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Home > Institutional Investor > Evensky & Katz Llc > Profile

Instuitional Investor - Evensky & Katz Llc

Fund Profile
Filing Period:
Fund Name: Evensky & Katz Llc
Portfolio Value $1,329,323
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 3,533,985 $196,737 14.79%
2.
Dimensional Etf Trust
 5,467,727 $139,591 10.5%
3.
Ishares Trust
 IEF 1,146,713 $120,669 9.07%
4.
Ishares Trust
 IEF 417,414 $114,263 8.59%
5.
Avantis Small Cap Value Etf
 908,177 $81,554 6.13%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)