Evensky & Katz LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 8, 2024
Value $
$1.54B
Signature - Title
Mena Bielow - Chief Compliance Officer
Location
Coral Gables, FL
Summary
This page shows a list of all the recent 13F filings made by Evensky & Katz LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Evensky & Katz LLC reported 84 stock holdings with total value $1.54B as of Q3 2024. Top holdings included SCHB, ITOT, DFIC, IWV, and AVUV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 84 $1.54B +$26M -$12.6M +$13.4M SCHB, ITOT, DFIC, IWV, AVUV 13F-HR 10/8/2024, 02:00 PM
Q2 2024 85 $1.44B +$27.1M -$18M +$9.06M SCHB, DFIC, ITOT, IWV, AVUV 13F-HR 7/26/2024, 09:57 AM
Q1 2024 88 $1.42B +$59.2M -$56.6M +$2.61M SCHB, DFIC, ITOT, IWV, AVUV 13F-HR 4/8/2024, 02:40 PM
Q4 2023 87 $1.33B +$54.4M -$14.8M +$39.7M SCHB, DFIC, ITOT, IWV, AVUV 13F-HR 2/14/2024, 02:31 PM
Q3 2023 88 $1.17B +$3.54M -$112M -$108M SCHB, DFIC, IWV, ITOT, AVUV 13F-HR 10/10/2023, 07:52 AM
Q2 2023 88 $1.32B +$42.7M -$26.8M +$15.9M SCHB, DFIC, ITOT, IWV, AVUV 13F-HR 7/24/2023, 10:08 AM
Q1 2023 87 $1.24B +$102M -$31.2M +$70.5M SCHB, DFIC, ITOT, IWV, AVUV 13F-HR 4/20/2023, 10:28 AM
Q4 2022 87 $1.11B +$268M -$68M +$200M SCHB, DFIC, IWV, ITOT, AVUV 13F-HR 1/12/2023, 09:23 AM
Q3 2022 82 $845M +$56.1M -$35.6M +$20.5M SCHB, IWV, ITOT, IJJ, VTI 13F-HR 10/19/2022, 09:54 AM
Q2 2022 78 $872M +$90.2M -$82.4M +$7.76M SCHB, IWV, ITOT, IJJ, VTI 13F-HR 7/19/2022, 03:19 PM
Q1 2022 75 $1.01B +$160M -$23.6M +$136M SCHB, IWV, ITOT, IJJ, VTI 13F-HR 4/28/2022, 01:17 PM
Q4 2021 74 $1.04B +$35.2M -$15.5M +$19.8M SCHB, IWV, ITOT, IJJ, JHMD 13F-HR 2/15/2022, 07:55 PM
Q3 2021 70 $957M +$15.8M -$30.3M -$14.5M SCHB, IWV, ITOT, IJJ, JHMD 13F-HR 10/6/2021, 10:46 AM
Q2 2021 72 $981M +$32.7M -$14.1M +$18.5M SCHB, IWV, ITOT, IJJ, JHMD 13F-HR 8/4/2021, 10:37 AM
Q1 2021 75 $904M +$77.6M -$39.8M +$37.8M SCHB, IWV, IJJ, ITOT, JHMD 13F-HR 4/9/2021, 11:45 AM
Q4 2020 77 $808M +$56.7M -$59.8M -$3.15M SCHB, IWV, IJJ, JHMD, ITOT 13F-HR 2/8/2021, 01:08 PM
Q3 2020 79 $738M +$17.7M -$20.8M -$3.15M SCHB, IWV, IJJ, JHMD, IGSB 13F-HR 10/21/2020, 10:29 AM
Q2 2020 89 $693M +$71.5M -$111M -$40M SCHB, IWV, IJJ, JHMD, SPHQ 13F-HR 8/5/2020, 03:53 PM
Q1 2020 101 $636M +$88.3M -$22.5M +$65.8M SCHB, IWV, IJJ, TDTF, IGSB 13F-HR 5/1/2020, 11:44 AM
