45. Evensky & Katz

Rank: 45
Location: Coral Gables, FL
Total Assets: $2,741,464,064
ETF Assets: $977,280,000
Website: www.evensky.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 83
Total Value of All ETF Holdings: $977,280,000
Number of Issuers: 12
Number of Sectors: 16
  • Top 5 ETF Holdings
    1. SCHB: $175,770,000
    2. IWV: $97,150,000
    3. ITOT: $77,227,000
    4. AVUV: $61,620,000
    5. IJJ: $58,650,000
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Small Cap Blend Equities
    3. Mid Cap Value Equities
    4. Government Bonds
    5. Foreign Large Cap Equities
  • Top 5 ETF Issuers
    1. Schwab
    2. iShares
    3. American Century
    4. Vanguard
    5. Invesco

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.evensky.com 2023 Top 100 ETF Power Users