Notify me when Evensky & Katz LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 72 | $1,772,453,000 | +$21,538,228 | -$15,216,537 | +$6,321,691 | ITOT, SCHB, DFIC, IWV, AVUV | 13F-HR | 05 Feb 2026, 13:48 |
| Q3 2025 | 73 | $1,723,738,000 | +$31,707,909 | -$52,136,271 | -$20,428,362 | SCHB, ITOT, DFIC, IWV, AVUV | 13F-HR | 13 Nov 2025, 08:34 |
| Q2 2025 | 73 | $1,637,476,000 | +$83,205,848 | -$61,867,788 | +$21,338,060 | SCHB, DFIC, ITOT, IWV, AVUV | 13F-HR | 22 Jul 2025, 11:35 |
| Q1 2025 | 78 | $1,490,609,000 | +$32,121,633 | -$32,113,032 | +$8,601 | SCHB, DFIC, ITOT, IWV, AVUV | 13F-HR | 13 May 2025, 08:49 |
| Q4 2024 | 78 | $1,528,390,000 | +$170,835,337 | -$13,278,638 | +$157,556,699 | SCHB, ITOT, DFIC, IWV, AVUV | 13F-HR | 13 Feb 2025, 18:13 |
| Q3 2024 | 84 | $1,535,825,000 | +$25,992,388 | -$12,638,294 | +$13,354,094 | SCHB, ITOT, DFIC, IWV, AVUV | 13F-HR | 08 Oct 2024, 14:00 |
| Q2 2024 | 85 | $1,436,190,000 | +$27,088,215 | -$18,028,932 | +$9,059,283 | SCHB, DFIC, ITOT, IWV, AVUV | 13F-HR | 26 Jul 2024, 09:57 |
| Q1 2024 | 88 | $1,417,106,000 | +$59,233,357 | -$56,623,982 | +$2,609,375 | SCHB, DFIC, ITOT, IWV, AVUV | 13F-HR | 08 Apr 2024, 14:40 |
| Q4 2023 | 87 | $1,329,323,000 | +$54,426,908 | -$14,771,967 | +$39,654,941 | SCHB, DFIC, ITOT, IWV, AVUV | 13F-HR | 14 Feb 2024, 14:31 |
| Q3 2023 | 88 | $1,170,521,000 | +$3,538,452 | -$111,707,835 | -$108,169,383 | SCHB, DFIC, IWV, ITOT, AVUV | 13F-HR | 10 Oct 2023, 07:52 |
| Q2 2023 | 88 | $1,318,686,000 | +$42,717,095 | -$26,780,757 | +$15,936,338 | SCHB, DFIC, ITOT, IWV, AVUV | 13F-HR | 24 Jul 2023, 10:08 |
| Q1 2023 | 87 | $1,238,544,000 | +$101,626,492 | -$31,172,744 | +$70,453,748 | SCHB, DFIC, ITOT, IWV, AVUV | 13F-HR | 20 Apr 2023, 10:28 |
| Q4 2022 | 87 | $1,109,004,000 | +$268,363,918 | -$68,008,625 | +$200,355,293 | SCHB, DFIC, IWV, ITOT, AVUV | 13F-HR | 12 Jan 2023, 09:23 |
| Q3 2022 | 82 | $844,735,000 | +$56,120,106 | -$35,574,004 | +$20,546,102 | SCHB, IWV, ITOT, IJJ, VTI | 13F-HR | 19 Oct 2022, 09:54 |
| Q2 2022 | 78 | $871,652,000 | +$90,211,426 | -$82,448,939 | +$7,762,487 | SCHB, IWV, ITOT, IJJ, VTI | 13F-HR | 19 Jul 2022, 15:19 |
| Q1 2022 | 75 | $1,011,621,000 | +$159,976,692 | -$23,640,358 | +$136,336,334 | SCHB, IWV, ITOT, IJJ, VTI | 13F-HR | 28 Apr 2022, 13:17 |
