Evensky & KATZ LLC

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Assets, Funds, Holdings

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Evensky & KATZ LLC
CRD #109698
SEC #801-60104
CIK #0001357867
AUM$1.8 BB
Employees19
Phone305-448-8882
Address4000 Ponce De Leon Boulevard Suite 850
Coral Gables, FL 33146
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SCHB 164.2
IJJ 47.3
VTI 28.1
VNQ 27.7
USMV 25.5
IGSB 24.3
TDTF 24.0
MGC 17.7
SCHF 5.7
IJH 3.4
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Holdings by Sector ($BB)