Evensky & Katz LLC Portfolio Holdings by Sector
Evensky & Katz LLC
- $1.42 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHB DFIC ITOT IWV AVUV IJJ VGSH DFEM 86 stocks |
$1.36 Million
96.16% of portfolio
|
  32  
|
  45  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$54,463
3.84% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|