Evensky & Katz LLC
Annual return '25
+17.7%
SPY '25
+17.7%
Alpha
+0.0ptsvs SPY
Invested
$1.8M
Holdings
72
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET
Q1 2026: Increased +112.2% (1.49M → 3.16M shares)
12.8%
02
$DFIC
DFA INTL CORE EQUITY 2- ETF
Q1 2026: Sold 97.4% (6.20M → 162.9k shares)
12.2%
03
$SCHB
SCHWAB US BROAD MARKET - ETF
Q1 2026: Increased +49.3% (8.28M → 12.36M shares)
11.7%
04
$AVUV
AVANTIS SMALL CAP VALUE - ETF
Q1 2026: Sold 86.7% (1.22M → 163.5k shares)
7.5%
05
$IWV
ISHARES RUSSELL 3000 INDEX - ETF
Q1 2026: Sold 53.9% (345.9k → 159.5k shares)
7.2%
06
$DFEM
DFA EMERGING MKTS CORE EQUITY 2 - ETF
Q1 2026: Sold 18.5% (2.42M → 1.97M shares)
4.6%
07
$VGSH
VANGUARD SHORT TERM GOVT BOND ETF
Q1 2026: Increased +46.9% (1.27M → 1.86M shares)
4.4%
08
$VTI
VANGUARD TOTAL STOCK MARKET - ETF
Q1 2026: Increased +2624.1% (226.2k → 6.16M shares)
3.9%
09
$SPHQ
INVESCO S&P 500 QUALITY - ETF
Q1 2026: Sold 82.6% (773.5k → 134.4k shares)
3.3%
10
$VIG
VANGUARD DIVIDEND APPRECIATION - ETF
Q1 2026: Increased +1731.3% (260.2k → 4.76M shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:27 UTC.