0001607045-18-000008.txt : 20180129 0001607045-18-000008.hdr.sgml : 20180129 20180129123613 ACCESSION NUMBER: 0001607045-18-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180129 DATE AS OF CHANGE: 20180129 EFFECTIVENESS DATE: 20180129 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Epstein & White Financial LLC CENTRAL INDEX KEY: 0001713936 IRS NUMBER: 474774462 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18224 FILM NUMBER: 18554352 BUSINESS ADDRESS: STREET 1: 9740 APPALOOSA ROAD, SUITE 150 CITY: SAN DIEGO STATE: CA ZIP: 92131 BUSINESS PHONE: 858-564-8036 MAIL ADDRESS: STREET 1: 9740 APPALOOSA ROAD, SUITE 150 CITY: SAN DIEGO STATE: CA ZIP: 92131 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001713936 XXXXXXXX 12-31-2017 12-31-2017 Epstein & White Financial LLC

9740 Appaloosa Road, Suite 150 San Diego CA 92131

13F HOLDINGS REPORT 028-18224 N Debra Del Secco 858 564-8036 Debra Del Secco San Diego CA 01-29-2018 0 97 172702 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1013461417SHSOLE 001417ABBVIE INCCOM00287Y1096145807SHSOLE 005807ALPHABET INCCAP STK CL A02079K305267237SHSOLE 00237ALTRIA GROUP INCCOM02209S10387512604SHSOLE 0012604AMAZON COM INCCOM023135106412316SHSOLE 00316AMERICAN ELEC PWR INCCOM0255371012232816SHSOLE 002816APPLE INCCOM0378331009695455SHSOLE 005455ASTRAZENECA PLCSPONSORED ADR04635310855215107SHSOLE 0015107AT&T INCCOM00206R102117031365SHSOLE 0031365BCE INCCOM NEW05534B76066214604SHSOLE 0014604BP PLCSPONSORED ADR05562210447910642SHSOLE 0010642BRITISH AMERN TOB PLCSPONSORED ADR1104481072413342SHSOLE 003342CDN IMPERIAL BK COMM TORONTOCOM1360691013233352SHSOLE 003352CHEVRON CORP NEWCOM1667641006905297SHSOLE 005297COCA COLA COCOM19121610068215204SHSOLE 0015204CROWN CASTLE INTL CORP NEWCOM22822V1015284985SHSOLE 004985DOMINION ENERGY INCCOM25746U1095777519SHSOLE 007519DUKE ENERGY CORP NEWCOM NEW26441C2045246333SHSOLE 006333EXXON MOBIL CORPCOM30231G1026948009SHSOLE 008009FACEBOOK INCCL A30303M1023041707SHSOLE 001707FIDELITYTOTAL BD ETF316188309249549823SHSOLE 0049823FIRST TR LRGE CP CORE ALPHACOM SHS33734K1093565752SHSOLE 005752FQF TROSHARS FTSE US3516808552647972SHSOLE 007972GENERAL DYNAMICS CORPCOM3695501082611237SHSOLE 001237GENERAL MLS INCCOM3703341043225739SHSOLE 005739GLAXOSMITHKLINE PLCSPONSORED ADR37733W10555214571SHSOLE 0014571INTEL CORPCOM4581401002626042SHSOLE 006042ISHARES INCCORE MSCI EMKT46434G103323754472SHSOLE 0054472ISHARES TRCORE S&P TTL STK46428715086613578SHSOLE 0013578ISHARES TRSELECT DIVID ETF46428716822232221388SHSOLE 00221388ISHARES TRTIPS BD ETF4642871769228194SHSOLE 008194ISHARES TRCORE S&P500 ETF4642872001970970383SHSOLE 0070383ISHARES TRCORE US AGGBD ET46428722616831154800SHSOLE 00154800ISHARES TRIBOXX INV CP ETF464287242748261954SHSOLE 0061954ISHARES TRBARCLAYS 7 10 YR4642874405004758SHSOLE 004758ISHARES TR1 3 YR TREAS BD464287457295435186SHSOLE 0035186ISHARES TRRUS MDCP VAL ETF464287473234025914SHSOLE 0025914ISHARES TRRUS MD CP GR ETF464287481248419454SHSOLE 0019454ISHARES TRRUS 1000 GRW ETF464287614765054028SHSOLE 0054028ISHARES TRCORE S&P SCP ETF46428780487310962SHSOLE 0010962ISHARES TRSP SMCP600VL ETF464287879216113697SHSOLE 0013697ISHARES TRS&P SML 600 