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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

Q4 2025 · Filed 2026-02-05
Market Value
$1.8B
+3.1%
Holdings
73
New Purchases
1
Added To
44
Closed
1
Reduced
26
Top 10 Concentration
70.9%
Turnover
2.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DFIC 12.06% 11.75% +0.32% $214M
DFUV 0.30% 0.00% +0.30% $5M
ITOT 12.49% 12.21% +0.27% $221M
AVMV 2.91% 2.79% +0.12% $52M
COWZ 2.79% 2.69% +0.09% $49M
CORP 0.28% 0.22% +0.06% $5M
QQQM 0.53% 0.50% +0.04% $9M
AVUV 7.05% 7.02% +0.03% $125M
VGSH 4.20% 4.18% +0.01% $74M
BND 0.12% 0.11% +0.01% $2M
IEFA 0.06% 0.05% +0.01% $1M
SCHF 0.18% 0.17% +0.01% $3M
SUB 0.12% 0.11% +0.01% $2M
VOO 0.02% 0.02% +0.01% $434K
MUB 0.02% 0.01% +0.01% $377K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHB 12.25% 12.71% -0.45% $217M
VTI 4.28% 4.49% -0.22% $76M
IWV 7.55% 7.71% -0.16% $134M
QQQ 2.90% 3.03% -0.13% $51M
CAPE 0.96% 1.01% -0.05% $17M
IJJ 2.57% 2.61% -0.04% $46M
VTHR 0.70% 0.74% -0.04% $12M
URTH 3.02% 3.05% -0.03% $54M
SCHO 0.35% 0.37% -0.03% $6M
DFEM 4.51% 4.53% -0.03% $80M
VOE 0.85% 0.87% -0.02% $15M
SPTM 0.69% 0.70% -0.02% $12M
IEMG 0.51% 0.52% -0.01% $9M
AOM 0.00% 0.01% -0.01% $0
VIOV 0.11% 0.13% -0.01% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 8 $138M 7.8%
Large Cap 46 $1.3B 73.0%
Mid Cap 11 $227M 12.8%
Small Cap 7 $97M 5.4%
Micro Cap 1 $17M 1.0%

