Evensky & Katz LLC Portfolio Holdings by Sector
Evensky & Katz LLC
- $1.72 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHB ITOT DFIC IWV AVUV DFEM VGSH SPHQ 71 stocks |
$1.6 Million
95.39% of portfolio
|
27
|
39
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$77,238
4.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|