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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 Period2019-06-30

Total Holdings109

Total Value ($x1000)722,521
Activities
New0

Increased9

Unchanged0

Decreased100

Sold Out3

Top 10 Stock Holdingstotal 73.91%
SCHB27.41

IWV13.86

IJJ6.9

BCM4.23

TDTF4.14

 
VTI3.96

SPHQ3.93

CSJ3.82

VNQ3.48

IQLT2.18

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHB
27.41%
US BRD MKT ETF
IWV
13.86%
RUSSELL 3000 ETF
IJJ
6.9%
S&P MC 400VL ETF
BCM
4.23%
IPTH PURE BRD
TDTF
4.14%
IBOXX 5YR TRGT
VTI
3.96%
TOTAL STK MKT
SPHQ
3.93%
S&P500 QUALITY
CSJ
3.82%
1-3 YR CR BD ETF
VNQ
3.48%
REIT ETF
IQLT
2.18%
INTL DEV QL FC
JPST
2.09%
ULTRA SHRT INC
VIGI
1.66%
INTL DVD ETF
SCHF
1.46%
INTL EQTY ETF
TPYP
1.45%
TORTOISE NRAM PI
MINT
1.34%
ENHAN SHRT MAT
SLYV
1.27%
S&P 600 SMCP VAL
SCHZ
1.2%
US AGGREGATE B
ITOT
1.13%
CORE S&P TTL STK
SCHH
1.12%
US REIT ETF
VIOV
1.01%
SMLCP 600 VAL
JHMD
0.96%
MULTI INTL ETF
THRK
0.9%
RUSSELL 3000 ETF
BSV
0.57%
SHORT TRM BOND
MDY
0.54%
UTSER1 S&PDCRP
IVV
0.53%
CORE S&P500 ETF
SCHE
0.53%
EMRG MKTEQ ETF
ISCF
0.44%
MSCI INT SMLCP
SCHA
0.41%
US SML CAP ETF
SCHX
0.39%
US LRG CAP ETF
IWD
0.37%
RUS 1000 VAL ETF
VOE
0.34%
MCAP VL IDXVIP
SCHC
0.31%
INTL SCEQT ETF
IEFA
0.29%
CORE MSCI EAFE
IVW
0.28%
S&P 500 GRWT ETF
IWB
0.27%
RUS 1000 ETF
PXH
0.25%
FTSE RAFI EMNG
IWR
0.25%
RUS MID-CAP ETF
JHSC
0.25%
MULTIFACTR SML
BSCK
0.24%
BULSHS 2020 CB
AGG
0.23%
CORE TOTUSBD ETF
SPY
0.22%
TR UNIT
BND
0.19%
TOTAL BND MRKT
GWL
0.19%
S&P WRLD EX US
IJT
0.19%
SP SMCP600GR ETF
VB
0.18%
SMALL CP ETF
IEMG
0.16%
CORE MSCI EMKT
GMM
0.16%
EMERG MKTS ETF
EFG
0.16%
EAFE GRWTH ETF
IJS
0.15%
SP SMCP600VL ETF
IWF
0.15%
RUS 1000 GRW ETF
IWM
0.14%
RUSSELL 2000 ETF
IVE
0.14%
S&P 500 VAL ETF
VTV
0.13%
VALUE ETF
JHEM
0.13%
MULTFCTR EMRNG
VBR
0.13%
SM CP VAL ETF
MEAR
0.11%
SHR MAT MU ETF
PFIG
0.11%
FNDMNTL IG CRP
AOM
0.09%
MODERT ALLOC ETF
DLS
0.08%
INTL SMCAP DIV
VEA
0.08%
FTSE DEV MKT ETF
IJK
0.07%
S&P MC 400GR ETF
EFA
0.06%
MSCI EAFE ETF
IWS
0.06%
RUS MDCP VAL ETF
CAPE
0.06%
BARC ETN+SHILL
BARCLAYS...
0.06%
COM
SCPB
0.06%
BARC SHT TR CP
SCZ
0.05%
EAFE SML CP ETF
QQQ
0.05%
UNIT SER 1
IWN
0.05%
RUS 2000 VAL ETF
SCHM
0.05%
US MID-CAP ETF
SCHG
0.04%
US LCAP GR ETF
TFI
0.04%
NUVN BRCLY MUNI
EFV
0.04%
EAFE VALUE ETF
BSCL
0.04%
BULSHS 2021 CB
DIA
0.04%
UT SER 1
CORP
0.03%
INV GRD CRP BD
DJP
0.03%
DJUBS CMDT ETN36
VIG
0.02%
DIV APP ETF
SCHV
0.02%
US LCAP VA ETF
RSP
0.02%
S&P500 EQL WGT
VO
0.02%
MID CAP ETF
IYR
0.02%
U.S. REAL ES ETF
VSS
0.02%
FTSE SMCAP ETF
IWP
0.02%
RUS MD CP GR ETF
SHM
0.01%
NUVN BR SHT MUNI
VPL
0.01%
MEGA CAP GRO ETF
SCHO
0.01%
SHT TM US TRES
EEM
0.01%
MSCI EMG MKT ETF
ITR
0.01%
INTR TRM CORP BD
RWR
0.01%
DJ REIT ETF
IGE
0.01%
NA NAT RES
ISTB
0.01%
CORE STRM USBD
MUB
0.01%
NAT AMT FREE BD
VGSH
0.01%
SHTRM GVT BD ETF
VWO
0.01%
FTSE EMR MKT ETF
VOO
< 0.01%
SHS
DVY
< 0.01%
SELECT DIVID ETF
IJR
< 0.01%
CORE S&P SCP ETF
BSCJ
< 0.01%
BULSHS 2019 CB
IYY
< 0.01%
DOW JONES US ETF
IWO
< 0.01%
RUS 2000 GRW ETF
USMV
< 0.01%
USA MIN VOL ETF
SPLV
< 0.01%
S&P500 LOW VOL
FNDE
< 0.01%
SCHWB FDT EMK LG
SCHD
< 0.01%
US DIVIDEND EQ
DES
< 0.01%
SMALLCAP DIVID
IOO
< 0.01%
GLOBAL 100 ETF
GURU
< 0.01%
GLB X FTSE NOR
VUG
< 0.01%
GROWTH ETF
IUSB
0.04%
CORE TL USD BD
SHV
0.01%
SHRT TRS BD ETF
VGK
< 0.01%
FTSE EUROPE ETF