Evensky & Katz LLC: 13F holdings
CIK 13578672026Q2
| Positions | 72 |
|---|---|
| Reported value | $1.9bn |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ITOT ISHARES CORE S&P TOTAL US STOCK MARKET | 1,596,396 | $262.2m | 13.5% |
| SCHB SCHWAB US BROAD MARKET - ETF | 7,987,057 | $231.3m | 11.9% |
| DFIC DFA INTL CORE EQUITY 2- ETF | 6,091,469 | $227.0m | 11.7% |
| AVUV AVANTIS SMALL CAP VALUE - ETF | 1,160,062 | $144.7m | 7.5% |
| IWV ISHARES RUSSELL 3000 INDEX - ETF | 336,531 | $143.5m | 7.4% |
| DFEM DFA EMERGING MKTS CORE EQUITY 2 - ETF | 2,286,699 | $92.9m | 4.8% |
| VGSH VANGUARD SHORT TERM GOVT BOND ETF | 1,381,942 | $80.4m | 4.2% |
| VTI VANGUARD TOTAL STOCK MARKET - ETF | 207,968 | $77.0m | 4.0% |
| SPHQ INVESCO S&P 500 QUALITY - ETF | 765,065 | $68.9m | 3.6% |
| VIG VANGUARD DIVIDEND APPRECIATION - ETF | 261,759 | $61.9m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1357867")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.