$371 Million is the total value of Evensky & Katz LLC's 48 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2015 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
RUSSELL 3000 iSHARES | 42 | Q3 2023 | 56.9% |
SCHWAB US BROAD MKT ETF | 42 | Q3 2023 | 30.7% |
ISHARES TR | 42 | Q3 2023 | 10.6% |
VANGUARD TOTAL STOCK MKT IDX | 42 | Q3 2023 | 5.1% |
VANGUARD GROUP | 42 | Q3 2023 | 4.0% |
SCHWAB STRATEGIC TR | 42 | Q3 2023 | 2.5% |
ISHARES TR LEHMAN BD FD | 42 | Q3 2023 | 0.9% |
S&P 500 iSHARES | 42 | Q3 2023 | 1.2% |
SCHWAB STRATEGIC TR | 42 | Q3 2023 | 3.0% |
SCHWAB US SMALL-CAP ETF | 42 | Q3 2023 | 1.8% |
View Evensky & Katz LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-08 |
13F-HR | 2024-02-14 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-12 |
13F-HR | 2022-10-19 |
13F-HR | 2022-07-19 |
13F-HR | 2022-04-28 |
13F-HR | 2022-02-16 |
View Evensky & Katz LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.