• 13F History

Evensky & Katz LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$1.53B
Signature - Title
Mena Bielow - Chief Compliance Officer
Location
Coral Gables, FL
Summary
This page shows a list of all the recent 13F filings made by Evensky & Katz LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Evensky & Katz LLC reported 78 stock holdings with total value $1.53B as of Q4 2024. Top holdings included SCHB, ITOT, DFIC, IWV, and AVUV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 78 $1.53B +$171M -$13.3M +$158M SCHB, ITOT, DFIC, IWV, AVUV 13F-HR 2/13/2025, 06:13 PM
Q3 2024 84 $1.54B +$26M -$12.6M +$13.4M SCHB, ITOT, DFIC, IWV, AVUV 13F-HR 10/8/2024, 02:00 PM
Q2 2024 85 $1.44B +$27.1M -$18M +$9.06M SCHB, DFIC, ITOT, IWV, AVUV 13F-HR 7/26/2024, 09:57 AM
Q1 2024 87 $1.42B +$59.2M -$56.6M +$2.61M SCHB, DFIC, ITOT, IWV, AVUV 13F-HR 4/8/2024, 02:40 PM
Q4 2023 87 $1.33B +$54.4M -$14.8M +$39.7M SCHB, DFIC, ITOT, IWV, AVUV 13F-HR 2/14/2024, 02:31 PM
Q3 2023 87 $1.17B +$3.54M -$111M -$108M SCHB, DFIC, IWV, ITOT, AVUV 13F-HR 10/10/2023, 07:52 AM
Q2 2023 87 $1.32B +$42.7M -$26.8M +$15.9M SCHB, DFIC, ITOT, IWV, AVUV 13F-HR 7/24/2023, 10:08 AM
Q1 2023 86 $1.24B +$102M -$30.5M +$71.1M SCHB, DFIC, ITOT, IWV, AVUV 13F-HR 4/20/2023, 10:28 AM
Q4 2022 87 $1.11B +$268M -$67.4M +$201M SCHB, DFIC, IWV, ITOT, AVUV 13F-HR 1/12/2023, 08:23 AM
Q3 2022 81 $845M +$56.1M -$39.6M +$16.5M SCHB, IWV, ITOT, IJJ, VTI 13F-HR 10/19/2022, 09:54 AM
Q2 2022 76 $868M +$90.2M -$69.4M +$20.8M SCHB, IWV, ITOT, IJJ, VTI 13F-HR 7/19/2022, 03:19 PM
Q1 2022 75 $1.01B +$160M -$23.6M +$136M SCHB, IWV, ITOT, IJJ, VTI 13F-HR 4/28/2022, 01:17 PM
Q4 2021 74 $1.04B +$35.2M -$15.5M +$19.8M SCHB, IWV, ITOT, IJJ, JHMD 13F-HR 2/15/2022, 06:55 PM
Q3 2021 70 $957M +$15.8M -$30.3M -$14.5M SCHB, IWV, ITOT, IJJ, JHMD 13F-HR 10/6/2021, 10:46 AM
Q2 2021 72 $981M +$32.7M -$14M +$18.7M SCHB, IWV, ITOT, IJJ, JHMD 13F-HR 8/4/2021, 10:37 AM
Q1 2021 75 $904M +$77.5M -$39.8M +$37.7M SCHB, IWV, IJJ, ITOT, JHMD 13F-HR 4/9/2021, 11:45 AM
Q4 2020 76 $808M +$56.7M -$57.6M -$891K SCHB, IWV, IJJ, JHMD, ITOT 13F-HR 2/8/2021, 12:08 PM
Q3 2020 77 $738M +$17.7M -$19.9M -$2.2M SCHB, IWV, IJJ, JHMD, IGSB 13F-HR 10/21/2020, 10:29 AM
Q2 2020 85 $693M +$71.5M -$55.8M +$15.7M SCHB, IWV, IJJ, JHMD, SPHQ 13F-HR 8/5/2020, 03:53 PM
Q1 2020 100 $636M +$88.3M -$22.3M +$65.9M SCHB, IWV, IJJ, TDTF, IGSB 13F-HR 5/1/2020, 11:44 AM
