Tenencias informadas de la
Evensky & KATZ LLC

Legal Name: EVENSKY & KATZ, LLC

Período de informe: Mar 31, 2019
Fecha de vigencia: Aug 6, 2019

Seguridad	Acciones mantenidas / Cantidad principal	Valor de mercado
SCHWAB STRATEGIC TR (808524102)	2,757,229	$187,629k
ISHARES RUS (464287689)	629,981	$105,017k
ISHARES (464287705)	307,840	$48,321k
BARCLAYS BK PLC (06740P114)	1,085,970	$30,444k
FLEXSHARES TR (33939L605)	1,142,905	$28,429k
VANGUARD INDEX FDS TOTAL STK MKT (922908769)	195,451	$28,283k
Invesco S&P 500 High Q(sphq) (46137V241)	870,650	$27,991k
ISHARES (464288646)	508,629	$26,865k
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)	287,969	$25,027k
JP MORGAN EXCHANGE TRADED FD (46641Q837)	386,810	$19,456k
ISHARES TR (46434V456)	508,933	$14,845k
Vanguard International Dividen (921946810)	180,657	$11,670k
PIMCO ETF TR (72201R833)	107,236	$10,890k
MANAGED PORTFOLIO SER (56167N720)	445,345	$10,635k
SCHWAB STRATEGIC TR (808524805)	317,463	$9,939k
SPDR SERIES TRUST (78464A300)	162,208	$9,781k
SCHWAB STRATEGIC TR US REIT ETF (808524847)	187,393	$8,325k
Schwab Aggregate Bond ETF (SCH (808524839)	158,781	$8,237k
ISHARES TR CORE S&P TTL STK (464287150)	121,783	$7,842k
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL (921932778)	55,837	$7,114k
JOHN HANCOCK ETF TRUST (47804J859)	244,901	$6,876k
SCHWAB STRATEGIC TR (808524706)	180,942	$4,706k
SPDR SERIES TRUST (78464A805)	132,106	$4,647k
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)	42,180	$3,949k
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)	11,092	$3,831k
VANGUARD BD INDEX FD INC (921937827)	47,706	$3,796k
PIMCO ETF TR (72201R817)	35,903	$3,724k
ISHARES TR (46434V266)	110,301	$3,157k
ISHARES TR CORE S&P500 ETF (464287200)	10,927	$3,109k
SCHWAB STRATEGIC TR (808524201)	40,593	$2,744k
ISHARES TR RUS 1000 VAL ETF (464287598)	21,423	$2,645k
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)	21,892	$2,361k
SCHWAB STRATEGIC TR (808524888)	66,428	$2,142k
ISHARES TR CORE MSCI EAFE (46432F842)	34,806	$2,115k
ISHARES TR S&P 500 GRWT ETF (464287309)	11,452	$1,973k
ISHARES TR RUS 1000 ETF (464287622)	12,027	$1,892k
ISHARES TR RUS MID CAP ETF (464287499)	32,638	$1,760k
Invesco BulletShares 2020 Corp Bd ETF (46138J502)	78,904	$1,674k
ISHARES TR CORE US AGGBD ET (464287226)	14,940	$1,629k
SPDR S&P 500 ETF TR TR UNIT (78462F103)	5,540	$1,565k
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)	17,112	$1,389k
ISHARES (464287887)	7,612	$1,358k
S&P WRLD EX US (78463X889)	44,580	$1,302k
VANGUARD INDEX FDS SMALL CP ET (922908751)	8,375	$1,279k
ISHARES TR (464289875)	33,445	$1,272k
INVESCO EXCHNG TRADED FD TR (46138E727)	53,815	$1,152k
ISHARES (464287879)	7,554	$1,114k
ISHARES TR RUS 1000 GRW ETF (464287614)	7,289	$1,103k
ISHARES (464288885)	13,785	$1,068k
ISHARES TR S&P 500 VAL ETF (464287408)	8,630	$973k
ISHARES TR RUSSELL 2000 ETF (464287655)	6,273	$960k
JOHN HANCOCK ETF TRUST (47804J834)	37,022	$945k
