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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 $1,609,177,562
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 3,997,319 $143,263,900 8.9%
2.
Sprott Physical Gold Trust
 PHYS 4,843,086 $122,772,226 7.63%
3.
Vanguard Instl Index Fd
 1,051,728 $79,458,036 4.94%
4.
Dimensional Etf Trust
 2,385,071 $70,049,530 4.35%
5.
Apple Inc.
 AAPL 340,073 $69,772,793 4.34%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)