Q4 2019 100 $720M +$3.64M -$62M -$58.4M SCHB, IWV, IJJ, BCM, SPHQ 13F-HR 2/13/2020, 02:25 PM
Q3 2019 112 $732M +$16.6M -$9.18M +$7.43M SCHB, IWV, IJJ, TDTF, BCM 13F-HR 11/7/2019, 02:14 PM
Q2 2019 109 $721M +$14M -$24M -$10M SCHB, IWV, IJJ, BCM, TDTF 13F-HR 8/6/2019, 09:10 AM
Q1 2019 112 $710M $0 $0 SCHB, IWV, IJJ, BCM, TDTF New Holdings 8/6/2019, 01:52 PM
Q1 2019 112 $710M +$71.9M -$30.1M +$41.8M SCHB, IWV, IJJ, BCM, TDTF 13F-HR 5/7/2019, 02:02 PM
Q4 2018 73 $576M +$80M -$16.7M +$63.3M SCHB, IWV, IJJ, BCM, TDTF 13F-HR 1/29/2019, 11:21 AM
Q3 2018 65 $589M +$27M -$8.06M +$18.9M SCHB, IWV, IJJ, BCM, VNQ 13F-HR 11/15/2018, 09:01 AM
Q2 2018 65 $571M +$51.3M -$75.2M -$23.9M SCHB, IWV, IJJ, BCM, VNQ 13F-HR 8/3/2018, 08:39 AM
Q1 2018 62 $580M +$56.3M -$73.8M -$17.6M SCHB, IWV, IJJ, CORP, BCM 13F-HR 5/4/2018, 09:32 AM
Q4 2017 51 $609M +$8.8M -$6.49M +$2.3M SCHB, IWV, IJJ, BCM, VTI 13F-HR 1/30/2018, 09:10 AM
Q3 2017 51 $579M +$9.4M -$6.17M +$3.23M SCHB, IWV, IJJ, BCM, VNQ 13F-HR 11/7/2017, 01:21 PM
Q2 2017 48 $558M +$15.6M -$11.1M +$4.48M SCHB, IWV, IJJ, VNQ, BCM 13F-HR 8/3/2017, 09:52 AM
Q1 2017 48 $545M +$25.3M -$22.3M +$2.93M SCHB, IWV, IJJ, BCM, VNQ 13F-HR 4/25/2017, 10:08 AM
Q4 2016 48 $519M +$15.3M -$8.86M +$6.43M IWV, SCHB, IJJ, BCM, TDTF 13F-HR 1/23/2017, 11:01 AM
Q3 2016 47 $502M +$76.7M -$36.8M +$40M IWV, SCHB, IJJ, VNQ, BCM 13F-HR 11/14/2016, 08:49 AM
Q2 2016 50 $452M +$28.2M -$15.2M +$13M IWV, SCHB, IJJ, SPLV, SPHQ 13F-HR 7/28/2016, 02:32 PM
Q1 2016 50 $428M +$34M -$26M +$8.04M IWV, SCHB, IJJ, SPHQ, SPLV 13F-HR 5/4/2016, 10:55 AM
Q4 2015 48 $411M +$38.2M -$3.49M +$34.8M IWV, SCHB, IJJ, IGSB, SPHQ 13F-HR 2/16/2016, 11:01 AM
Q3 2015 48 $364M +$17.8M -$7.48M +$10.3M IWV, SCHB, IJJ, IGSB, TDTF 13F-HR 11/4/2015, 09:55 AM
Q2 2015 48 $380M +$19.4M -$8.38M +$11M IWV, SCHB, IJJ, IGSB, TDTF 13F-HR 8/14/2015, 03:12 PM
Q1 2015 48 $371M +$39.3M -$8.32M +$31M IWV, IJJ, SCHB, TDTF, IGSB 13F-HR 5/14/2015, 03:50 PM
Q4 2014 43 $336M +$26.4M -$31.8M -$5.4M IWV, IJJ, SCHB, TDTF, USMV 13F-HR 2/18/2015, 10:53 AM
Q3 2014 45 $332M +$68.9M -$2.15M +$66.8M IWV, IJJ, TDTF, MGC, SPHQ 13F-HR 11/12/2014, 04:29 PM
Q2 2014 35 $266M +$309K -$2.66M -$2.35M IWV, IJJ, MGC, SPHQ, SPLV 13F-HR 7/24/2014, 04:05 PM
Q1 2014 35 $258M +$1.42M -$5.88M -$4.46M IWV, IJJ, MGC, SPHQ, IGSB 13F-HR 4/28/2014, 10:47 AM
Q4 2013 35 $258M $0 $0 IWV, IJJ, MGC, SPHQ, IGSB 13F-HR 1/28/2014, 01:34 PM