VANGUARD INDEX FDS SM CP VAL ETF (922908611)	7,249	$933k
VANGUARD INDEX FDS VALUE ETF (922908744)	8,656	$931k
ISHARES SHORT MATURITY MUNICIPAL BOND ETF (46431W838)	16,924	$847k
JOHN HANCOCK ETF TRUST (47804J842)	30,666	$794k
SPDR SERIES TRUST (78464A375)	18,568	$634k
WISDOMTREE TR (97717W760)	8,555	$563k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)	13,089	$534k
ISHARES TR S&P MC 400GR ETF (464287606)	2,323	$508k
SCHWAB STRATEGIC T (808524862)	9,950	$499k
ISHARES (464287465)	6,613	$428k
ISHARES TR RUS MDCP VAL ETF (464287473)	4,793	$416k
BARCLAYS ETN SHILLER CAPE ETN (06742A669)	3,137	$408k
ISHARES (464288273)	6,181	$355k
ISHARES (464287630)	2,851	$341k
SPDR Nuveen Bloomberg Municipa (78468R721)	6,502	$320k
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)	5,712	$316k
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)	3,716	$295k
ISHARES (464288877)	5,834	$285k
SPDR DOW JONES INDL (78467X109)	1,073	$278k
INVESCO EXCHNG TRADED FD TR (46138E693)	10,859	$275k
INVESCO QQQ TR UNIT SER 1 (46090E103)	1,464	$263k
ISHARES TR (46434V613)	5,162	$261k
ISHARES TR (464287846)	2,470	$242k
ISHARES (464287168)	2,470	$242k
Invesco Bullestshares 2021 (BS (46138J700)	10,568	$222k
BARCLAYS BK PLC (06738C778)	8,896	$201k
VANGUARD GROUP (921908844)	1,519	$166k
ISHARES INC CORE MSCI EMKT (46434G103)	3,131	$161k
BARCLAYS SHORT TERM CORP BOND (78464A47A)	5,244	$160k
SPDR SERIES TRUST (78464A474)	5,244	$160k
SCHWAB STRATEGIC TRUST (808524409)	2,695	$147k
ISHARES U (464287739)	1,678	$146k
INVESCO EXCHANGETRAD (46137V357)	1,363	$142k
VANGUARD SCOTTSDALE FDS (92206C102)	2,361	$142k
VANGUARD INDEX FDS MID CAP ETF (922908629)	816	$131k
SPDR SER TR (78468R739)	2,385	$115k
ISHARES TR RUS MD CP GR ETF (464287481)	770	$104k
SPDR Portfolio Emerging Market (78463X509)	2,533	$90k
Ishares Core 1-5 Year Usd Bond Etf (46432F859)	1,489	$74k
VANGUARD INTL EQUITY INDEX F (922042866)	1,114	$73k
ISHARES (464287234)	1,524	$65k
ISHARES NORTH AMERICAN NATURAL RESOURCES (464287374)	1,773	$55k
ISHARES TR (464288679)	476	$52k
SPDR SERIES TRUST (78464A607)	515	$50k
ISHARES TR NATIONAL MUN ETF (464288414)	354	$39k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)	887	$37k
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)	122	$31k
ISHARES TR CORE S&P SCP ETF (464287804)	372	$28k
ISHARES TR RUS 2000 GRW ETF (464287648)	103	$20k
VANGUARD INTL EQUITY INDEX F (922042874)	343	$18k
INVESCO EXCH TRD SLF IDX FD (46138J304)	847	$17k
ISHARES TR (46429B697)	256	$15k
INVESCO EXCHNG TRADED FD TR (46138E354)	281	$14k
SCHWAB STRATEGIC TRUST (808524730)	487	$13k
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)	236	$12k
WISDOMTREE TR (97717W604)	446	$12k
ISHARES TR (464287572)	179	$8k
VANGUARD INTL EQUITY (922042718)	57	$6k
GLOBAL X FDS (37950E341)	61	$2k
VANGUARD INDEX FDS GROWTH ETF (922908736)	6	$1k

Tenencias informadas de la Evensky & KATZ LLC

Empresas recientemente buscadas

Tenencias informadas de la
Evensky & KATZ LLC