Evensky & Katz
$1.8B Assets Reported
72 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET | 1,580,910 | $225M | 12.8% |
| DFIC | DFA INTL CORE EQUITY 2- ETF | 6,055,549 | $215M | 12.2% |
| SCHB | SCHWAB US BROAD MARKET - ETF | 8,165,499 | $205M | 11.7% |
| AVUV | AVANTIS SMALL CAP VALUE - ETF | 1,200,901 | $133M | 7.5% |
| IWV | ISHARES RUSSELL 3000 INDEX - ETF | 340,805 | $126M | 7.2% |
| DFEM | DFA EMERGING MKTS CORE EQUITY 2 - ETF | 2,363,205 | $82M | 4.6% |
| VGSH | VANGUARD SHORT TERM GOVT BOND ETF | 1,324,856 | $78M | 4.4% |
| VTI | VANGUARD TOTAL STOCK MARKET - ETF | 215,643 | $69M | 3.9% |
| SPHQ | INVESCO S&P 500 QUALITY - ETF | 775,144 | $58M | 3.3% |
| VIG | VANGUARD DIVIDEND APPRECIATION - ETF | 261,326 | $56M | 3.2% |
Track Evensky & Katz's 13F portfolio: $1.8B in reported holdings, 72 positions. Top holdings, AUM, and quarterly changes on SentiSense.