Evensky & Katz LLC - Portfolio overview

Evensky & Katz LLC has 73 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES CORE S&P TOTAL US STOCK MARKET, 12.81%
2. DFIC - DFA INTL CORE EQUITY 2- ETF, 12.24%
3. SCHB - SCHWAB US BROAD MARKET - ETF, 11.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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