| Q4 2021 | 74 | $1,038,025,000 | +$35,220,314 | -$15,458,330 | +$19,761,984 | SCHB, IWV, ITOT, IJJ, JHMD | 13F-HR | 15 Feb 2022, 19:55 |
| Q3 2021 | 70 | $957,181,000 | +$15,817,403 | -$30,347,167 | -$14,529,764 | SCHB, IWV, ITOT, IJJ, JHMD | 13F-HR | 06 Oct 2021, 10:46 |
| Q2 2021 | 72 | $980,590,000 | +$32,670,704 | -$14,145,139 | +$18,525,565 | SCHB, IWV, ITOT, IJJ, JHMD | 13F-HR | 04 Aug 2021, 10:37 |
| Q1 2021 | 75 | $904,496,000 | +$77,634,069 | -$39,809,195 | +$37,824,874 | SCHB, IWV, IJJ, ITOT, JHMD | 13F-HR | 09 Apr 2021, 11:45 |
| Q4 2020 | 77 | $808,457,000 | +$56,664,303 | -$59,815,465 | -$3,151,162 | SCHB, IWV, IJJ, JHMD, ITOT | 13F-HR | 08 Feb 2021, 13:08 |
| Q3 2020 | 79 | $737,827,000 | +$17,699,135 | -$20,848,863 | -$3,149,728 | SCHB, IWV, IJJ, JHMD, IGSB | 13F-HR | 21 Oct 2020, 10:29 |
| Q2 2020 | 89 | $692,872,000 | +$71,479,961 | -$111,434,969 | -$39,955,008 | SCHB, IWV, IJJ, JHMD, SPHQ | 13F-HR | 05 Aug 2020, 15:53 |
| Q1 2020 | 101 | $636,164,000 | +$88,258,337 | -$22,503,814 | +$65,754,523 | SCHB, IWV, IJJ, TDTF, IGSB | 13F-HR | 01 May 2020, 11:44 |
| Q4 2019 | 100 | $719,782,000 | +$3,636,251 | -$61,987,426 | -$58,351,175 | SCHB, IWV, IJJ, BCM, SPHQ | 13F-HR | 13 Feb 2020, 14:25 |
| Q3 2019 | 112 | $732,432,000 | +$16,608,522 | -$9,183,485 | +$7,425,037 | SCHB, IWV, IJJ, TDTF, BCM | 13F-HR | 07 Nov 2019, 14:14 |
| Q2 2019 | 109 | $721,213,000 | +$13,958,467 | -$23,969,569 | -$10,011,102 | SCHB, IWV, IJJ, BCM, TDTF | 13F-HR | 06 Aug 2019, 09:10 |
| Q1 2019 | 112 | $710,456,000 | $0 | $0 | $0 | SCHB, IWV, IJJ, BCM, TDTF | New Holdings | 06 Aug 2019, 13:52 |
| Q1 2019 | 112 | $710,456,000 | +$71,911,634 | -$30,089,539 | +$41,822,095 | SCHB, IWV, IJJ, BCM, TDTF | 13F-HR | 07 May 2019, 14:02 |
| Q4 2018 | 73 | $576,327,000 | +$79,966,272 | -$16,662,123 | +$63,304,149 | SCHB, IWV, IJJ, BCM, TDTF | 13F-HR | 29 Jan 2019, 11:21 |
| Q3 2018 | 65 | $589,450,013 | +$26,960,573 | -$8,056,466 | +$18,904,107 | SCHB, IWV, IJJ, BCM, VNQ | 13F-HR | 15 Nov 2018, 09:01 |
| Q2 2018 | 65 | $570,738,000 | +$51,297,479 | -$75,243,230 | -$23,945,751 | SCHB, IWV, IJJ, BCM, VNQ | 13F-HR | 03 Aug 2018, 08:39 |
| Q1 2018 | 62 | $579,710,000 | +$56,264,048 | -$73,833,842 | -$17,569,794 | SCHB, IWV, IJJ, CORP, BCM | 13F-HR | 04 May 2018, 09:32 |
