Evensky & Katz LLC Incresed Positions in Q4 2024

Evensky & Katz LLC

  • $1.53 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
56.2K
+ 4.23%
$124.26 - $134.12 $6.98M - $7.54M
1.38M $178M
AVDE
American Centy ETF Tr Avantis

ETFs
41.2K
+ 64.82%
$60.9 - $66.69 $2.51M - $2.75M
105K $6.44M
VGSH
Vanguard

ETFs
46.2K
+ 4.26%
$58.02 - $58.88 $2.68M - $2.72M
1.13M $65.9M
AVUV
American Centy ETF Tr Avantis

ETFs
5.86K
+ 0.6%
$94.37 - $106.41 $553K - $624K
983K $94.9M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.46K
+ 17.84%
$198.04 - $221.51 $685K - $766K
22.8K $4.81M
CORP
Pimco Investment Grade Corp Bd

ETFs
11K
+ 27.98%
$95.1 - $99.41 $1.05M - $1.1M
50.5K $4.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.69K
+ 7.38%
$96.64 - $101.23 $743K - $778K
112K $10.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.54K
+ 22.7%
$77.02 - $78.58 $272K - $278K
19.1K $1.48M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.74K
+ 1.49%
$50.37 - $50.6 $340K - $341K
458K $23.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
25
+ 0.11%
$94.43 - $105.47 $2.36K - $2.64K
23.8K $2.42M
IWB
Ishares Tr Russell 1000 ETF

ETFs
64
+ 0.63%
$311.11 - $335.64 $19.9K - $21.5K
10.3K $3.31M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.9K
+ 299.98%
$25.93 - $105.3 $437K - $1.78M
22.5K $627K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
348
+ 28.86%
$113.92 - $127.38 $39.6K - $44.3K
1.55K $179K
MUB
Ishares National Muni Bond ETF

ETFs
247
+ 9.49%
$105.78 - $108.7 $26.1K - $26.8K
2.85K $304K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
540
+ 4.56%
$47.58 - $48.56 $25.7K - $26.2K
12.4K $592K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.82K
+ 3.19%
$45.38 - $46.88 $82.6K - $85.3K
59K $2.69M
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.07%
$116.4 - $138.52 $116 - $139
1.37K $173K
IWR
Ishares Russell Mid Cap ETF

ETFs
81
+ 0.32%
$87.25 - $95.52 $7.07K - $7.74K
25.7K $2.27M
VEA
Vanguard Ftse Developed Market

ETFs
526
+ 15.59%
$47.57 - $52.44 $25K - $27.6K
3.9K $187K
DFAT
Dimensional ETF Tr U S Target

ETFs
111
+ 0.15%
$54.54 - $61.04 $6.05K - $6.78K
74.5K $4.15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.71K
+ 100.57%
$25.33 - $51.16 $221K - $446K
17.4K $449K
IWM
Ishares Russell 2000 ETF

ETFs
8
+ 0.21%
$216.13 - $242.4 $1.73K - $1.94K
3.74K $827K
SPTS
Spdr Portfolio Short Term Trea

ETFs
239
+ 1.37%
$28.88 - $29.33 $6.9K - $7.01K
17.6K $512K
IWN
Ishares Russell2000 Val ETF

ETFs
2
+ 0.49%
$162.69 - $181.35 $325 - $363
411 $68K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.39K
+ 201.18%
$25.79 - $80.4 $61.5K - $192K
3.57K $93K
VBR
Vanguard Small Cap Value ETF

ETFs
4
+ 0.28%
$197.36 - $217.3 $789 - $869
1.43K $283K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
45
+ 0.4%
$47.26 - $48.18 $2.13K - $2.17K
11.4K $538K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.08K
+ 102.19%
$22.63 - $47.53 $137K - $289K
12K $273K
JHSC
John Hancock ETF Tr Multifacto

ETFs
133
+ 0.3%
$39.44 - $43.65 $5.25K - $5.81K
45.2K $1.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
26.3K
+ 187.3%
$22.4 - $68.28 $590K - $1.8M
40.4K $936K
IWS
Ishares Russell Midcap Value E

ETFs
42
+ 0.44%
$128.08 - $140.32 $5.38K - $5.89K
9.5K $1.23M
IVE
Ishares S&P 500 Value ETF

ETFs
29
+ 0.54%
$189.5 - $206.17 $5.5K - $5.98K
5.39K $1.03M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
15
+ 0.15%
$134.53 - $150.65 $2.02K - $2.26K
10.2K $1.38M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
318
+ 1.6%
$26.63 - $30.23 $8.47K - $9.61K
20.2K $538K
JHEM
John Hancock Exchange Traded

ETFs
222
+ 0.7%
$25.73 - $29.24 $5.71K - $6.49K
32K $827K
EFG
Msci Eafe Growth ETF

ETFs
46
+ 0.57%
$96.83 - $106.88 $4.45K - $4.92K
8.06K $780K
URTH
Ishares Msci World ETF

ETFs
1.83K
+ 0.65%
$153.73 - $162.67 $281K - $297K
284K $44.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
14.4K
+ 1.97%
$56.06 - $61.35 $809K - $885K
749K $42.3M
VIG
Vanguard Dividend Appreciation

ETFs
1.61K
+ 0.63%
N/A
258K $50.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
71.7K
+ 96.15%
$18.41 - $40.87 $1.32M - $2.93M
146K $2.71M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.04K
+ 0.83%
$37.12 - $41.23 $38.5K - $42.8K
126K $4.68M
SCHO
Schwab Short Term Us Treasury

ETFs
167K
+ 89.09%
$24.06 - $48.88 $4.03M - $8.18M
355K $8.55M
IEMG
Ishares Inc

ETFs
496
+ 0.34%
N/A
148K $7.74M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
57.1K
+ 2.5%
$26.16 - $28.82 $1.49M - $1.65M
2.34M $61.2M
JHMD
John Hancock ETF Tr Multifacto

ETFs
5.68K
+ 0.58%
$32.06 - $35.14 $182K - $199K
981K $31.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.08M
+ 187.73%
$22.01 - $66.82 $134M - $407M
9.33M $212M
DFIC
Dimensional ETF Tr Dimensional

ETFs
231K
+ 3.91%
$25.61 - $28.0 $5.9M - $6.45M
6.13M $158M
Activity Summary
Buys All Purchases 49 New Holdings 1 Increased Positions 48 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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