0001607045-19-000057.txt : 20190429 0001607045-19-000057.hdr.sgml : 20190429 20190429132531 ACCESSION NUMBER: 0001607045-19-000057 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190429 DATE AS OF CHANGE: 20190429 EFFECTIVENESS DATE: 20190429 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: 19774972 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 false false 0001713936 XXXXXXXX 03-31-2019 03-31-2019 Epstein & White Financial LLC

9740 Appaloosa Road, Suite 150 San Diego CA 92131

13F HOLDINGS REPORT 028-18224 N Debra Del Secco 858 564-8034 Debra Del Secco San Diego CA 04-29-2019 0 83 174206 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1016082932SHSOLE 002932ABBVIE INCCOM00287Y1092412959SHSOLE 002959ALTRIA GROUP INCCOM02209S10371212411SHSOLE 0012411AMAZON COM INCCOM023135106440247SHSOLE 00247APPLE INCCOM03783310014427569SHSOLE 007569AT&T INCCOM00206R10299931975SHSOLE 0031975BCE INCCOM NEW05534B7602154771SHSOLE 004771BERKSHIRE HATHAWAY INC DELCL B NEW0846707022141065SHSOLE 001065BP PLCSPONSORED ADR0556221042726182SHSOLE 006182BROADCOM INCCOM11135F101224715SHSOLE 00715CHEVRON CORP NEWCOM1667641007566135SHSOLE 006135CISCO SYS INCCOM17275R1024979174SHSOLE 009174COCA COLA COCOM19121610064613843SHSOLE 0013843COSTCO WHSL CORP NEWCOM22160K105220908SHSOLE 00908CROWN CASTLE INTL CORP NEWCOM22822V1015894620SHSOLE 004620DOMINION ENERGY INCCOM25746U1092723520SHSOLE 003520DUKE ENERGY CORP NEWCOM NEW26441C2046457219SHSOLE 007219EXXON MOBIL CORPCOM30231G1027879835SHSOLE 009835FACEBOOK INCCL A30303M1022751649SHSOLE 001649FIDELITYQLTY FCTOR ETF31609279019203568466SHSOLE 00568466FIDELITYHIGH DIVID ETF3160928403350112024SHSOLE 00112024FIDELITYTOTAL BD ETF31618830923217464925SHSOLE 00464925FIRST TR EXCHANGE TRADED FDSENIOR LN FD33738D3092344911SHSOLE 004911FIRST TR LRGE CP CORE ALPHACOM SHS33734K1092604360SHSOLE 004360GLAXOSMITHKLINE PLCSPONSORED ADR37733W1052345583SHSOLE 005583HOME DEPOT INCCOM4370761023361740SHSOLE 001740INTEL CORPCOM4581401002214134SHSOLE 004134INVESCO EXCHANGE TRADED FD TS&P500 QUALITY46137V2412387408SHSOLE 007408INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V3576286027SHSOLE 006027INVESCO EXCHNG TRADED FD TRCALIF AMT MUN46138E2062027696SHSOLE 007696INVESCO QQQ TRUNIT SER 146090E1035583101SHSOLE 003101ISHARES INCCORE MSCI EMKT46434G1032564979SHSOLE 004979ISHARES TRCORE S&P TTL STK464287150137921539SHSOLE 0021539ISHARES TRSELECT DIVID ETF4642871689729916SHSOLE 009916ISHARES TRCORE S&P500 ETF46428720052395184077SHSOLE 00184077ISHARES TRCORE US AGGBD ET4642872264574156SHSOLE 004156ISHARES TRIBOXX INV CP ETF4642872426575497SHSOLE 005497ISHARES TRS&P 500 GRWT ETF4642873091098763547SHSOLE 0063547ISHARES TRS&P 500 VAL ETF46428740811855105254SHSOLE 00105254ISHARES TRRUS 1000 GRW ETF46428761410707072SHSOLE 007072ISHARES TRRUS 1000 ETF4642876229626127SHSOLE 006127ISHARES TRCORE S&P SCP ETF4642878044575925SHSOLE 005925ISHARES TRMSCI ACWI EX US4642882403858307SHSOLE 008307ISHARES TRCALIF MUN BD ETF4642883562884857SHSOLE 004857ISHARES TRINTL SEL DIV ETF46428844843914367SHSOLE 0014367ISHARES TRIBOXX HI YD ETF46428851394610966SHSOLE 0010966ISHARES TRMSCI USA ESG SLC4642888022091759SHSOLE 001759ISHARES TRCMBS ETF46429B366271152313SHSOLE 0052313ISHARES TRMIN VOL USA ETF46429B6978305141302SHSOLE 00141302ISHARES TRUSA QUALITY FCTR46432F3393584049SHSOLE 004049ISHARES TRCORE MSCI TOTAL46432F8342103698SHSOLE 003698ISHARES TR0-5YR INVT GR CP46434V100100120161SHSOLE 0020161ISHARES TRINTL QLTY FACTOR46434V4563605124640SHSOLE 00124640ISHARES TRCORE TOTAL USD46434V6134729295SHSOLE 009295ISHARES TRCORE DIV GRWTH46434V6212045606SHSOLE 005606JOHNSON & JOHNSONCOM4781601043582562SHSOLE 002562KIMBERLY CLARK CORPCOM4943681036215130SHSOLE 005130MCDONALDS CORPCOM5801351016623499SHSOLE 003499MERCK & CO INCCOM58933Y1053954793SHSOLE 004793MICROSOFT CORPCOM5949181042652252SHSOLE 002252OPPENHEIMER ETF TRS&P ULTRA DIVIDE68386C401307481084SHSOLE 0081084PEPSICO INCCOM7134481086014956SHSOLE 004956PFIZER INCCOM71708110343110112SHSOLE 0010112PHILIP MORRIS INTL INCCOM7181721094394905SHSOLE 004905PROCTER AND GAMBLE COCOM7427181096636413SHSOLE 006413QUALCOMM INCCOM7475251035549693SHSOLE 009693REALTY INCOME CORPCOM7561091042112673SHSOLE 002673SCHWAB STRATEGIC TRUS DIVIDEND EQ8085247973727111SHSOLE 007111SOUTHERN COCOM8425871072244184SHSOLE 004184SPDR DOW JONES INDL AVRG ETFUT SER 178467X1095171997SHSOLE 001997SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X8892217574SHSOLE 007574SPDR S&P 500 ETF TRTR UNIT78462F1038202901SHSOLE 002901SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y1074241215SHSOLE 001215SPDR SERIES TRUSTBLOOMBERG BRCLYS78464A41766818494SHSOLE 0018494SSGA ACTIVE ETF TRSPDR TR TACTIC78467V8482084318SHSOLE 004318UNITED PARCEL SERVICE INCCL B9113121063673192SHSOLE 003192VANGUARD INDEX FDSS&P 500 ETF SHS9229083633001168SHSOLE 001168VANGUARD INDEX FDSGROWTH ETF9229087363782420SHSOLE 002420VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF9219438583508619SHSOLE 008619VERIZON COMMUNICATIONS INCCOM92343V10493315742SHSOLE 0015742WELLS FARGO CO NEWCOM9497461012455086SHSOLE 005086WELLTOWER INCCOM95040Q1042162819SHSOLE 002819WESTERN ALLIANCE BANCORPCOM9576381093749112SHSOLE 009112