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Home > Institutional Investor > Evanson Asset Management, Llc > Profile

Instuitional Investor - Evanson Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Evanson Asset Management, Llc
Portfolio Value $1,231,258,052
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 3,917,435 $114,506,636 9.29%
2.
Sprott Physical Gold Trust
 PHYS 6,403,239 $102,003,598 8.28%
3.
Apple Inc.
 AAPL 425,802 $81,979,594 6.65%
4.
Dimensional Etf Trust
 2,871,582 $70,124,037 5.69%
5.
Dimensional Etf Trust
 1,159,770 $60,690,740 4.92%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)