Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Evensky & Katz LLC (CIK 1357867) reported $1.76B across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($225.2M, 12.81%), DFIC ($215.2M, 12.24%), SCHB ($205.0M, 11.66%), AVUV ($132.7M, 7.55%), IWV ($126.3M, 7.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET | $225.2M | 12.81% | 1.6M | Added |
| 2 | DFIC | DFA INTL CORE EQUITY 2- ETF | $215.2M | 12.24% | 6.1M | Trimmed |
| 3 | SCHB | SCHWAB US BROAD MARKET - ETF | $205.0M | 11.66% | 8.2M | Trimmed |
| 4 | AVUV | AVANTIS SMALL CAP VALUE - ETF | $132.7M | 7.55% | 1.2M | Trimmed |
| 5 | IWV | ISHARES RUSSELL 3000 INDEX - ETF | $126.3M | 7.19% | 340,805 | Trimmed |
| 6 | DFEM | DFA EMERGING MKTS CORE EQUITY 2 - ETF | $81.6M | 4.64% | 2.4M | Trimmed |
| 7 | VGSH | VANGUARD SHORT TERM GOVT BOND ETF | $77.6M | 4.41% | 1.3M | Added |
| 8 | VTI | VANGUARD TOTAL STOCK MARKET - ETF | $69.2M | 3.93% | 215,643 | Trimmed |
| 9 | SPHQ | INVESCO S&P 500 QUALITY - ETF | $58.3M | 3.32% | 775,144 | Added |
| 10 | VIG | VANGUARD DIVIDEND APPRECIATION - ETF | $56.2M | 3.20% | 261,326 | Added |
| 11 | AVMV | AVANTIS US MID CAP VALUE ETF | $54.7M | 3.11% | 736,997 | Added |
| 12 | COWZ | PACER US CASH COWS 100 ETF | $52.5M | 2.98% | 838,488 | Added |
| 13 | URTH | iSHARES -MSCI WORLD INDEX - ETF | $51.8M | 2.95% | 287,975 | Trimmed |
| 14 | QQQ | NASDAQ 100 - ETF | $47.1M | 2.68% | 81,665 | Trimmed |
| 15 | IJJ | ISHARES S&P 400 MID VALUE INDEX - ETF | $44.4M | 2.53% | 335,183 | Trimmed |
| 16 | JHMD | JHANCOCK/DFA MULTIFACTOR DEVELOPED INTL | $33.7M | 1.91% | 794,282 | Trimmed |
| 17 | JPST | JP MORGAN ULTRA-SHORT INCOME ETF | $27.5M | 1.57% | 543,785 | Added |
| 18 | SLYV | SPDR S&P 600 SMALL CAP VALUE IDX - ETF | $25.2M | 1.43% | 266,705 | Trimmed |
| 19 | VOE | VANGUARD MID-CAP VALUE - ETF | $15.3M | 0.87% | 82,924 | Trimmed |
| 20 | CAPE | DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF | $15.1M | 0.86% | 489,986 | Trimmed |
| 21 | AGG | ISHARES TR BARCLAYS AGG BOND - ETF | $14.7M | 0.84% | 148,446 | Added |
| 22 | VTHR | VANGUARD RUSSELL 3000 INDEX - ETF | $11.8M | 0.67% | 41,052 | Trimmed |
| 23 | SPTM | SPDR TOTAL STOCK MARKET ETF | $11.2M | 0.64% | 141,417 | Trimmed |
| 24 | QQQM | INVESCO QQQ TRUST - ETF | $10.1M | 0.57% | 42,485 | Added |
| 25 | IEMG | ISHARES CORE MSCI EMG MKTS - ETF | $8.5M | 0.48% | 121,363 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31