |
|
|
DUKE ENERGY CORP (26441C204)
|
9,779 |
$830k |
|
|
AT&T INC (00206R102)
|
25,671 |
$821k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
9,275 |
$804k |
|
|
3M CO (88579Y101)
|
4,574 |
$772k |
|
|
CISCO SYSTEMS INC (17275R102)
|
14,700 |
$767k |
|
|
QUALCOMM INC (747525103)
|
9,890 |
$742k |
|
|
PFIZER INC (717081103)
|
16,843 |
$696k |
|
|
ISHARES TR (46434V613)
|
13,477 |
$692k |
|
|
MERCK & CO INC (58933Y105)
|
8,371 |
$672k |
|
|
ISHARES 0-5 YE INV GRADE CORPORATE (46434V100)
|
13,336 |
$643k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
5,655 |
$613k |
|
|
MCDONALDS CORP (580135101)
|
3,093 |
$613k |
|
|
Lockheed Martin Corp (539830109)
|
1,649 |
$599k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
5,267 |
$587k |
|
|
DOMINION ENERGY INC (25746U109)
|
7,624 |
$580k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
5,218 |
$575k |
|
|
ISHARES (464287242)
|
4,227 |
$522k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
2,811 |
$519k |
|
|
KIMBERLY CLARK CORP (494368103)
|
3,883 |
$480k |
|
|
Amazon.com Inc (023135106)
|
245 |
$466k |
|
|
SPDR DOW JONES INDL (78467X109)
|
1,754 |
$466k |
|
|
ALTRIA GROUP INC (02209S103)
|
10,307 |
$458k |
|
|
ISHARES (464288448)
|
15,081 |
$457k |
|
|
UNITED PARCEL SERVIC (911312106)
|
4,258 |
$440k |
|
|
iShares Core MSCI Total Intern (46432F834)
|
7,466 |
$428k |
|
|
TEXAS INSTRUMENTS (882508104)
|
3,603 |
$412k |
|
|
CROWN CASTLE INTL (22822V101)
|
3,379 |
$410k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
1,152 |
$410k |
|
|
WESTERN ALLIANCE BANCORP (957638109)
|
9,112 |
$407k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
2,478 |
$404k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
9,424 |
$391k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
4,921 |
$384k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
7,111 |
$378k |
|
|
ISHARES TR (464288240)
|
7,994 |
$375k |
|
|
HOME DEPOT INC (437076102)
|
1,807 |
$374k |
|
|
ISHARES TR (46432F339)
|
3,873 |
$354k |
|
|
MICROSOFT CORP (594918104)
|
2,453 |
$329k |
|
|
BROADCOM INC (11135F101)
|
1,168 |
$328k |
|
|
Facebook Inc (30303M102)
|
1,628 |
$314k |
|
|
PHILIP MORRIS INTL (718172109)
|
3,962 |
$309k |
|
|
Schlumberger Ltd (806857108)
|
7,284 |
$286k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
924 |
$258k |
|
|
ABBVIE INC (00287Y109)
|
3,445 |
$256k |
|
|
ISHARES TR (464288356)
|
4,242 |
$256k |
|
|
FIRST TR LRGE CP CORE ALPHA (33734K109)
|
4,145 |
$253k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
4,910 |
$250k |
|
|
Invesco S&P 500 High Q(sphq) (46137V241)
|
7,439 |
$246k |
|
|
COSTCO WHSL CORP (22160K105)
|
913 |
$242k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,160 |
$241k |
|
|
WELLS FARGO CO NEW (949746101)
|
5,089 |
$240k |
|
|
S&P WRLD EX US (78463X889)
|
7,821 |
$231k |
|
|
ABBOTT LABS (002824100)
|
2,662 |
$220k |
|
|
iShares MSCI USA ESG Select ET (464288802)
|
1,801 |
$218k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D309)
|
4,591 |
$217k |
|
|
SSGA ACTIVE ETF TR (78467V848)
|
4,279 |
$208k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E206)
|
7,741 |
$207k |
|
|
BP PLC (055622104)
|
4,870 |
$205k |
|
|
SANDSTORM GOLD (80013R206)
|
10,000 |
$55k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.