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Asset Manager ← All Institutions

Evensky & Katz LLC

4000 PONCE DE LEON BOULEVARD SUITE 850, CORAL GABLES, FL 33146 • 305-448-8882

Q3 2025 · Filed 2025-11-13
Market Value
$1.7B
+5.3%
Holdings
73
-5
New Purchases
1
Added To
27
Closed
1
Reduced
39
Top 10 Concentration
71.1%
Turnover
2.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVMV 2.79% 2.01% +0.78% $48M
ITOT 12.21% 11.48% +0.73% $210M
AVUV 7.02% 6.82% +0.20% $121M
DFEM 4.53% 4.40% +0.13% $78M
CORP 0.22% 0.13% +0.09% $4M
QQQM 0.50% 0.41% +0.09% $9M
URTH 3.05% 2.98% +0.07% $52M
COWZ 2.69% 2.63% +0.06% $46M
DFIC 11.75% 11.70% +0.04% $202M
VIG 3.24% 3.21% +0.03% $56M
SLYV 1.44% 1.42% +0.02% $25M
TFI 0.16% 0.14% +0.02% $3M
AOM 0.01% 0.00% +0.01% $237K
SPY 0.21% 0.20% +0.01% $4M
SPTM 0.70% 0.70% +0.01% $12M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IJJ 2.61% 3.43% -0.82% $45M
VTI 4.49% 5.25% -0.75% $77M
JHMD 1.99% 2.14% -0.15% $34M
SCHB 12.71% 12.82% -0.11% $218M
SPHQ 3.29% 3.37% -0.08% $57M
CAPE 1.01% 1.07% -0.07% $17M
IWV 7.71% 7.76% -0.05% $132M
VGSH 4.18% 4.23% -0.05% $72M
QQQ 3.03% 3.06% -0.03% $52M
SCHO 0.37% 0.40% -0.03% $6M
IVV 0.24% 0.26% -0.02% $4M
AVDE 0.25% 0.28% -0.02% $4M
VOE 0.87% 0.89% -0.02% $15M
IQLT 0.27% 0.29% -0.02% $5M
SUB 0.11% 0.13% -0.02% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 8 $139M 8.1%
Large Cap 45 $1.2B 72.6%
Mid Cap 11 $223M 13.0%
Small Cap 8 $91M 5.3%
Micro Cap 1 $17M 1.0%

Portfolio Analytics

Avg Market Cap
$104.9B
Median Market Cap
$23.5B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.92
# Stocks
0
# ETFs / Funds
73

