Notify me when Evensky & Katz LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 73 | $1,723,738,000 | +$31,707,915 | -$52,136,273 | -$20,428,358 | SCHB, ITOT, DFIC, IWV, AVUV | 13F-HR | 13 Nov 2025, 08:34 |
| Q2 2025 | 73 | $1,637,476,000 | +$83,205,851 | -$61,867,810 | +$21,338,041 | SCHB, DFIC, ITOT, IWV, AVUV | 13F-HR | 22 Jul 2025, 11:35 |
| Q1 2025 | 78 | $1,490,609,000 | +$32,121,630 | -$32,113,038 | +$8,592 | SCHB, DFIC, ITOT, IWV, AVUV | 13F-HR | 13 May 2025, 08:49 |
| Q4 2024 | 78 | $1,528,390,000 | +$170,835,368 | -$13,278,637 | +$157,556,731 | SCHB, ITOT, DFIC, IWV, AVUV | 13F-HR | 13 Feb 2025, 18:13 |
| Q3 2024 | 84 | $1,535,825,000 | +$25,992,381 | -$12,638,297 | +$13,354,084 | SCHB, ITOT, DFIC, IWV, AVUV | 13F-HR | 08 Oct 2024, 14:00 |
| Q2 2024 | 85 | $1,436,190,000 | +$27,088,210 | -$18,028,929 | +$9,059,281 | SCHB, DFIC, ITOT, IWV, AVUV | 13F-HR | 26 Jul 2024, 09:57 |
| Q1 2024 | 87 | $1,417,106,000 | +$59,233,343 | -$56,623,976 | +$2,609,367 | SCHB, DFIC, ITOT, IWV, AVUV | 13F-HR | 08 Apr 2024, 14:40 |
| Q4 2023 | 87 | $1,329,323,000 | +$54,428,901 | -$14,771,965 | +$39,656,936 | SCHB, DFIC, ITOT, IWV, AVUV | 13F-HR | 14 Feb 2024, 14:31 |
| Q3 2023 | 87 | $1,170,521,000 | +$3,538,451 | -$111,415,838 | -$107,877,387 | SCHB, DFIC, IWV, ITOT, AVUV | 13F-HR | 10 Oct 2023, 07:52 |
| Q2 2023 | 87 | $1,318,686,000 | +$42,717,121 | -$26,778,758 | +$15,938,363 | SCHB, DFIC, ITOT, IWV, AVUV | 13F-HR | 24 Jul 2023, 10:08 |
| Q1 2023 | 86 | $1,238,544,000 | +$101,626,507 | -$30,516,752 | +$71,109,755 | SCHB, DFIC, ITOT, IWV, AVUV | 13F-HR | 20 Apr 2023, 10:28 |
| Q4 2022 | 87 | $1,109,004,000 | +$268,363,962 | -$67,433,617 | +$200,930,345 | SCHB, DFIC, IWV, ITOT, AVUV | 13F-HR | 12 Jan 2023, 08:23 |
| Q3 2022 | 81 | $844,735,000 | +$56,109,411 | -$39,609,494 | +$16,499,917 | SCHB, IWV, ITOT, IJJ, VTI | 13F-HR | 19 Oct 2022, 09:54 |
| Q2 2022 | 76 | $868,435,000 | +$90,190,671 | -$69,405,905 | +$20,784,766 | SCHB, IWV, ITOT, IJJ, VTI | 13F-HR | 19 Jul 2022, 15:19 |
| Q1 2022 | 75 | $1,011,621,000 | +$159,976,740 | -$23,556,363 | +$136,420,377 | SCHB, IWV, ITOT, IJJ, VTI | 13F-HR | 28 Apr 2022, 13:17 |
| Q4 2021 | 74 | $1,038,025,000 | +$35,220,330 | -$15,458,334 | +$19,761,996 | SCHB, IWV, ITOT, IJJ, JHMD | 13F-HR | 15 Feb 2022, 18:55 |
