Evensky & Katz LLC Portfolio Holdings by Sector
Evensky & Katz LLC
- $1.54 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHB ITOT DFIC IWV AVUV IJJ DFEM VGSH 83 stocks |
$1.48 Million
96.22% of portfolio
|
32
|
45
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$58,086
3.78% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|