Q4 2019 98 $719M +$3.41M -$57.9M -$54.5M SCHB, IWV, IJJ, BCM, SPHQ 13F-HR 2/13/2020, 01:25 PM
Q3 2019 112 $732M +$16.6M -$9.23M +$7.41M SCHB, IWV, IJJ, TDTF, BCM 13F-HR 11/7/2019, 01:14 PM
Q2 2019 107 $721M +$14M -$24M -$10.1M SCHB, IWV, IJJ, BCM, TDTF 13F-HR 8/6/2019, 09:10 AM
Q1 2019 110 $710M SCHB, IWV, IJJ, BCM, TDTF New Holdings 8/6/2019, 01:52 PM
Q1 2019 110 $710M +$86.2M -$27.5M +$58.7M SCHB, IWV, IJJ, BCM, TDTF 13F-HR 5/7/2019, 02:02 PM
Q4 2018 69 $576M +$80M -$16.7M +$63.3M SCHB, IWV, IJJ, BCM, TDTF 13F-HR 1/29/2019, 10:21 AM
Q3 2018 61 $589M +$27M -$6.57M +$20.4M SCHB, IWV, IJJ, BCM, VNQ 13F-HR 11/15/2018, 08:01 AM
Q2 2018 62 $571M +$51.3M -$44.7M +$6.56M SCHB, IWV, IJJ, BCM, VNQ 13F-HR 8/3/2018, 08:39 AM
Q1 2018 60 $580M +$56.3M -$56M +$284K SCHB, IWV, IJJ, CORP, BCM 13F-HR 5/4/2018, 09:32 AM
Q4 2017 48 $609M +$8.8M -$6.49M +$2.3M SCHB, IWV, IJJ, BCM, VTI 13F-HR 1/30/2018, 08:10 AM
Q3 2017 48 $579M +$9.4M -$6.15M +$3.25M SCHB, IWV, IJJ, BCM, VNQ 13F-HR 11/7/2017, 12:21 PM
Q2 2017 46 $533M +$14.9M -$11.1M +$3.83M SCHB, IWV, IJJ, VNQ, SPHQXXXX 13F-HR 8/3/2017, 09:52 AM
Q1 2017 46 $519M +$24.5M -$42.3M -$17.9M SCHB, IWV, IJJ, VNQ, SPHQXXXX 13F-HR 4/25/2017, 10:08 AM
Q4 2016 45 $494M +$15.1M -$8.86M +$6.24M IWV, SCHB, IJJ, TDTF, SPHQXXXX 13F-HR 1/23/2017, 10:01 AM
Q3 2016 44 $478M +$63M -$36.3M +$26.8M IWV, SCHB, IJJ, VNQ, TDTF 13F-HR 11/14/2016, 07:49 AM
Q2 2016 47 $452M +$28.2M -$15.2M +$13M IWV, SCHB, IJJ, SPLVXXXX, SPHQXXXX 13F-HR 7/28/2016, 02:32 PM
Q1 2016 47 $428M +$34M -$26.3M +$7.73M IWV, SCHB, IJJ, SPHQXXXX, SPLVXXXX 13F-HR 5/4/2016, 10:55 AM
Q4 2015 44 $411M +$38.2M -$3.49M +$34.8M IWV, SCHB, IJJ, IGSB, SPHQXXXX 13F-HR 2/16/2016, 10:01 AM
Q3 2015 45 $364M +$17.8M -$7.48M +$10.3M IWV, SCHB, IJJ, IGSB, TDTF 13F-HR 11/4/2015, 08:55 AM
Q2 2015 46 $380M +$19.4M -$8.38M +$11M IWV, SCHB, IJJ, IGSB, TDTF 13F-HR 8/14/2015, 03:12 PM
Q1 2015 47 $371M +$39.4M -$8.32M +$31M IWV, IJJ, SCHB, TDTF, IGSB 13F-HR 5/14/2015, 03:50 PM
Q4 2014 41 $336M +$26.4M -$21M +$5.39M IWV, IJJ, SCHB, TDTF, USMV 13F-HR 2/18/2015, 09:53 AM
Q3 2014 44 $332M +$70.8M -$2.11M +$68.7M IWV, IJJ, TDTF, MGC, SPHQXXXX 13F-HR 11/12/2014, 03:29 PM
Q2 2014 31 $266M +$309K -$2.66M -$2.35M IWV, IJJ, MGC, SPHQXXXX, SPLVXXXX 13F-HR 7/24/2014, 04:05 PM
Q1 2014 32 $258M +$1.42M -$5.88M -$4.46M IWV, IJJ, MGC, SPHQXXXX, IGSB 13F-HR 4/28/2014, 10:47 AM
Q4 2013 33 $258M IWV, IJJ, MGC, SPHQXXXX, IGSB 13F-HR 1/28/2014, 12:34 PM