Evensky & Katz LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Evensky & Katz LLC, a leading investment firm, recently released its Q3 2023 13F holdings report, revealing some interesting changes in their portfolio compared to the previous quarter. Let's take a closer look at the data and analyze the implications of these shifts.

SCHWAB US BROAD MARKET (SCHB):

In Q3 2023, Evensky & Katz LLC decreased their holdings of SCHB by approximately 5%. The total value of their investment in SCHB decreased from $194,903,000 to $177,000. This decrease can be attributed to various factors, including market conditions and strategic decision-making.

DFA INTL CORE EQUITY 2 (DFIC):

Evensky & Katz LLC also reduced their holdings of DFIC by around 5% in Q3 2023. The number of shares held decreased from 5,701,877 to 5,386,691, with a corresponding decrease in value from $138,385,000 to $125,000.

ISHARES RUSSELL 3000 (IWV):

Another notable change in Evensky & Katz LLC's portfolio is their reduced holdings of IWV. The number of shares held decreased by approximately 2%, from 430,495 to 420,562, resulting in a decrease in value from $109,552,000 to $103,000.

ISHARES CORE S&P TOTAL US STOCK MKT (ITOT):

Evensky & Katz LLC significantly decreased their holdings of ITOT in Q3 2023. The number of shares held decreased by approximately 18%, from 1,324,463 to 1,091,582, leading to a decrease in value from $129,585,000 to $102,000.

AVANTIS SMALL CAP VALUE ETF (AVUV):

Evensky & Katz LLC also reduced their holdings of AVUV in Q3 2023. The number of shares held decreased by around 9%, from 976,911 to 888,118, resulting in a decrease in value from $75,818,000 to $69,000.

VANGUARD SHORT TERM GOVT BOND (VGSH):

In Q3 2023, Evensky & Katz LLC slightly increased their holdings of VGSH. The number of shares held increased by approximately 1%, from 1,019,533 to 1,025,844. However, the value of their investment decreased from $58,858,000 to $59,000.

These are just a few examples of the changes in holdings made by Evensky & Katz LLC. It's important to note that analyzing such data requires a more comprehensive understanding of their investment strategy and market trends. Nonetheless, these changes provide insights into their shifting investment preferences in Q3 2023.

As an investor, it's always beneficial to stay updated on the investment activities of leading firms like Evensky & Katz LLC. Their decisions can reflect market trends and provide valuable insights for individual investors looking to adjust their own portfolios.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. Always do your research and consult with a professional before making any investment decisions.