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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.
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EVENSKY KATZ LLC

Time Period2018-09-30

Total Holdings65

Total Value ($x1000)676,114
Activities
New2

Increased35

Unchanged11

Decreased17

Sold Out2

Top 10 Stock Holdingstotal 86.37%
SCHB27.83

IWV16.41

DJP9.17

IJJ7.54

BCM4.69

 
VNQ4.49

VTI4.32

SPHQ4.18

TDTF4.09

CSJ3.65

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHB
27.83%
US BRD MKT ETF
IWV
16.41%
RUSSELL 3000 ETF
DJP
9.17%
DJUBS CMDT ETN36
IJJ
7.54%
S&P MC 400VL ETF
BCM
4.69%
IPTH PURE BRD
VNQ
4.49%
REIT ETF
VTI
4.32%
TOTAL STK MKT
SPHQ
4.18%
S&P500 QUALITY
TDTF
4.09%
IBOXX 5YR TRGT
CSJ
3.65%
1-3 YR CR BD ETF
JPST
2.62%
ULTRA SHRT INC
MINT
2.01%
ENHAN SHRT MAT
SLYV
1.03%
S&P 600 SMCP VAL
SCHF
0.95%
INTL EQTY ETF
SCHE
0.6%
EMRG MKTEQ ETF
SCHA
0.49%
US SML CAP ETF
IJH
0.48%
CORE S&P MCP ETF
SCHX
0.4%
US LRG CAP ETF
PXH
0.39%
FTSE RAFI EMNG
EFA
0.37%
MSCI EAFE ETF
THRK
0.35%
RUSSELL 3000 ETF
AOM
0.34%
MODERT ALLOC ETF
AGG
0.32%
CORE TOTUSBD ETF
CORP
0.32%
INV GRD CRP BD
IVW
0.3%
S&P 500 GRWT ETF
IWB
0.29%
RUS 1000 ETF
SPY
0.29%
TR UNIT
BND
0.25%
TOTAL BND MRKT
IVV
0.23%
CORE S&P500 ETF
SCHC
0.22%
INTL SCEQT ETF
IJS
0.18%
SP SMCP600VL ETF
IWM
0.17%
RUSSELL 2000 ETF
VBR
0.14%
SM CP VAL ETF
VTV
0.14%
VALUE ETF
ITR
0.08%
INTR TRM CORP BD
SCHH
0.08%
US REIT ETF
SCHO
0.07%
SHT TM US TRES
IWN
0.06%
RUS 2000 VAL ETF
IWS
0.06%
RUS MDCP VAL ETF
SCHM
0.05%
US MID-CAP ETF
SCHG
0.04%
US LCAP GR ETF
PFIG
0.04%
FNDMNTL IG CRP
DLS
0.04%
INTL SMCAP DIV
VGSH
0.03%
SHTRM GVT BD ETF
GWL
0.03%
S&P WRLD EX US
VEA
0.03%
FTSE DEV MKT ETF
SCPB
0.02%
BARC SHT TR CP
SCHV
0.02%
US LCAP VA ETF
IUSB
0.02%
CORE TL USD BD
ITOT
0.01%
CORE S&P TTL STK
EEM
0.01%
MSCI EMG MKT ETF
GMM
0.01%
EMERG MKTS ETF
SHV
0.01%
SHRT TRS BD ETF
VIG
0.01%
DIV APP ETF
USMV
0.01%
USA MIN VOL ETF
IYY
< 0.01%
DOW JONES US ETF
VGK
< 0.01%
FTSE EUROPE ETF
SPLV
< 0.01%
S&P500 LOW VOL
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
PXH
0.23%
EMER MRKT PORT
PFIG
0.03%
FND INV GR CP