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Rebecca A Judd

Evensky & Katz Llc

Assets Managed
$1.758B
Holdings
72
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-0.8%(2Q avg: 1.01%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Evensky & Katz Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Evensky & Katz Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.758B in assets, with a quarterly growth rate of -0.8% and a 2-quarter average growth rate of 1.01%. The portfolio is managed by Rebecca A Judd, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 6.23%
12.81%
$225.169M
1.581M shares@ $142.43 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -2.39%
12.24%
$215.154M
6.056M shares@ $35.54 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -1.39%
11.66%
$204.954M
8.165M shares@ $25.1 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -1.96%
7.55%
$132.664M
1.201M shares@ $110.48 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Decreased -1.47%
7.19%
$126.33M
340,805 shares@ $370.69 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -2.15%
4.65%
$81.649M
2.363M shares@ $34.56 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 4.64%
4.42%
$77.557M
1.325M shares@ $58.54 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -4.65%
3.94%
$69.18M
215,643 shares@ $320.81 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Increased 0.22%
3.32%
$58.283M
775,144 shares@ $75.19 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 0.45%
3.2%
$56.201M
261,326 shares@ $215.07 avg price

1-10 of 72