| Q3 2021 | 70 | $957,181,000 | +$15,817,399 | -$30,347,161 | -$14,529,762 | SCHB, IWV, ITOT, IJJ, JHMD | 13F-HR | 06 Oct 2021, 10:46 |
| Q2 2021 | 72 | $980,590,000 | +$32,670,708 | -$13,976,309 | +$18,694,399 | SCHB, IWV, ITOT, IJJ, JHMD | 13F-HR | 04 Aug 2021, 10:37 |
| Q1 2021 | 75 | $904,327,170 | +$77,464,236 | -$39,809,190 | +$37,655,046 | SCHB, IWV, IJJ, ITOT, JHMD | 13F-HR | 09 Apr 2021, 11:45 |
| Q4 2020 | 76 | $808,457,000 | +$56,664,316 | -$57,555,465 | -$891,149 | SCHB, IWV, IJJ, JHMD, ITOT | 13F-HR | 08 Feb 2021, 12:08 |
| Q3 2020 | 77 | $737,827,000 | +$17,699,134 | -$19,895,860 | -$2,196,726 | SCHB, IWV, IJJ, JHMD, IGSB | 13F-HR | 21 Oct 2020, 10:29 |
| Q2 2020 | 85 | $692,872,000 | +$71,479,935 | -$55,805,961 | +$15,673,974 | SCHB, IWV, IJJ, JHMD, SPHQ | 13F-HR | 05 Aug 2020, 15:53 |
| Q1 2020 | 100 | $636,164,000 | +$88,258,360 | -$22,331,813 | +$65,926,547 | SCHB, IWV, IJJ, TDTF, IGSB | 13F-HR | 01 May 2020, 11:44 |
| Q4 2019 | 98 | $718,790,992 | +$3,409,889 | -$57,928,430 | -$54,518,541 | SCHB, IWV, IJJ, BCM, SPHQ | 13F-HR | 13 Feb 2020, 13:25 |
| Q3 2019 | 112 | $732,432,000 | +$16,636,037 | -$9,226,657 | +$7,409,380 | SCHB, IWV, IJJ, TDTF, BCM | 13F-HR | 07 Nov 2019, 13:14 |
| Q2 2019 | 107 | $721,213,000 | +$13,958,469 | -$24,022,936 | -$10,064,467 | SCHB, IWV, IJJ, BCM, TDTF | 13F-HR | 06 Aug 2019, 09:10 |
| Q1 2019 | 110 | $710,456,000 | $0 | SCHB, IWV, IJJ, BCM, TDTF | New Holdings | 06 Aug 2019, 13:52 | ||
| Q1 2019 | 110 | $710,456,000 | +$86,190,851 | -$27,471,539 | +$58,719,312 | SCHB, IWV, IJJ, BCM, TDTF | 13F-HR | 07 May 2019, 14:02 |
| Q4 2018 | 69 | $576,325,000 | +$79,965,285 | -$16,661,130 | +$63,304,155 | SCHB, IWV, IJJ, BCM, TDTF | 13F-HR | 29 Jan 2019, 10:21 |
| Q3 2018 | 61 | $589,449,013 | +$26,978,274 | -$6,569,466 | +$20,408,808 | SCHB, IWV, IJJ, BCM, VNQ | 13F-HR | 15 Nov 2018, 08:01 |
| Q2 2018 | 62 | $570,736,000 | +$51,297,482 | -$44,740,221 | +$6,557,261 | SCHB, IWV, IJJ, BCM, VNQ | 13F-HR | 03 Aug 2018, 08:39 |
| Q1 2018 | 60 | $579,709,000 | +$56,264,043 | -$55,979,879 | +$284,164 | SCHB, IWV, IJJ, CORP, BCM | 13F-HR | 04 May 2018, 09:32 |
