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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 Period2017-12-31

Total Holdings51

Total Value ($x1000)608,558
Activities
New0

Increased33

Unchanged7

Decreased11

Sold Out0

Top 10 Stock Holdingstotal 84.1%
SCHB26.99

IWV18.47

IJJ7.77

BCM4.95

VTI4.62

 
VNQ4.56

SPHQ4.36

SPLV4.2

USMV4.19

CSJ3.99

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHB
26.99%
US BRD MKT ETF
IWV
18.47%
RUSSELL 3000 ETF
IJJ
7.77%
S&P MC 400VL ETF
BCM
4.95%
IPTH PURE BRD
VTI
4.62%
TOTAL STK MKT
VNQ
4.56%
REIT ETF
SPHQ
4.36%
S&P 500 HGH QLTY
SPLV
4.2%
S&P500 LOW VOL
USMV
4.19%
USA MIN VOL ETF
CSJ
3.99%
1-3 YR CR BD ETF
TDTF
3.94%
IBOXX 5YR TRGT
MGC
2.91%
MEGA CAP INDEX
MINT
2.61%
ENHAN SHRT MAT
SCHF
0.94%
INTL EQTY ETF
IJH
0.56%
CORE S&P MCP ETF
SCHE
0.55%
EMRG MKTEQ ETF
SCHA
0.5%
US SML CAP ETF
EFA
0.43%
MSCI EAFE ETF
SCHX
0.41%
US LRG CAP ETF
BND
0.39%
TOTAL BND MRKT
AGG
0.37%
CORE TOTUSBD ETF
IVW
0.32%
S&P 500 GRWT ETF
IWB
0.29%
RUS 1000 ETF
SCHC
0.23%
INTL SCEQT ETF
SPY
0.22%
TR UNIT
IVV
0.2%
CORE S&P500 ETF
IJS
0.19%
SP SMCP600VL ETF
IWM
0.19%
RUSSELL 2000 ETF
VTV
0.15%
VALUE ETF
SCHO
0.08%
SHT TM US TRES
IWS
0.08%
RUS MDCP VAL ETF
IWN
0.07%
RUS 2000 VAL ETF
SCHG
0.05%
US LCAP GR ETF
SCHM
0.05%
US MID-CAP ETF
AOM
0.04%
MODERT ALLOC ETF
SCHH
0.04%
US REIT ETF
VGSH
0.03%
SHTRM GVT BD ETF
SCHV
0.02%
US LCAP VA ETF
ITOT
0.02%
CORE S&P TTL STK
EEM
0.01%
MSCI EMG MKT ETF
DJP
0.01%
DJUBS CMDT ETN36
VIG
0.01%
DIV APP ETF
IYY
< 0.01%
DOW JONES US ETF
VGK
< 0.01%
FTSE EUROPE ETF
SCHD
< 0.01%
US DIVIDEND EQ
IOO
< 0.01%
GLOBAL 100 ETF
SHV
< 0.01%
SHRT TRS BD 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