Evensky & Katz LLC Portfolio Holdings

Evensky & Katz LLC

  • $1.53 Billion
  • Q4 2024

Evensky & Katz LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.53 Billion distributed in 78 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 $212M, Ishares Core S&P Total U.S. St with a value of $178M, Dimensional ETF Tr Dimensional with a value of $158M, Ishares Russell 3000 ETF with a value of $127M, and American Centy ETF Tr Avantis with a value of $94.9M.

Examining the 13F form we can see an decrease of $7.44M in the current position value, from $1.54B to 1.53B.

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

Portfolio value $1.53 Billion
ETFs: $1.53 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $1.53 Billion
  • Prior Value $1.54 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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