0001713936-20-000002.txt : 20200722 0001713936-20-000002.hdr.sgml : 20200722 20200722091856 ACCESSION NUMBER: 0001713936-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200722 DATE AS OF CHANGE: 20200722 EFFECTIVENESS DATE: 20200722 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: 201040448 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 06-30-2020 06-30-2020 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 07-22-2020 0 75 263789 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1013402197SHSOLE 002197ABBOTT LABSCOM0028241002592829SHSOLE 002829AMAZON COM INCCOM0231351061069387SHSOLE 00387AMGEN INCCOM031162100224946SHSOLE 00946APPLE INCCOM03783310029097982SHSOLE 007982AT&T INCCOM00206R10252717307SHSOLE 0017307CHEVRON CORP NEWCOM1667641004074533SHSOLE 004533CISCO SYS INCCOM17275R1023417407SHSOLE 007407COCA COLA COCOM1912161003808468SHSOLE 008468COSTCO WHSL CORP NEWCOM22160K105280922SHSOLE 00922DOMINION ENERGY INCCOM25746U1092082528SHSOLE 002528DUKE ENERGY CORP NEWCOM NEW26441C2042673319SHSOLE 003319ETF SER SOLUTIONSUS GLB JETS26922A84242925807SHSOLE 0025807EXXON MOBIL CORPCOM30231G1023287326SHSOLE 007326FACEBOOK INCCL A30303M1022781224SHSOLE 001224FIDELITYQLTY FCTOR ETF31609279094525832SHSOLE 0025832FIDELITYHIGH DIVID ETF316092840204575670SHSOLE 0075670FIDELITYTOTAL BD ETF3161883095279773SHSOLE 009773FIRST TR EXCH TRADED FD IIIINSTL PFD SECS33739P85528215041SHSOLE 0015041FIRST TR LRGE CP CORE ALPHACOM SHS33734K1092504211SHSOLE 004211HOME DEPOT INCCOM4370761024541799SHSOLE 001799INTEL CORPCOM4581401002564298SHSOLE 004298INVESCO CALIF VALUE MUN INCCOM46132H10617414897SHSOLE 0014897INVESCO EXCHANGE TRADED FD TS&P500 QUALITY46137V2412697589SHSOLE 007589INVESCO EXCHNG TRADED FD TRCALIF AMT MUN46138E2062228115SHSOLE 008115INVESCO QQQ TRUNIT SER 146090E1039543846SHSOLE 003846ISHARES INCCORE MSCI EMKT46434G103216745623SHSOLE 0045623ISHARES TRCORE S&P TTL STK464287150436862736SHSOLE 0062736ISHARES TRSELECT DIVID ETF4642871682483048SHSOLE 003048ISHARES TRCORE S&P500 ETF46428720078802254401SHSOLE 00254401ISHARES TRS&P 500 GRWT ETF4642873099534622SHSOLE 004622ISHARES TRS&P 500 VAL ETF4642874083233029SHSOLE 003029ISHARES TRCORE S&P MCP ETF464287507243813716SHSOLE 0013716ISHARES TRRUS 1000 GRW ETF46428761410215307SHSOLE 005307ISHARES TRRUS 1000 ETF4642876222701573SHSOLE 001573ISHARES TRRUSSELL 3000 ETF4642876891507383655SHSOLE 0083655ISHARES TRMSCI ACWI EX US46428824011903275837SHSOLE 00275837ISHARES TRCALIF MUN BD ETF4642883569259148922SHSOLE 00148922ISHARES TRNATIONAL MUN ETF4642884142111827SHSOLE 001827ISHARES TRIBOXX HI YD ETF4642885134815868SHSOLE 005868ISHARES TRMSCI USA ESG SLC4642888022531873SHSOLE 001873ISHARES TRCORE HIGH DV ETF46429B6632593183SHSOLE 003183ISHARES TRMIN VOL USA ETF46429B69723345385249SHSOLE 00385249ISHARES TRUSA QUALITY FCTR46432F33940006416908SHSOLE 00416908ISHARES TRCORE MSCI TOTAL46432F834128923506SHSOLE 0023506ISHARES TRCORE MSCI EAFE46432F842378966267SHSOLE 0066267ISHARES TRINTL QLTY FACTOR46434V45610869370701SHSOLE 00370701ISHARES TRCORE TOTAL USD46434V613218640236SHSOLE 0040236ISHARES TRGLOBAL REIT ETF46434V64727113044SHSOLE 0013044ISHARES TRGBL GREEN ETF46435U4403155750SHSOLE 005750JOHNSON & JOHNSONCOM4781601046114356SHSOLE 004356LOCKHEED MARTIN CORPCOM539830109228624SHSOLE 00624MCDONALDS CORPCOM5801351013772051SHSOLE 002051MERCK & CO INCCOM58933Y1052763529SHSOLE 003529MICROSOFT CORPCOM5949181049734791SHSOLE 004791NEUBERGER BERMAN MLP INCOMECOM64129H1043210808SHSOLE 0010808PEPSICO INCCOM7134481084343278SHSOLE 003278PFIZER INCCOM7170811032848484SHSOLE 008484PIMCO CALIF MUN INCOME FD IICOM72200M1089510673SHSOLE 0010673PIMCO CALIF MUN INCOME FD IICOM72201C10911811803SHSOLE 0011803PROCTER AND GAMBLE COCOM7427181092572155SHSOLE 002155QUALCOMM INCCOM7475251037488199SHSOLE 008199SCHWAB STRATEGIC TRUS DIVIDEND EQ8085247973687100SHSOLE 007100SELECT SECTOR SPDR TRENERGY81369Y5062456475SHSOLE 006475SEMPRA ENERGYCOM8168511096445501SHSOLE 005501SPDR DOW JONES INDL AVRG ETFUT SER 178467X1094001548SHSOLE 001548SPDR GOLD TRUSTGOLD SHS78463V1072581536SHSOLE 001536SPDR INDEX SHS FDSS&P INTL ETF78463X7722818395SHSOLE 008395SPDR S&P 500 ETF TRTR UNIT78462F1034991623SHSOLE 001623SPDR SERIES TRUSTPORTFOLIO AGRGTE78464A64930278981571SHSOLE 00981571SPDR SERIES TRUSTS&P BK ETF78464A7972076543SHSOLE 006543TEXAS INSTRS INCCOM8825081042642104SHSOLE 002104VANECK VECTORS ETF TRGREEN BD ETF92189F17134412503SHSOLE 0012503VANGUARD INDEX FDSGROWTH ETF9229087364092021SHSOLE 002021VERIZON COMMUNICATIONS INCCOM92343V1044367920SHSOLE 007920