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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 Period2018-03-31

Total Holdings62

Total Value ($x1000)579,711
Activities
New13

Increased21

Unchanged8

Decreased20

Sold Out2

Top 10 Stock Holdingstotal 88.15%
SCHB28.19

IWV18.5

IJJ7.99

CORP6.26

BCM5.28

 
VTI4.76

VNQ4.53

TDTF4.26

CSJ4.21

SPHQ4.17

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHB
28.19%
US BRD MKT ETF
IWV
18.5%
RUSSELL 3000 ETF
IJJ
7.99%
S&P MC 400VL ETF
CORP
6.26%
INV GRD CRP BD
BCM
5.28%
IPTH PURE BRD
VTI
4.76%
TOTAL STK MKT
VNQ
4.53%
REIT ETF
TDTF
4.26%
IBOXX 5YR TRGT
CSJ
4.21%
1-3 YR CR BD ETF
SPHQ
4.17%
S&P 500 HGH QLTY
MINT
2.64%
ENHAN SHRT MAT
SLYV
1.09%
PRN
SCHF
1.08%
INTL EQTY ETF
SCHE
0.61%
EMRG MKTEQ ETF
IUSB
0.59%
CORE TL USD BD
IJH
0.53%
CORE S&P MCP ETF
SCHA
0.53%
US SML CAP ETF
EFA
0.45%
MSCI EAFE ETF
SCHX
0.43%
US LRG CAP ETF
BND
0.4%
TOTAL BND MRKT
AGG
0.38%
CORE TOTUSBD ETF
IVW
0.33%
S&P 500 GRWT ETF
IWB
0.3%
RUS 1000 ETF
ITR
0.29%
INTR TRM CORP BD
SCHC
0.26%
INTL SCEQT ETF
IVV
0.2%
CORE S&P500 ETF
IJS
0.2%
SP SMCP600VL ETF
IWM
0.19%
RUSSELL 2000 ETF
SPY
0.18%
TR UNIT
VBR
0.17%
SM CP VAL ETF
THRK
0.16%
RUSSELL 3000 ETF
VTV
0.15%
VALUE ETF
SCHH
0.11%
US REIT ETF
IWS
0.07%
RUS MDCP VAL ETF
IWN
0.07%
RUS 2000 VAL ETF
PXH
0.06%
EMER MRKT PORT
SCHM
0.05%
US MID-CAP ETF
SCHO
0.05%
SHT TM US TRES
SCHG
0.05%
US LCAP GR ETF
DLS
0.04%
INTL SMCAP DIV
PFIG
0.03%
FND INV GR CP
SCHV
0.02%
US LCAP VA ETF
GWL
0.02%
S&P WRLD EX US
SCPB
0.02%
BARC SHT TR CP
EEM
0.01%
MSCI EMG MKT ETF
ITOT
0.01%
CORE S&P TTL STK
DJP
0.01%
DJUBS CMDT ETN36
SHV
0.01%
SHRT TRS BD ETF
GMM
0.01%
EMERG MKTS ETF
AOM
0.01%
MODERT ALLOC 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
VSS
< 0.01%
FTSE SMCAP ETF
SPLV
< 0.01%
S&P500 LOW VOL
SCHD
< 0.01%
US DIVIDEND EQ
IOO
< 0.01%
GLOBAL 100 ETF
IYF
< 0.01%
U.S. FINLS ETF
VUG
< 0.01%
GROWTH ETF
ISRA
< 0.01%
ISRAEL ETF
GURU
< 0.01%
GLB X FTSE NOR
MGC
2.91%
MEGA CAP INDEX
VGSH
0.03%
SHTRM GVT BD ETF