0001607045-19-000112.txt : 20191015 0001607045-19-000112.hdr.sgml : 20191015 20191015103500 ACCESSION NUMBER: 0001607045-19-000112 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191015 DATE AS OF CHANGE: 20191015 EFFECTIVENESS DATE: 20191015 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: 191149889 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 09-30-2019 09-30-2019 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 10-13-2019 0 70 205284 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1018695314SHSOLE 005314ABBOTT LABSCOM0028241002342794SHSOLE 002794AMAZON COM INCCOM023135106454261SHSOLE 00261APPLE INCCOM03783310015737021SHSOLE 007021AT&T INCCOM00206R10248112684SHSOLE 0012684BERKSHIRE HATHAWAY INC DELCL B NEW0846707022101003SHSOLE 001003BROADCOM INCCOM11135F1013721317SHSOLE 001317CHEVRON CORP NEWCOM16676410010468803SHSOLE 008803CISCO SYS INCCOM17275R10281516545SHSOLE 0016545COCA COLA COCOM19121610091916819SHSOLE 0016819COSTCO WHSL CORP NEWCOM22160K105259901SHSOLE 00901DOMINION ENERGY INCCOM25746U10997112047SHSOLE 0012047DUKE ENERGY CORP NEWCOM NEW26441C2048979424SHSOLE 009424EXXON MOBIL CORPCOM30231G102101614373SHSOLE 0014373FACEBOOK INCCL A30303M1022501406SHSOLE 001406FIDELITYQLTY FCTOR ETF31609279024558701434SHSOLE 00701434FIDELITYHIGH DIVID ETF3160928407128236237SHSOLE 00236237FIDELITYTOTAL BD ETF31618830930389588096SHSOLE 00588096FIRST TR LRGE CP CORE ALPHACOM SHS33734K1092534162SHSOLE 004162HOME DEPOT INCCOM4370761024531960SHSOLE 001960INTEL CORPCOM4581401002064030SHSOLE 004030INVESCO EXCHANGE TRADED FD TS&P500 QUALITY46137V2412517475SHSOLE 007475INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V3572342185SHSOLE 002185INVESCO EXCHNG TRADED FD TRCALIF AMT MUN46138E2062589455SHSOLE 009455INVESCO QQQ TRUNIT SER 146090E1034312299SHSOLE 002299ISHARES TRCORE S&P TTL STK464287150304545417SHSOLE 0045417ISHARES TRSELECT DIVID ETF4642871686626512SHSOLE 006512ISHARES TRCORE S&P500 ETF46428720060627203025SHSOLE 00203025ISHARES TRCORE US AGGBD ET4642872263102723SHSOLE 002723ISHARES TRIBOXX INV CP ETF4642872424303396SHSOLE 003396ISHARES TRS&P 500 GRWT ETF4642873091095660632SHSOLE 0060632ISHARES TRS&P 500 VAL ETF4642874081118694126SHSOLE 0094126ISHARES TR1 3 YR TREAS BD464287457249129327SHSOLE 0029327ISHARES TRRUS 1000 GRW ETF4642876149265810SHSOLE 005810ISHARES TRRUS 1000 ETF4642876224632817SHSOLE 002817ISHARES TRMSCI ACWI EX US4642882402355109SHSOLE 005109ISHARES TRCALIF MUN BD ETF4642883562714446SHSOLE 004446ISHARES TRINTL SEL DIV ETF46428844839713039SHSOLE 0013039ISHARES TRIBOXX HI YD ETF4642885137168222SHSOLE 008222ISHARES TRMSCI USA ESG SLC4642888022221801SHSOLE 001801ISHARES TRCMBS ETF46429B366243245473SHSOLE 0045473ISHARES TRMIN VOL USA ETF46429B69711051172420SHSOLE 00172420ISHARES TRCORE MSCI TOTAL46432F83491515788SHSOLE 0015788ISHARES TR0-5YR INVT GR CP46434V1002164266SHSOLE 004266ISHARES TRINTL QLTY FACTOR46434V4566937233502SHSOLE 00233502ISHARES TRCORE TOTAL USD46434V613155529565SHSOLE 0029565JOHNSON & JOHNSONCOM47816010411648949SHSOLE 008949JPMORGAN CHASE & COCOM46625H1008847501SHSOLE 007501LOCKHEED MARTIN CORPCOM5398301099612441SHSOLE 002441MCDONALDS CORPCOM5801351014291995SHSOLE 001995MERCK & CO INCCOM58933Y1057418772SHSOLE 008772MICROSOFT CORPCOM5949181044122954SHSOLE 002954PEPSICO INCCOM7134481089717008SHSOLE 007008PFIZER INCCOM71708110367018621SHSOLE 0018621PROCTER AND GAMBLE COCOM74271810910408335SHSOLE 008335QUALCOMM INCCOM7475251036788874SHSOLE 008874SCHLUMBERGER LTDCOM8068571083008737SHSOLE 008737SCHWAB STRATEGIC TRUS DIVIDEND EQ8085247973957220SHSOLE 007220SPDR DOW JONES INDL AVRG ETFUT SER 178467X1094941834SHSOLE 001834SPDR GOLD TRUSTGOLD SHS78463V1072021451SHSOLE 001451SPDR S&P 500 ETF TRTR UNIT78462F1037992696SHSOLE 002696SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107226643SHSOLE 00643TEXAS INSTRS INCCOM8825081047715951SHSOLE 005951UNITED PARCEL SERVICE INCCL B9113121066545433SHSOLE 005433US BANCORP DELCOM NEW9029733043806848SHSOLE 006848VANGUARD INDEX FDSGROWTH ETF9229087364422650SHSOLE 002650VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF9219438582606335SHSOLE 006335VERIZON COMMUNICATIONS INCCOM92343V104118219647SHSOLE 0019647WELLS FARGO CO NEWCOM9497461012374694SHSOLE 004694WESTERN ALLIANCE BANCORPCOM9576381094229166SHSOLE 009166