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Home > Institutional Investor > Evanson Asset Management, Llc > Profile

Instuitional Investor - Evanson Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Evanson Asset Management, Llc
Portfolio Value $1,460,101,876
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 4,042,863 $139,842,619 9.57%
2.
Sprott Physical Gold Trust
 PHYS 5,328,256 $107,311,073 7.34%
3.
Apple Inc.
 AAPL 422,893 $105,900,884 7.25%
4.
Dimensional Etf Trust
 1,064,542 $69,280,374 4.74%
5.
Dimensional Etf Trust
 2,638,492 $65,592,902 4.49%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)