Evensky & Katz LLC has filed its 13F form on April 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.42 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $207M, Dimensional ETF Tr Dimensional with a value of $149M, Ishares Core S&P Total U.S. St with a value of $139M, Ishares Russell 3000 ETF with a value of $121M, and American Centy ETF Tr Avantis with a value of $85.3M.

Examining the 13F form we can see an increase of $87.8M in the current position value, from $1.33B to 1.42B.

Below you can find more details about Evensky & Katz LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.42 Billion
ETFs: $1.42 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $1.42 Billion
  • Prior Value $1.33 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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