Evensky & Katz LLC Buys iShares Short-Term Corporate Bond ETF, Schwab US Aggregate Bond, SPDR MidCap Trust Series I, Sells Barclays ETN Schiller CAPE, Vanguard FTSE Pacific, iShares Core S&P Mid-Cap

Coral Gables, FL, based Investment company Evensky & Katz LLC buys iShares Short-Term Corporate Bond ETF, Schwab US Aggregate Bond, SPDR MidCap Trust Series I, Vanguard Short-Term Bond, Schwab International Equity, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, iShares Russell 1000 Value, Vanguard Mid-Cap Value, iShares Core MSCI EAFE, iShares Russell Mid-Cap, Invesco BulletShares 2020 Corporate Bond, iShares S&P Small-Cap 600 Growth ETF, Vanguard Small-Cap, iShares Russell 1000 Growth, iShares Core Moderate Allocation, iShares S&P 500 Value, Schwab Emerging Markets Equity, SPDR Portfolio Total Stock Market, iShares Core S&P 500, Schwab International Small-Cap Equity, Invesco FTSE RAFI Emerging Markets, iShares S&P Mid-Cap 400 Growth, iShares MSCI EAFE Small-Cap ETF, Schwab Short-Term U.S. Treasury, SPDR Nuveen Bloomberg Barclays Municipal Bond, iShares Dow Jones U.S., iShares MSCI EAFE Value, Invesco QQQ Trust Series 1, SPDR Dow Jones Industrial Average, iShares Select Dividend ETF, SPDR Portfolio Intermediate Term Corporate Bond, Vanguard Mid-Cap, SPDR Nuveen Bloomberg Barclays Short Term Municipa, Invesco S&P 500 Equal Weight, iShares Core MSCI Emerging Markets, iShares Russell Midcap Growth, SPDR DJ Wilshire REIT, iShares North American Natural Resources, Vanguard FTSE Emerging Markets, iShares Russell 2000 Growth, Invesco S&P 500 Low Volatility, WisdomTree U.S. SmallCap Dividend Fund, Invesco BulletShares 2019 Corporate Bond, Vanguard S&P 500, iShares Core S&P Small-Cap, sells Barclays ETN Schiller CAPE, Vanguard FTSE Pacific, iShares Core S&P Mid-Cap, iShares MSCI EAFE, iShares Core U.S. Aggregate Bond, Vanguard Short-Term Treasury ETF, iShares U.S. Financial during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Evensky & Katz LLC. As of 2019Q1, Evensky & Katz LLC owns 91 stocks with a total value of $664 million. These are the details of the buys and sells.

For the details of Evensky & Katz LLC's stock buys and sells, go to https://www.gurufocus.com/guru/evensky+%26+katz+llc/current-portfolio/portfolio

These are the top 5 holdings of Evensky & Katz LLC
  1. Schwab U.S. Broad Market (SCHB) - 2,757,229 shares, 28.24% of the total portfolio. Shares added by 4.03%
  2. iShares Russell 3000 (IWV) - 629,981 shares, 15.80% of the total portfolio. Shares reduced by 1.1%
  3. iShares MSCI Emerging Index Fund (EEM) - 1,524 shares, 9.85% of the total portfolio. Shares reduced by 7.07%
  4. iShares S&P Mid-Cap 400 Value (IJJ) - 307,840 shares, 7.27% of the total portfolio. Shares added by 1.11%
  5. iPath Pure Beta Broad Commodity ETN (BCM) - 1,085,970 shares, 4.58% of the total portfolio. Shares added by 1.47%
New Purchase: Schwab US Aggregate Bond (SCHZ)

Evensky & Katz LLC initiated holding in Schwab US Aggregate Bond. The purchase prices were between $50.59 and $51.9, with an estimated average price of $51.01. The stock is now traded at around $51.71. The impact to a portfolio due to this purchase was 1.24%. The holding were 158,781 shares as of .

New Purchase: SPDR MidCap Trust Series I (MDY)

Evensky & Katz LLC initiated holding in SPDR MidCap Trust Series I. The purchase prices were between $296.63 and $352.26, with an estimated average price of $335.96. The stock is now traded at around $353.21. The impact to a portfolio due to this purchase was 0.58%. The holding were 11,092 shares as of .

