account_balance

Investment manager · 13F filer · SEC CIK 1357867

Evensky & Katz LLC

Reported value$1.91Bas of Sep 30, 2026
Positions69 0 new, 3 sold out
Top 10 weight72.3%ITOT alone is 14%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ITOT iShares Core S&P Total US Stock Market 14.2% Added +3%
DFIC Dfa Intl Core Equity 2- ETF 12.2% Held
SCHB Schwab US Broad Market - ETF 12.0% Trimmed −2%
IWV iShares Russell 3000 Index - ETF 7.4% Trimmed −3%
AVUV Avantis Small Cap Value - ETF 7.0% Held
DFEM Dfa Emerging MKTS Core Equity 2 - ETF 4.8% Held
VGSH Vanguard Short Term Govt Bond ETF 4.3% Added +3%
VTI Vanguard Total Stock Market - ETF 4.0% Held
SPHQ Invesco S&P 500 Quality - ETF 3.4% Held
VIG Vanguard Dividend Appreciation - ETF 3.2% Held
URTH iSHARES -msci World Index - ETF 3.1% Held
AVMV Avantis US Mid Cap Value ETF 3.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 22, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • BSV +11%
  • IVV +7%
  • AGG +7%
  • QQQM +5%
arrow_downwardTrimmed
  • DFUV −4%
  • DFAT −3%
  • QQQ −3%
  • IEMG −3%
remove_circleSold out
  • DIA $241K
  • DFAC $29K
  • CAPE $22K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist