Evensky & Katz LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.44 Billion distributed in 85 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 $208M, Dimensional ETF Tr Dimensional with a value of $151M, Ishares Core S&P Total U.S. St with a value of $150M, Ishares Russell 3000 ETF with a value of $122M, and American Centy ETF Tr Avantis with a value of $85.2M.
Examining the 13F form we can see an increase of $19.1M in the current position value, from $1.42B to 1.44B.
Below you can find more details about Evensky & Katz LLC portfolio as well as his latest detailed transactions.