Portfolio Analytics

Avg Market Cap
$105.1B
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 ITOT 12.49% 1,488,295 $221M $148.69 $11M +47,451 +3.3%
2 SCHB 12.25% 8,280,843 $217M $26.23 -$1M -212,118 -2.5%
3 DFIC 12.06% 6,203,903 $214M $34.46 $12M +47,957 +0.8%
4 IWV 7.55% 345,905 $134M $386.85 $1M -3,535 -1.0%
5 AVUV 7.05% 1,224,966 $125M $101.98 $4M +13,251 +1.1%
6 DFEM 4.51% 2,415,304 $80M $33.08 $2M -13,878 -0.6%
7 VTI 4.28% 226,168 $76M $335.27 -$1M -9,192 -3.9%
8 VGSH 4.20% 1,266,169 $74M $58.73 $3M +45,213 +3.7%
9 SPHQ 3.27% 773,450 $58M $75.05 $2M +2,518 +0.3%
10 VIG 3.23% 260,157 $57M $219.78 $2M +2,432 +0.9%
11 URTH 3.02% 288,340 $54M $185.77 $1M -552 -0.2%
12 AVMV 2.91% 725,469 $52M $71.20 $4M +28,626 +4.1%
13 QQQ 2.90% 83,705 $51M $614.31 -$733K -3,165 -3.6%
14 COWZ 2.79% 820,713 $49M $60.17 $3M +15,597 +1.9%
15 IJJ 2.57% 345,893 $46M $131.59 $649K +16
16 JHMD 1.98% 846,631 $35M $41.53 $1M -6,986 -0.8%
17 JPST 1.50% 525,679 $27M $50.59 $925K +19,694 +3.9%
18 SLYV 1.43% 278,480 $25M $90.97 $588K -651 -0.2%
19 CAPE 0.96% 526,634 $17M $32.24 -$359K -5,468 -1.0%
20 VOE 0.85% 85,096 $15M $177.36 $138K -564 -0.7%
21 AGG 0.79% 139,416 $14M $99.88 $530K +5,800 +4.3%
22 VTHR 0.70% 41,455 $12M $300.33 -$249K -1,693 -3.9%
23 SPTM 0.69% 147,621 $12M $82.50 $66K -2,571 -1.7%
24 QQQM 0.53% 37,473 $9M $252.93 $891K +2,724 +7.8%
25 IEMG 0.51% 134,584 $9M $67.22 $26K -2,266 -1.7%
26 SCHO 0.35% 251,825 $6M $24.37 -$264K -10,496 -4.0%
27 DFUV 0.30% 115,447 $5M $46.59 +115,447 NEW
28 CORP 0.28% 50,020 $5M $97.84 $1M +11,545 +30.0%
29 IQLT 0.27% 106,595 $5M $45.45 $144K +205 +0.2%
30 MDY 0.26% 7,508 $5M $603.36 $80K +43 +0.6%
31 AVDE 0.25% 54,556 $4M $82.32 $141K -574 -1.0%
32 IVV 0.25% 6,357 $4M $684.91 $241K +212 +3.5%
33 DFAT 0.24% 72,819 $4M $59.54 $97K -165 -0.2%
34 IWB 0.21% 9,923 $4M $373.37 $82K +11 +0.1%
35 IJS 0.21% 32,045 $4M $113.72 $66K -310 -1.0%
36 SPY 0.20% 5,306 $4M $681.87 -$23K -160 -2.9%
37 SCHF 0.18% 134,679 $3M $24.04 $241K +5,944 +4.6%
38 BSV 0.18% 39,772 $3M $78.80 $148K +1,933 +5.1%
39 TFI 0.16% 60,460 $3M $45.72 $65K +1,231 +2.1%
40 IWR 0.13% 24,797 $2M $96.26 -$5K +23 +0.1%
41 DFSV 0.13% 72,541 $2M $32.89 $85K +266 +0.4%
42 BND 0.12% 28,175 $2M $74.07 $243K +3,378 +13.6%
43 SUB 0.12% 19,465 $2M $106.70 $203K +1,914 +10.9%
44 VIOV 0.11% 20,409 $2M $97.75 -$173K -2,355 -10.3%
45 JHSC 0.10% 43,829 $2M $41.98 $12K +153 +0.3%
46 IDEV 0.10% 21,809 $2M $82.49 $60K +122 +0.6%
47 AVEM 0.10% 22,417 $2M $77.04 -$53K -1,281 -5.4%
48 IJH 0.09% 23,045 $2M $66.00 $52K +541 +2.4%
49 IWS 0.07% 8,572 $1M $141.04 -$42K -383 -4.3%
50 IEFA 0.06% 12,732 $1M $89.46 $201K +1,994 +18.6%
51 IVE 0.06% 5,237 $1M $212.14 $34K +24 +0.5%
52 SCHX 0.06% 37,574 $1M $26.91 $13K -331 -0.9%
53 JHEM 0.06% 29,621 $975K $32.92 -$9K -1,462 -4.7%
54 IWM 0.05% 3,673 $904K $246.12 $17K +8 +0.2%
55 SCHE 0.04% 19,964 $654K $32.76 $28K +1,203 +6.4%
56 ISTB 0.04% 13,241 $646K $48.79 $9K +208 +1.6%
57 SPTS 0.03% 18,012 $527K $29.26 $6K +231 +1.3%
58 SCHA 0.03% 16,167 $460K $28.45 $10K +47 +0.3%
59 VOO 0.02% 692 $434K $627.17 $139K +210 +43.6%
60 SHM 0.02% 7,856 $377K $47.99 $4K +111 +1.4%
61 MUB 0.02% 3,517 $377K $107.19 $134K +1,239 +54.4%
62 VBR 0.02% 1,415 $300K $212.01 $7K +11 +0.8%
63 DIA 0.01% 462 $222K $480.52 $8K
64 EFA 0.01% 2,269 $218K $96.08 -$15K -222 -8.9%
65 VEA 0.01% 2,975 $186K $62.52 $74K +1,101 +58.8%
66 IJR 0.01% 1,468 $176K $119.89 $66K +538 +57.9%
67 SCHZ 0.01% 5,641 $132K $23.40 -$1K -40 -0.7%
68 VWO 0.01% 2,331 $125K $53.63 $22K +431 +22.7%
69 VTV 0.01% 552 $106K $192.03 $4K +6 +1.1%
70 SCHV 0.01% 3,073 $91K $29.61 $2K +14 +0.5%
71 IWN —% 274 $50K $182.48 $1K -4 -1.4%
72 DFAC —% 653 $26K $39.82 $1K +2 +0.3%
73 AOM —% -$237K -4,991 -100.0% SOLD

New Positions

SymbolValue% Port
DFUV $5M 0.30%

Sold Out Positions

SymbolValue% Port
AOM —%
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