| Q4 2017 | 51 | $608,556,000 | +$8,797,328 | -$6,493,573 | +$2,303,755 | SCHB, IWV, IJJ, BCM, VTI | 13F-HR | 30 Jan 2018, 09:10 |
| Q3 2017 | 51 | $579,387,000 | +$9,397,948 | -$6,168,310 | +$3,229,638 | SCHB, IWV, IJJ, BCM, VNQ | 13F-HR | 07 Nov 2017, 13:21 |
| Q2 2017 | 48 | $558,459,000 | +$15,561,229 | -$11,080,868 | +$4,480,361 | SCHB, IWV, IJJ, VNQ, BCM | 13F-HR | 03 Aug 2017, 09:52 |
| Q1 2017 | 48 | $544,860,000 | +$25,274,415 | -$22,343,785 | +$2,930,630 | SCHB, IWV, IJJ, BCM, VNQ | 13F-HR | 25 Apr 2017, 10:08 |
| Q4 2016 | 48 | $519,395,000 | +$15,286,761 | -$8,859,558 | +$6,427,203 | IWV, SCHB, IJJ, BCM, TDTF | 13F-HR | 23 Jan 2017, 11:01 |
| Q3 2016 | 47 | $502,385,000 | +$76,726,023 | -$36,754,647 | +$39,971,376 | IWV, SCHB, IJJ, VNQ, BCM | 13F-HR | 14 Nov 2016, 08:49 |
| Q2 2016 | 50 | $452,244,000 | +$28,200,073 | -$15,189,065 | +$13,011,008 | IWV, SCHB, IJJ, SPLV, SPHQ | 13F-HR | 28 Jul 2016, 14:32 |
| Q1 2016 | 50 | $427,805,000 | +$34,039,005 | -$25,998,065 | +$8,040,940 | IWV, SCHB, IJJ, SPHQ, SPLV | 13F-HR | 04 May 2016, 10:55 |
| Q4 2015 | 48 | $411,432,000 | +$38,242,416 | -$3,487,940 | +$34,754,476 | IWV, SCHB, IJJ, IGSB, SPHQ | 13F-HR | 16 Feb 2016, 11:01 |
| Q3 2015 | 48 | $363,688,000 | +$17,774,372 | -$7,481,826 | +$10,292,546 | IWV, SCHB, IJJ, IGSB, TDTF | 13F-HR | 04 Nov 2015, 09:55 |
| Q2 2015 | 48 | $380,304,000 | +$19,423,449 | -$8,378,212 | +$11,045,237 | IWV, SCHB, IJJ, IGSB, TDTF | 13F-HR | 14 Aug 2015, 15:12 |
| Q1 2015 | 48 | $370,937,000 | +$39,315,493 | -$8,324,692 | +$30,990,801 | IWV, IJJ, SCHB, TDTF, IGSB | 13F-HR | 14 May 2015, 15:50 |
| Q4 2014 | 43 | $335,541,000 | +$26,385,789 | -$31,789,493 | -$5,403,704 | IWV, IJJ, SCHB, TDTF, USMV | 13F-HR | 18 Feb 2015, 10:53 |
| Q3 2014 | 45 | $332,262,000 | +$68,942,226 | -$2,151,653 | +$66,790,573 | IWV, IJJ, TDTF, MGC, SPHQ | 13F-HR | 12 Nov 2014, 16:29 |
| Q2 2014 | 35 | $266,400,000 | +$309,224 | -$2,663,057 | -$2,353,833 | IWV, IJJ, MGC, SPHQ, SPLV | 13F-HR | 24 Jul 2014, 16:05 |
| Q1 2014 | 35 | $257,720,000 | +$1,420,008 | -$5,881,000 | -$4,460,992 | IWV, IJJ, MGC, SPHQ, IGSB | 13F-HR | 28 Apr 2014, 10:47 |
| Q4 2013 | 35 | $258,127,000 | $0 | $0 | $0 | IWV, IJJ, MGC, SPHQ, IGSB | 13F-HR | 28 Jan 2014, 13:34 |