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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 $1,411,411,277
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 3,887,805 $128,258,673 9.09%
2.
Sprott Physical Gold Trust
 PHYS 5,026,589 $120,939,728 8.57%
3.
Apple Inc.
 AAPL 416,595 $92,538,239 6.56%
4.
Dimensional Etf Trust
 1,075,829 $64,280,792 4.55%
5.
Dimensional Etf Trust
 2,384,699 $62,479,122 4.43%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)