GWT464287887276515619SHSOLE 0015619ISHARES TRCALIF MUN BD ETF46428835678713340SHSOLE 0013340ISHARES TRINTL SEL DIV ETF464288448332695439SHSOLE 0095439ISHARES TRIBOXX HI YD ETF464288513421748167SHSOLE 0048167ISHARES TR3 7 YR TREAS BD4642886615984910SHSOLE 004910ISHARES TRS&P US PFD STK4642886873509183SHSOLE 009183ISHARES TRMIN VOL USA ETF46429B6974929178SHSOLE 009178ISHARES TRUSA MOMENTUM FCT46432F396196918123SHSOLE 0018123ISHARES TRCORE DIV GRWTH46434V6214894135844SHSOLE 00135844JOHNSON & JOHNSONCOM4781601043632500SHSOLE 002500JP MORGAN EXCHANGE TRADED FDDIV RTN INT EQ46641Q2093385532SHSOLE 005532KIMBERLY CLARK CORPCOM4943681033463017SHSOLE 003017MCDONALDS CORPCOM5801351013041755SHSOLE 001755MERCK & CO INCCOM58933Y1053486190SHSOLE 006190NATIONAL GRID PLCSPONSORED ADR NE6362744095128475SHSOLE 008475OCCIDENTAL PETE CORP DELCOM6745991055577238SHSOLE 007238PEPSICO INCCOM7134481082732030SHSOLE 002030PHILIP MORRIS INTL INCCOM7181721097217012SHSOLE 007012PIMCO ETF TRACTIVE BD ETF72201R775247823486SHSOLE 0023486POWERSHARES ETF TR IICALI MUNI ETF73936T44178329858SHSOLE 0029858POWERSHARES QQQ TRUSTUNIT SER 173935A1049525782SHSOLE 005782PPL CORPCOM69351T10632610904SHSOLE 0010904PROCTER AND GAMBLE COCOM7427181094324967SHSOLE 004967PUBLIC STORAGECOM74460D1092821445SHSOLE 001445PUBLIC SVC ENTERPRISE GROUPCOM7445731062614886SHSOLE 004886QUALCOMM INCCOM7475251033084704SHSOLE 004704RYDEX ETF TRUSTGUG S&P500 EQ WT78355W1065054754SHSOLE 004754SANOFISPONSORED ADR80105N1052986824SHSOLE 006824SCHWAB STRATEGIC TRUS DIVIDEND EQ8085247974528583SHSOLE 008583SELECT SECTOR SPDR TRTECHNOLOGY81369Y8036079051SHSOLE 009051SOUTHERN COCOM8425871072715825SHSOLE 005825SPDR DOW JONES INDL AVRG ETFUT SER 178467X1094761851SHSOLE 001851SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X50944111216SHSOLE 0011216SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X88955616942SHSOLE 0016942SPDR S&P 500 ETF TRTR UNIT78462F10312324431SHSOLE 004431SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y1076841891SHSOLE 001891SPDR SER TRBLOOMBERG SRT TR78468R40867424722SHSOLE 0024722SPDR SERIES TRUSTBLMBRG BRC CNVRT78464A3592554888SHSOLE 004888SPDR SERIES TRUSTPORTFOLIO INTRMD78464A3752316781SHSOLE 006781SPDR SERIES TRUSTBLOOMBERG BRCLYS78464A417282876731SHSOLE 0076731SSGA ACTIVE ETF TRSPDR TR TACTIC78467V848296261203SHSOLE 0061203TOTAL S ASPONSORED ADR89151E1094768228SHSOLE 008228UNITED PARCEL SERVICE INCCL B9113121062281467SHSOLE 001467VANECK VECTORS ETF TRGOLD MINERS ETF92189F106142760751SHSOLE 0060751VANGUARD INDEX FDSGROWTH ETF9229087364402979SHSOLE 002979VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF9219438588090172736SHSOLE 00172736VENTAS INCCOM92276F1002604507SHSOLE 004507VERIZON COMMUNICATIONS INCCOM92343V10496318490SHSOLE 0018490VISA INCCOM CL A92826C8392301918SHSOLE 001918VODAFONE GROUP PLC NEWSPONSORED ADR92857W30882425347SHSOLE 0025347WELLS FARGO CO NEWCOM9497461013064899SHSOLE 004899WELLTOWER INCCOM95040Q1042934780SHSOLE 004780WESTERN ALLIANCE BANCORPCOM9576381095409112SHSOLE 009112WISDOMTREE TREMG MKTS SMCAP97717W28185215789SHSOLE 0015789WISDOMTREE TRUS SMALLCAP DIVD97717W60456719494SHSOLE 0019494WISDOMTREE TRBARCLYS YLD AGGR97717X5119867195682SHSOLE 00195682