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Home > Institutional Investor > Evensky & Katz Llc > Profile

Instuitional Investor - Evensky & Katz Llc

Fund Profile
Filing Period:
Fund Name: Evensky & Katz Llc
Portfolio Value $1,637,476
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 8,780,332 $209,235 12.78%
2.
Dimensional Etf Trust
 6,146,161 $191,084 11.67%
3.
Ishares Trust
 IEF 1,388,351 $187,483 11.45%
4.
Ishares Trust
 IEF 360,844 $126,656 7.73%
5.
Avantis Small Cap Value Etf
 1,221,718 $111,298 6.8%
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)