Evensky & Katz LLC — 13F holdings
Evensky & Katz LLC reported 72 holdings worth $1.94B in its 13F filing for Q2 2026, filed July 22, 2026.
Largest positions
- ITOT ISHARES TR — $262M (13.5%)
- SCHB SCHWAB STRATEGIC TR — $231M (11.9%)
- DFIC DIMENSIONAL ETF TRUST — $227M (11.7%)
- AVUV AMERICAN CENTY ETF TR — $145M (7.5%)
- IWV ISHARES TR — $143M (7.4%)
- DFEM DIMENSIONAL ETF TRUST — $92.9M (4.8%)
- VGSH VANGUARD SCOTTSDALE FDS — $80.4M (4.2%)
- VTI VANGUARD INDEX FDS — $77.0M (4.0%)
- SPHQ INVESCO EXCHANGE TRADED FD T — $68.9M (3.6%)
- VIG VANGUARD SPECIALIZED FUNDS — $61.9M (3.2%)