New Purchase: Vanguard Short-Term Bond (BSV)

Evensky & Katz LLC initiated holding in Vanguard Short-Term Bond. The purchase prices were between $77.85 and $79.34, with an estimated average price of $78.46. The stock is now traded at around $79.45. The impact to a portfolio due to this purchase was 0.57%. The holding were 47,706 shares as of .

New Purchase: iShares Russell 1000 Value (IWD)

Evensky & Katz LLC initiated holding in iShares Russell 1000 Value. The purchase prices were between $108.64 and $124.35, with an estimated average price of $119.63. The stock is now traded at around $125.20. The impact to a portfolio due to this purchase was 0.4%. The holding were 21,423 shares as of .

New Purchase: Vanguard Mid-Cap Value (VOE)

Evensky & Katz LLC initiated holding in Vanguard Mid-Cap Value. The purchase prices were between $93.87 and $109.02, with an estimated average price of $104.86. The stock is now traded at around $109.64. The impact to a portfolio due to this purchase was 0.36%. The holding were 21,892 shares as of .

New Purchase: iShares Core MSCI EAFE (IEFA)

Evensky & Katz LLC initiated holding in iShares Core MSCI EAFE. The purchase prices were between $54.44 and $61.46, with an estimated average price of $59.03. The stock is now traded at around $60.99. The impact to a portfolio due to this purchase was 0.32%. The holding were 34,806 shares as of .

Added: iShares Short-Term Corporate Bond ETF (IGSB)

Evensky & Katz LLC added to a holding in iShares Short-Term Corporate Bond ETF by 113.45%. The purchase prices were between $51.13 and $52.59, with an estimated average price of $51.79. The stock is now traded at around $52.72. The impact to a portfolio due to this purchase was 2.15%. The holding were 508,629 shares as of .

Added: Schwab International Equity (SCHF)

Evensky & Katz LLC added to a holding in Schwab International Equity by 39.78%. The purchase prices were between $28.07 and $31.69, with an estimated average price of $30.45. The stock is now traded at around $31.41. The impact to a portfolio due to this purchase was 0.43%. The holding were 317,463 shares as of .

Added: SPDR S&P 600 Small Cap Value ETF (based on S&P Sma (SLYV)

Evensky & Katz LLC added to a holding in SPDR S&P 600 Small Cap Value ETF (based on S&P Sma by 39.63%. The purchase prices were between $53.57 and $64.09, with an estimated average price of $60.23. The stock is now traded at around $62.59. The impact to a portfolio due to this purchase was 0.42%. The holding were 162,208 shares as of .

Added: iShares Core Moderate Allocation (AOM)

Evensky & Katz LLC added to a holding in iShares Core Moderate Allocation by 397.32%. The purchase prices were between $35.33 and $37.85, with an estimated average price of $36.89. The stock is now traded at around $38.08. The impact to a portfolio due to this purchase was 0.15%. The holding were 33,445 shares as of .

Added: Schwab Emerging Markets Equity (SCHE)

Evensky & Katz LLC added to a holding in Schwab Emerging Markets Equity by 25.11%. The purchase prices were between $23.25 and $26.41, with an estimated average price of $25.3. The stock is now traded at around $25.90. The impact to a portfolio due to this purchase was 0.14%. The holding were 180,942 shares as of .

Added: SPDR Portfolio Total Stock Market (SPTM)

Evensky & Katz LLC added to a holding in SPDR Portfolio Total Stock Market by 22.05%. The purchase prices were between $30.18 and $35.45, with an estimated average price of $33.8. The stock is now traded at around $35.90. The impact to a portfolio due to this purchase was 0.13%. The holding were 132,106 shares as of .

Sold Out: iShares Core S&P Mid-Cap (IJH)

Evensky & Katz LLC sold out a holding in iShares Core S&P Mid-Cap. The sale prices were between $162.23 and $192.69, with an estimated average price of $184.06.

Sold Out: iShares U.S. Financial (IYF)

Evensky & Katz LLC sold out a holding in iShares U.S. Financial. The sale prices were between $104.21 and $120.99, with an estimated average price of $115.74.



Here is the complete portfolio of Evensky & Katz LLC. Also check out:

1. Evensky & Katz LLC's Undervalued Stocks
2. Evensky & Katz LLC's Top Growth Companies, and
3. Evensky & Katz LLC's High Yield stocks
4. Stocks that Evensky & Katz LLC keeps buying