Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
0
0
0
0
0
0
0
0
0
EVENSKY KATZ LLC

Time Period2018-12-31

Total Holdings73

Total Value ($x1000)601,038
Activities
New8

Increased37

Unchanged7

Decreased21

Sold Out1

Top 10 Stock Holdingstotal 76.9%
SCHB26.43

IWV15.57

IJJ7.01

BCM4.59

TDTF4.57

 
VTI4.2

CSJ4.11

SPHQ4.01

VNQ3.62

JPST2.79

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHB
26.43%
US BRD MKT ETF
IWV
15.57%
RUSSELL 3000 ETF
IJJ
7.01%
S&P MC 400VL ETF
BCM
4.59%
IPTH PURE BRD
TDTF
4.57%
IBOXX 5YR TRGT
VTI
4.2%
TOTAL STK MKT
CSJ
4.11%
1-3 YR CR BD ETF
SPHQ
4.01%
S&P500 QUALITY
VNQ
3.62%
REIT ETF
JPST
2.79%
ULTRA SHRT INC
IQLT
2.09%
INTL DEV QL FC
MINT
1.99%
ENHAN SHRT MAT
VIGI
1.81%
INTL DVD ETF
CAPE
1.59%
BARC ETN+SHILL
VPL
1.54%
MEGA CAP GRO ETF
SCHH
1.22%
US REIT ETF
ITOT
1.13%
CORE S&P TTL STK
SCHF
1.07%
INTL EQTY ETF
VIOV
1.05%
SMLCP 600 VAL
SLYV
1.04%
S&P 600 SMCP VAL
JHMD
1.03%
MULTI INTL ETF
SCHE
0.57%
EMRG MKTEQ ETF
THRK
0.56%
RUSSELL 3000 ETF
CORP
0.49%
INV GRD CRP BD
ISCF
0.48%
MSCI INT SMLCP
IJH
0.44%
CORE S&P MCP ETF
SCHA
0.43%
US SML CAP ETF
SCHX
0.4%
US LRG CAP ETF
AGG
0.37%
CORE TOTUSBD ETF
EFA
0.36%
MSCI EAFE ETF
IVV
0.34%
CORE S&P500 ETF
IVW
0.29%
S&P 500 GRWT ETF
IWB
0.28%
RUS 1000 ETF
SPY
0.23%
TR UNIT
SCHC
0.22%
INTL SCEQT ETF
BND
0.22%
TOTAL BND MRKT
GWL
0.19%
S&P WRLD EX US
JHEM
0.18%
MULTFCTR EMRNG
IJS
0.17%
SP SMCP600VL ETF
VTV
0.14%
VALUE ETF
IWM
0.14%
RUSSELL 2000 ETF
VBR
0.14%
SM CP VAL ETF
VEA
0.09%
FTSE DEV MKT ETF
DLS
0.08%
INTL SMCAP DIV
PXH
0.08%
FTSE RAFI EMNG
ITR
0.07%
INTR TRM CORP BD
IWS
0.06%
RUS MDCP VAL ETF
IWN
0.05%
RUS 2000 VAL ETF
SCHM
0.05%
US MID-CAP ETF
PFIG
0.04%
FNDMNTL IG CRP
SCHG
0.04%
US LCAP GR ETF
AOM
0.04%
MODERT ALLOC ETF
VGSH
0.04%
SHTRM GVT BD ETF
IUSB
0.04%
CORE TL USD BD
SCHO
0.03%
SHT TM US TRES
DJP
0.03%
DJUBS CMDT ETN36
SCPB
0.03%
BARC SHT TR CP
VIG
0.02%
DIV APP ETF
SCHV
0.02%
US LCAP VA ETF
GMM
0.01%
EMERG MKTS ETF
EEM
0.01%
MSCI EMG MKT ETF
SHV
0.01%
SHRT TRS BD ETF
IYY
< 0.01%
DOW JONES US ETF
VGK
< 0.01%
FTSE EUROPE ETF
SPLV
< 0.01%
S&P500 LOW VOL
USMV
< 0.01%
USA MIN VOL ETF
SCHD
< 0.01%
US DIVIDEND EQ
IOO
< 0.01%
GLOBAL 100 ETF
VSS
< 0.01%
FTSE SMCAP ETF
IYF
< 0.01%
U.S. FINLS ETF
ISRA
< 0.01%
ISRAEL ETF
VUG
< 0.01%
GROWTH ETF
GURU
< 0.01%
GLB X FTSE NOR
ISRA
< 0.01%
ISRAEL ETF