| Q4 2017 | 48 | $608,554,000 | +$8,797,329 | -$6,493,574 | +$2,303,755 | SCHB, IWV, IJJ, BCM, VTI | 13F-HR | 30 Jan 2018, 08:10 |
| Q3 2017 | 48 | $579,385,000 | +$9,397,950 | -$6,149,392 | +$3,248,558 | SCHB, IWV, IJJ, BCM, VNQ | 13F-HR | 07 Nov 2017, 12:21 |
| Q2 2017 | 46 | $532,629,854 | +$14,912,299 | -$11,080,865 | +$3,831,434 | SCHB, IWV, IJJ, VNQ, SPHQXXXX | 13F-HR | 03 Aug 2017, 09:52 |
| Q1 2017 | 46 | $518,720,165 | +$24,464,456 | -$42,348,610 | -$17,884,154 | SCHB, IWV, IJJ, VNQ, SPHQXXXX | 13F-HR | 25 Apr 2017, 10:08 |
| Q4 2016 | 45 | $493,818,601 | +$15,102,868 | -$8,859,559 | +$6,243,309 | IWV, SCHB, IJJ, TDTF, SPHQXXXX | 13F-HR | 23 Jan 2017, 10:01 |
| Q3 2016 | 44 | $477,655,000 | +$63,049,082 | -$36,298,641 | +$26,750,441 | IWV, SCHB, IJJ, VNQ, TDTF | 13F-HR | 14 Nov 2016, 07:49 |
| Q2 2016 | 47 | $452,243,000 | +$28,200,080 | -$15,189,069 | +$13,011,011 | IWV, SCHB, IJJ, SPLVXXXX, SPHQXXXX | 13F-HR | 28 Jul 2016, 14:32 |
| Q1 2016 | 47 | $427,805,000 | +$34,039,007 | -$26,308,235 | +$7,730,772 | IWV, SCHB, IJJ, SPHQXXXX, SPLVXXXX | 13F-HR | 04 May 2016, 10:55 |
| Q4 2015 | 44 | $411,432,000 | +$38,242,422 | -$3,487,939 | +$34,754,483 | IWV, SCHB, IJJ, IGSB, SPHQXXXX | 13F-HR | 16 Feb 2016, 10:01 |
| Q3 2015 | 45 | $363,687,000 | +$17,774,359 | -$7,481,825 | +$10,292,534 | IWV, SCHB, IJJ, IGSB, TDTF | 13F-HR | 04 Nov 2015, 08:55 |
| Q2 2015 | 46 | $380,304,000 | +$19,423,457 | -$8,378,213 | +$11,045,244 | IWV, SCHB, IJJ, IGSB, TDTF | 13F-HR | 14 Aug 2015, 15:12 |
| Q1 2015 | 47 | $370,937,000 | +$39,364,789 | -$8,324,695 | +$31,040,094 | IWV, IJJ, SCHB, TDTF, IGSB | 13F-HR | 14 May 2015, 15:50 |
| Q4 2014 | 41 | $335,528,013 | +$26,385,757 | -$20,998,491 | +$5,387,266 | IWV, IJJ, SCHB, TDTF, USMV | 13F-HR | 18 Feb 2015, 09:53 |
| Q3 2014 | 44 | $332,262,000 | +$70,799,466 | -$2,109,652 | +$68,689,814 | IWV, IJJ, TDTF, MGC, SPHQXXXX | 13F-HR | 12 Nov 2014, 15:29 |
| Q2 2014 | 31 | $266,400,000 | +$309,224 | -$2,663,057 | -$2,353,833 | IWV, IJJ, MGC, SPHQXXXX, SPLVXXXX | 13F-HR | 24 Jul 2014, 16:05 |
| Q1 2014 | 32 | $257,720,000 | +$1,420,008 | -$5,881,001 | -$4,460,993 | IWV, IJJ, MGC, SPHQXXXX, IGSB | 13F-HR | 28 Apr 2014, 10:47 |
| Q4 2013 | 33 | $258,127,000 | $0 | IWV, IJJ, MGC, SPHQXXXX, IGSB | 13F-HR | 28 Jan 2014, 12:34 |