Evensky & Katz LLC Portfolio Holdings by Sector
Evensky & Katz LLC
- $1.64 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHB DFIC ITOT IWV AVUV DFEM VGSH IJJ 71 stocks |
$1.52 Million
94.66% of portfolio
|
25
|
44
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$85,643
5.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|