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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 Period2018-06-30

Total Holdings65

Total Value ($x1000)570,739
Activities
New6

Increased26

Unchanged13

Decreased20

Sold Out3

Top 10 Stock Holdingstotal 89.51%
SCHB30.7

IWV18.81

IJJ8.62

BCM5.5

VNQ5.16

 
VTI4.97

SPHQ4.41

TDTF4.36

CSJ4.33

MINT2.65

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHB
30.7%
US BRD MKT ETF
IWV
18.81%
RUSSELL 3000 ETF
IJJ
8.62%
S&P MC 400VL ETF
BCM
5.5%
IPTH PURE BRD
VNQ
5.16%
REIT ETF
VTI
4.97%
TOTAL STK MKT
SPHQ
4.41%
S&P500 QUALITY
TDTF
4.36%
IBOXX 5YR TRGT
CSJ
4.33%
1-3 YR CR BD ETF
MINT
2.65%
ENHAN SHRT MAT
SLYV
1.2%
S&P 600 SMCP VAL
JPST
1.1%
ULTRA SHRT INC
SCHF
1.07%
INTL EQTY ETF
SCHE
0.66%
EMRG MKTEQ ETF
SCHA
0.57%
US SML CAP ETF
IJH
0.56%
CORE S&P MCP ETF
SCHX
0.45%
US LRG CAP ETF
EFA
0.43%
MSCI EAFE ETF
AGG
0.38%
CORE TOTUSBD ETF
IVW
0.36%
S&P 500 GRWT ETF
IWB
0.32%
RUS 1000 ETF
BND
0.29%
TOTAL BND MRKT
SPY
0.29%
TR UNIT
SCHC
0.26%
INTL SCEQT ETF
THRK
0.26%
RUSSELL 3000 ETF
IVV
0.25%
CORE S&P500 ETF
PXH
0.23%
EMER MRKT PORT
IJS
0.21%
SP SMCP600VL ETF
IWM
0.21%
RUSSELL 2000 ETF
VBR
0.17%
SM CP VAL ETF
SCHH
0.17%
US REIT ETF
CORP
0.16%
INV GRD CRP BD
VTV
0.15%
VALUE ETF
AOM
0.14%
MODERT ALLOC ETF
IWN
0.07%
RUS 2000 VAL ETF
IWS
0.07%
RUS MDCP VAL ETF
SCHM
0.06%
US MID-CAP ETF
ITR
0.05%
INTR TRM CORP BD
SCHG
0.05%
US LCAP GR ETF
DLS
0.04%
INTL SMCAP DIV
VEA
0.03%
FTSE DEV MKT ETF
PFIG
0.03%
FND INV GR CP
SCHO
0.03%
SHT TM US TRES
SCHV
0.03%
US LCAP VA ETF
GWL
0.02%
S&P WRLD EX US
SCPB
0.02%
BARC SHT TR CP
EEM
0.02%
MSCI EMG MKT ETF
ITOT
0.01%
CORE S&P TTL STK
DJP
0.01%
DJUBS CMDT ETN36
GMM
0.01%
EMERG MKTS ETF
VIG
0.01%
DIV APP ETF
USMV
0.01%
USA MIN VOL ETF
IUSB
0.01%
CORE TL USD BD
IYY
< 0.01%
DOW JONES US ETF
SHV
< 0.01%
SHRT TRS BD ETF
SPLV
< 0.01%
S&P500 LOW VOL
VSS
< 0.01%
FTSE SMCAP ETF
SCHD
< 0.01%
US DIVIDEND EQ
IOO
< 0.01%
GLOBAL 100 ETF
VGSH
< 0.01%
SHTRM GVT BD ETF
IYF
< 0.01%
U.S. FINLS ETF
VGK
< 0.01%
FTSE EUROPE ETF
VUG
< 0.01%
GROWTH ETF
ISRA
< 0.01%
ISRAEL ETF
GURU
< 0.01%
GLB X FTSE NOR
SPHQ
4.17%
S&P 500 HGH QLTY
SLYV
1.09%
PRN
SPLV
< 0.01%
S&P500 LOW VOL