Top Holdings (73 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHB 12.71% 8,492,961 $218M $25.71 $9M -287,371 -3.3%
2 ITOT 12.21% 1,440,844 $210M $145.65 $22M +52,493 +3.8%
3 DFIC 11.75% 6,155,946 $202M $32.79 $11M +9,785 +0.2%
4 IWV 7.71% 349,440 $132M $378.94 $6M -11,404 -3.2%
5 AVUV 7.02% 1,211,715 $121M $99.53 $9M -10,003 -0.8%
6 DFEM 4.53% 2,429,182 $78M $32.07 $6M +8,980 +0.4%
7 VTI 4.49% 235,360 $77M $328.17 -$8M -46,425 -16.5%
8 VGSH 4.18% 1,220,956 $72M $58.85 $3M +45,307 +3.9%
9 SPHQ 3.29% 770,932 $57M $73.29 $2M -500 -0.1%
10 VIG 3.24% 257,725 $56M $215.79 $3M +1,777 +0.7%
11 URTH 3.05% 288,892 $52M $181.56 $4M +1,575 +0.6%
12 QQQ 3.03% 86,870 $52M $600.37 $2M -3,802 -4.2%
13 AVMV 2.79% 696,843 $48M $68.89 $15M +195,276 +38.9%
14 COWZ 2.69% 805,116 $46M $57.47 $3M +24,458 +3.1%
15 IJJ 2.61% 345,877 $45M $129.72 -$11M -107,062 -23.6%
16 JHMD 1.99% 853,617 $34M $39.98 -$778K -58,474 -6.4%
17 JPST 1.49% 505,985 $26M $50.73 $1M +20,279 +4.2%
18 SLYV 1.44% 279,131 $25M $88.65 $2M -10,642 -3.7%
19 CAPE 1.01% 532,102 $17M $32.58 -$212K -19,564 -3.5%
20 VOE 0.87% 85,660 $15M $174.59 $404K -2,815 -3.2%
21 AGG 0.78% 133,616 $13M $100.25 $494K +3,565 +2.7%
22 VTHR 0.74% 43,148 $13M $294.31 $571K -1,316 -3.0%
23 SPTM 0.70% 150,192 $12M $80.65 $696K -2,252 -1.5%
24 IEMG 0.52% 136,850 $9M $65.92 $480K -5,431 -3.8%
25 QQQM 0.50% 34,749 $9M $247.12 $2M +5,165 +17.5%
26 SCHO 0.37% 262,321 $6M $24.40 -$130K -5,547 -2.1%
27 IQLT 0.27% 106,390 $5M $44.19 -$54K -3,629 -3.3%
28 MDY 0.26% 7,465 $4M $596.12 $230K +16 +0.2%
29 AVDE 0.25% 55,130 $4M $78.90 -$156K -5,750 -9.4%
30 DFAT 0.25% 72,984 $4M $58.08 $301K
31 IVV 0.24% 6,145 $4M $669.32 -$190K -786 -11.3%
32 CORP 0.22% 38,475 $4M $98.61 $2M +16,244 +73.1%
33 SPY 0.21% 5,466 $4M $666.12 $365K +164 +3.1%
34 IWB 0.21% 9,912 $4M $365.52 $243K -43 -0.4%
35 IJS 0.21% 32,355 $4M $110.59 $227K -1,331 -4.0%
36 SCHF 0.17% 128,735 $3M $23.28 -$42K -8,759 -6.4%
37 BSV 0.17% 37,839 $3M $78.91 $155K +1,867 +5.2%
38 TFI 0.16% 59,229 $3M $45.57 $493K +9,837 +19.9%
39 IWR 0.14% 24,774 $2M $96.55 $36K -842 -3.3%
40 DFSV 0.13% 72,275 $2M $31.84 $178K +125 +0.2%
41 VIOV 0.13% 22,764 $2M $95.24 $182K -447 -1.9%
42 SUB 0.11% 17,551 $2M $106.77 -$187K -1,828 -9.4%
43 BND 0.11% 24,797 $2M $74.36 $7K -154 -0.6%
44 JHSC 0.11% 43,676 $2M $41.85 $122K
45 AVEM 0.10% 23,698 $2M $75.11 $156K
46 IDEV 0.10% 21,687 $2M $80.19 $17K -961 -4.2%
47 IJH 0.09% 22,504 $1M $65.28 -$50K -1,992 -8.1%
48 IWS 0.07% 8,955 $1M $139.70 $56K -85 -0.9%
49 IVE 0.06% 5,213 $1M $206.60 $63K +22 +0.4%
50 SCHX 0.06% 37,905 $998K $26.33 $65K -283 -0.7%
51 JHEM 0.06% 31,083 $984K $31.66 $77K
52 IEFA 0.05% 10,738 $938K $87.35 -$22K -756 -6.6%
53 IWM 0.05% 3,665 $887K $242.02 $97K +5 +0.1%
54 ISTB 0.04% 13,033 $637K $48.88 $26K +483 +3.9%
55 SCHE 0.04% 18,761 $626K $33.37 $52K -274 -1.4%
56 SPTS 0.03% 17,781 $521K $29.30 $5K +176 +1.0%
57 SCHA 0.03% 16,120 $450K $27.92 $21K -843 -5.0%
58 SHM 0.02% 7,745 $373K $48.16 -$42K -922 -10.6%
59 VOO 0.02% 482 $295K $612.03 -$93K -202 -29.5%
60 VBR 0.02% 1,404 $293K $208.69 $20K +6 +0.4%
61 MUB 0.01% 2,278 $243K $106.67 $7K +18 +0.8%
62 AOM 0.01% 4,991 $237K $47.49 +4,991 NEW
63 EFA 0.01% 2,491 $233K $93.54 $10K
64 DIA 0.01% 462 $214K $463.20 $1K -21 -4.3%
65 SCHZ 0.01% 5,681 $133K $23.41 $2K +58 +1.0%
66 VEA 0.01% 1,874 $112K $59.77 $4K -24 -1.3%
67 IJR 0.01% 930 $110K $118.28 -$7K -137 -12.8%
68 VWO 0.01% 1,900 $103K $54.21 $10K +10 +0.5%
69 VTV 0.01% 546 $102K $186.81 $6K +2 +0.4%
70 SCHV 0.01% 3,059 $89K $29.09 -140 -4.4%
71 IWN —% 278 $49K $176.26 -$16K -131 -32.0%
72 DFAC —% 651 $25K $38.40 $2K +2 +0.3%
73 IVOV —% -$89K -931 -100.0% SOLD

New Positions

SymbolValue% Port
AOM $237K 0.01%

Sold Out Positions

SymbolValue% Port
IVOV —%
View SEC EDGAR Filings for Evensky & Katz LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms