Evensky & Katz LLC Portfolio Holdings by Sector
Evensky & Katz LLC
- $1.53 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHB ITOT DFIC IWV AVUV IJJ VGSH DFEM 76 stocks |
$1.47 Million
96.17% of portfolio
|
48
|
28
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$58,520
3.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|