EK
Evensky & Katz Portfolio holdings
AUM
$1.72B
1-Year Est. Return
12.5%
1 Year Est. Return
+12.5%
AUM
$1.64B
AUM Growth
+$147M
(+9.9%)
Holding
79
Top Buys
| 1 | +$26M | |
| 2 | +$23.2M | |
| 3 | +$19.2M | |
| 4 |
Vanguard Russell 3000 ETF
VTHR
|
+$9.84M |
| 5 |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
|
+$1.53M |
Top Sells
| 1 | +$17.2M | |
| 2 | +$5.79M | |
| 3 | +$5.73M | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$5.39M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$4.69M |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares S&P 500 Growth ETF
IVW
$66.9B
| – | – |
-23,772
|
|
||
77
iShares Russell 1000 Growth ETF
IWF
$124B
| – | – |
-2,260
|
|
||
78
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
| – | – |
-1,368
|
|
||
79
Schwab US Large-Cap Growth ETF
SCHG
$52.6B
| – | – |
-22,495
|
|