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| Name: |
EVENSKY & KATZ INC |
| City: |
CORAL GABLES |
| State: |
FL |
| Zip: |
33134 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
10 |
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Unchanged Positions |
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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 |
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 |
iShares TR MSCI EAFE Indx FD |
71 |
- |
$77.83 |
$244,000 |
3,050 |
0.02% |
14,000 |
0 |
0 |
Closed - End Fund - E... |
|
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IWD |
iShares Russell 1000 Value |
72 |
- |
$172.79 |
$200,000 |
1,116 |
0.01% |
16,000 |
0 |
0 |
Closed - End Fund - E... |
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MDYV |
streetTRACKS Series Trust -... |
79 |
- |
$72.23 |
$46,000 |
603 |
0% |
2,000 |
0 |
0 |
Closed - End Fund - E... |
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VO |
Vanguard Mid Cap VIPERS |
80 |
- |
$241.69 |
$38,000 |
152 |
0% |
3,000 |
0 |
0 |
Closed - End Fund - E... |
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VXUS |
Vanguard Total Internationa... |
83 |
- |
$60.45 |
$27,000 |
447 |
0% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
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IWO |
iShares Russell 2000 Growth |
84 |
- |
$258.17 |
$12,000 |
45 |
0% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
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GWL |
St Spdr S&P Wld Xus |
85 |
- |
$35.44 |
$7,000 |
190 |
0% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
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EEM |
iShares MSCI Emrg Mkt Income |
86 |
- |
$42.23 |
$4,000 |
96 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
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VOX |
Vanguard Telecom Services ETF |
87 |
- |
$135.41 |
$2,000 |
19 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
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