0001607045-19-000023.txt : 20190205 0001607045-19-000023.hdr.sgml : 20190205 20190205105535 ACCESSION NUMBER: 0001607045-19-000023 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190205 DATE AS OF CHANGE: 20190205 EFFECTIVENESS DATE: 20190205 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: 19566696 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 12-31-2018 12-31-2018 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 02-05-2019 0 81 160183 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1012841485SHSOLE 148500ABBVIE INCCOM00287Y1093093335SHSOLE 333500ALPHABET INCCAP STK CL A02079K305255247SHSOLE 24700ALTRIA GROUP INCCOM02209S1033928007SHSOLE 800700AMAZON COM INCCOM023135106652431SHSOLE 43100APPLE INCCOM03783310010456630SHSOLE 663000AT&T INCCOM00206R10262922241SHSOLE 2224100BCE INCCOM NEW05534B7602566083SHSOLE 608300BERKSHIRE HATHAWAY INC DELCL B NEW0846707022161058SHSOLE 105800BP PLCSPONSORED ADR0556221042817353SHSOLE 735300CHEVRON CORP NEWCOM1667641004153739SHSOLE 373900COCA COLA COCOM1912161004599772SHSOLE 977200CROWN CASTLE INTL CORP NEWCOM22822V1013042798SHSOLE 279800DOMINION ENERGY INCCOM25746U1093074201SHSOLE 420100DUKE ENERGY CORP NEWCOM NEW26441C2043984587SHSOLE 458700EXXON MOBIL CORPCOM30231G1024075870SHSOLE 587000FACEBOOK INCCL A30303M1022672037SHSOLE 203700FIDELITYQLTY FCTOR ETF31609279013174440113SHSOLE 44011300FIDELITYHIGH DIVID ETF31609284066224366SHSOLE 2436600FIDELITYTOTAL BD ETF31618830920878429981SHSOLE 42998100FIRST TR EXCHANGE TRADED FDSENIOR LN FD33738D3092555368SHSOLE 536800FIRST TR LRGE CP CORE ALPHACOM SHS33734K1092264348SHSOLE 434800GLAXOSMITHKLINE PLCSPONSORED ADR37733W1052807242SHSOLE 724200HOME DEPOT INCCOM4370761023411998SHSOLE 199800INTEL CORPCOM4581401002174633SHSOLE 463300INVESCO EXCHANGE TRADED FD TS&P500 QUALITY46137V2412057389SHSOLE 738900INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V3576016542SHSOLE 654200INVESCO EXCHNG TRADED FD TRCALIF AMT MUN46138E2062409361SHSOLE 936100INVESCO QQQ TRUNIT SER 146090E1034953184SHSOLE 318400ISHARES INCCORE MSCI EMKT46434G1032675576SHSOLE 557600ISHARES TRCORE S&P TTL STK46428715093716564SHSOLE 1656400ISHARES TRSELECT DIVID ETF464287168101811416SHSOLE 1141600ISHARES TRCORE S&P500 ETF46428720029492117025SHSOLE 11702500ISHARES TRCORE US AGGBD ET4642872265094786SHSOLE 478600ISHARES TRMSCI EMG MKT ETF464287234106927622SHSOLE 2762200ISHARES TRIBOXX INV CP ETF4642872427076252SHSOLE 625200ISHARES TRS&P 500 GRWT ETF4642873091253083043SHSOLE 8304300ISHARES TRS&P 500 VAL ETF46428740815780155780SHSOLE 15578000ISHARES TRRUS 1000 GRW ETF46428761410067700SHSOLE 770000ISHARES TRRUS 1000 ETF46428762214025101060SHSOLE 10106000ISHARES TRCORE S&P SCP ETF4642878046138941SHSOLE 894100ISHARES TRMSCI ACWI EX US464288240345982312SHSOLE 8231200ISHARES TRCALIF MUN BD ETF4642883563976800SHSOLE 680000ISHARES TRINTL SEL DIV ETF46428844833511908SHSOLE 1190800ISHARES TRIBOXX HI YD ETF4642885137479194SHSOLE 919400ISHARES TRSHORT TREAS BD4642886792141922SHSOLE 192200ISHARES TRCMBS ETF46429B366224444636SHSOLE 4463600ISHARES TRMIN VOL USA ETF46429B6979107174084SHSOLE 17408400ISHARES TRUSA QUALITY FCTR46432F3392973837SHSOLE 383700ISHARES TRUSA MOMENTUM FCT46432F3962962909SHSOLE 290900ISHARES TR0-5YR INVT GR CP46434V1009031182479SHSOLE 18247900ISHARES TRCORE DIV GRWTH46434V6212577798SHSOLE 779800ISHARES TRRUSEL 2500 ETF46435G268178446724SHSOLE 4672400JOHNSON & JOHNSONCOM4781601043622815SHSOLE 281500KIMBERLY CLARK CORPCOM4943681032121945SHSOLE 194500MCDONALDS CORPCOM5801351013191796SHSOLE 179600MICROSOFT CORPCOM5949181042542494SHSOLE 249400OCCIDENTAL PETE CORP DELCOM6745991052013362SHSOLE 336200OPPENHEIMER ETF TRS&P ULTRA DIVIDE68386C4012266760SHSOLE 676000PEPSICO INCCOM7134481082762505SHSOLE 250500PHILIP MORRIS INTL INCCOM7181721093665504SHSOLE 550400PROCTER AND GAMBLE COCOM7427181093333713SHSOLE 371300QUALCOMM INCCOM7475251035559752SHSOLE 975200SCHWAB STRATEGIC TRUS DIVIDEND EQ8085247973597634SHSOLE 763400SELECT SECTOR SPDR TRTECHNOLOGY81369Y8032123420SHSOLE 342000SOUTHERN COCOM8425871072155095SHSOLE 509500SPDR DOW JONES INDL AVRG ETFUT SER 178467X1095052166SHSOLE 216600SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X8892178232SHSOLE 823200SPDR S&P 500 ETF TRTR UNIT78462F1037713096SHSOLE 309600SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y1075851918SHSOLE 191800SPDR SER TRSPDR BLOOMBERG78468R6632142336SHSOLE 233600SPDR SERIES TRUSTBLOOMBERG BRCLYS78464A41753916033SHSOLE 1603300SSGA ACTIVE ETF TRSPDR TR TACTIC78467V8482625569SHSOLE 556900VANGUARD INDEX FDSS&P 500 ETF SHS9229083632331011SHSOLE 101100VANGUARD INDEX FDSGROWTH ETF9229087363312454SHSOLE 245400VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385842011313SHSOLE 1131300VERIZON COMMUNICATIONS INCCOM92343V10462311033SHSOLE 1103300VODAFONE GROUP PLC NEWSPONSORED ADR92857W30821611151SHSOLE 1115100WELLS FARGO CO NEWCOM9497461012315015SHSOLE 501500WELLTOWER INCCOM95040Q1042153214SHSOLE 321400WESTERN ALLIANCE BANCORPCOM9576381093609112SHSOLE 911200