Evensky & Katz LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Coral Gables, FL
CIK
0001357867
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 87 1,329,323 SCHB, DFIC, ITOT, IWV 13F-HR 2/14/2024 000135786724000002
Q3 2023 88 1,170 SCHB, DFIC, IWV, ITOT 13F-HR 10/10/2023 000135786723000006
Q2 2023 88 1,318,687 SCHB, DFIC, ITOT, IWV 13F-HR 7/24/2023 000135786723000005
Q1 2023 87 1,238,545 SCHB, DFIC, ITOT, IWV 13F-HR 4/20/2023 000135786723000004
Q4 2022 87 1,109,004 SCHB, DFIC, IWV, ITOT 13F-HR 1/12/2023 000135786723000003
Q3 2022 82 844,737 SCHB, IWV, ITOT, IJJ 13F-HR 10/19/2022 000135786722000006
Q2 2022 78 875,802 SCHB, IWV, ITOT, IJJ 13F-HR 7/19/2022 000135786722000005
Q1 2022 75 1,011,621 SCHB, IWV, ITOT, IJJ 13F-HR 4/28/2022 000135786722000004
Q4 2021 74 1,038,025 SCHB, IWV, ITOT, IJJ 13F-HR 2/15/2022 000135786722000001
Q3 2021 70 957,181 SCHB, IWV, ITOT, IJJ 13F-HR 10/6/2021 000135786721000007
Q2 2021 72 980,590 SCHB, IWV, ITOT, IJJ 13F-HR 8/4/2021 000135786721000006
Q1 2021 75 904,497 SCHB, IWV, IJJ, ITOT 13F-HR 4/9/2021 000135786721000005
Q4 2020 77 808,458 SCHB, IWV, IJJ, JHMD 13F-HR 2/8/2021 000135786721000002
Q3 2020 79 737,829 SCHB, IWV, IJJ, JHMD 13F-HR 10/21/2020 000135786720000005
Q2 2020 89 692,876 SCHB, IWV, IJJ, JHMD 13F-HR 8/5/2020 000135786720000004
Q1 2020 101 636,165 SCHB, IWV, IJJ, TDTF 13F-HR 5/1/2020 000135786720000003
Q4 2019 100 719,813 SCHB, IWV, IJJ, BCM 13F-HR 2/13/2020 000135786720000002
Q3 2019 112 732,432 SCHB, IWV, IJJ, TDTF 13F-HR 11/7/2019 000135786719000011
Q2 2019 109 722,521 SCHB, IWV, IJJ, BCM 13F-HR 8/6/2019 000135786719000008
Q1 2019 112 714,647 SCHB, IWV, IJJ, BCM NEW HOLDINGS 8/6/2019 000135786719000010
Q1 2019 105 766,913 SCHB, IWV, EEM, IJJ 13F-HR 5/7/2019 000135786719000007
Q4 2018 73 601,038 SCHB, IWV, IJJ, BCM 13F-HR 1/29/2019 000135786719000001
Q3 2018 65 676,114 SCHB, IWV, DJP, IJJ 13F-HR 11/15/2018 000135786718000005
Q2 2018 65 570,739 SCHB, IWV, IJJ, BCM 13F-HR 8/3/2018 000135786718000004
Q1 2018 62 579,711 SCHB, IWV, IJJ, CORP 13F-HR 5/4/2018 000135786718000003
Q4 2017 51 608,558 SCHB, IWV, IJJ, BCM 13F-HR 1/30/2018 000135786718000001
Q3 2017 51 579,388 SCHB, IWV, IJJ, BCM 13F-HR 11/7/2017 000135786717000006
Q2 2017 48 558,460 SCHB, IWV, IJJ, VNQ 13F-HR 8/3/2017 000135786717000005
Q1 2017 48 544,861 SCHB, IWV, IJJ, BCM 13F-HR 4/25/2017 000135786717000004
Q4 2016 48 521,554 IWV, SCHB, IJJ, BCM 13F-HR 1/23/2017 000135786717000001
Q3 2016 47 502,386 IWV, SCHB, IJJ, VNQ 13F-HR 11/14/2016 000135786716000013
Q2 2016 50 452,246 IWV, SCHB, IJJ, SPLV 13F-HR 7/28/2016 000135786716000012
Q1 2016 50 427,808 IWV, SCHB, IJJ, SPHQ 13F-HR 5/4/2016 000135786716000011
Q4 2015 48 417,514 IWV, SCHB, IJJ, IGSB 13F-HR 2/16/2016 000135786716000009
Q3 2015 48 363,690 IWV, SCHB, IJJ, IGSB 13F-HR 11/4/2015 000135786715000007
Q2 2015 48 380,306 IWV, SCHB, IJJ, IGSB 13F-HR 8/14/2015 000135786715000006
Q1 2015 48 370,938 IWV, IJJ, SCHB, TDTF 13F-HR 5/14/2015 000135786715000004
Q4 2014 44 335,543 IWV, IJJ, SCHB, TDTF 13F-HR 2/18/2015 000135786715000001
Q3 2014 46 332,263 IWV, IJJ, TDTF, MGC 13F-HR 11/12/2014 000135786714000009
Q2 2014 35 266,406 IWV, IJJ, MGC, SPHQ 13F-HR 7/24/2014 000135786714000008
Q1 2014 35 257,727 IWV, IJJ, MGC, SPHQ 13F-HR 4/28/2014 000135786714000006
Q4 2013 35 258,133 IWV, IJJ, MGC, SPHQ 13F-HR 1/28/2014 000135786714000002