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Rebecca A Judd

Evensky & Katz Llc

Assets Managed
$1.936B
Holdings
72
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.14%(2Q avg: 4.67%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Evensky & Katz Llc's 2026 - Q2 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.936B in assets, with a quarterly growth rate of 10.14% and a 2-quarter average growth rate of 4.67%. 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 0.98%
13.55%
$262.24M
1.596M shares@ $164.28 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -2.18%
11.95%
$231.305M
7.987M shares@ $28.96 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 0.6%
11.73%
$226.968M
6.091M shares@ $37.26 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -3.4%
7.48%
$144.729M
1.16M shares@ $124.76 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Decreased -1.25%
7.42%
$143.497M
336,531 shares@ $426.41 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -3.23%
4.8%
$92.931M
2.287M shares@ $40.64 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 4.31%
4.16%
$80.429M
1.382M shares@ $58.2 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -3.55%
3.98%
$76.956M
207,968 shares@ $370.04 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Decreased -1.3%
3.57%
$68.932M
765,065 shares@ $90.1 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 0.17%
3.2%
$61.937M
261,759 shares@ $236.62 avg price

1-10 of 72