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  Name: EVENSKY & KATZ INC
  City: CORAL GABLES
  State: FL
  Zip: 33134
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,417,107,000
  Total Value Change : $87,784,000
  Securities Held Change : 1
   
All Securities Held : 88
  New Positions : 2
  Closed Positions : 1
  Increased Positions : 30
  Unchanged Positions : 10
  Decreased Positions : 46

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Holdings Found : 10     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 52 - $180.50 $1,030,000 5,513 0.07% 71,000 0 0.004    Closed - End Fund - E...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 71 - $77.83 $244,000 3,050 0.02% 14,000 0 0    Closed - End Fund - E...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 72 - $172.79 $200,000 1,116 0.01% 16,000 0 0    Closed - End Fund - E...
   (MDYV)1 Year Chart         MDYV streetTRACKS Series Trust -... 79 - $72.23 $46,000 603 0% 2,000 0 0    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 80 - $241.69 $38,000 152 0% 3,000 0 0    Closed - End Fund - E...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 83 - $60.45 $27,000 447 0% 1,000 0 0    Closed - End Fund - E...
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 84 - $258.17 $12,000 45 0% 1,000 0 0    Closed - End Fund - E...
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 85 - $35.44 $7,000 190 0% 1,000 0 0    Closed - End Fund - E...
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 86 - $42.23 $4,000 96 0% 0 0 0    Closed - End Fund - E...
   (VOX)1 Year Chart         VOX Vanguard Telecom Services ETF 87 - $135.41 $2,000 19 0% 0 0 0    Closed - End Fund - E...

      10 Records Found
  1    
Page 1 of 1
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