0001357867-13-000006.txt : 20131018 0001357867-13-000006.hdr.sgml : 20131018 20131018162839 ACCESSION NUMBER: 0001357867-13-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 FILED AS OF DATE: 20131018 DATE AS OF CHANGE: 20131018 EFFECTIVENESS DATE: 20131018 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Evensky & Katz LLC CENTRAL INDEX KEY: 0001357867 IRS NUMBER: 651020240 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11891 FILM NUMBER: 131159709 BUSINESS ADDRESS: STREET 1: 2333 PONCE DE LEON BOULEVARD STREET 2: SUITE 1100 CITY: CORAL GABLES STATE: FL ZIP: 33134 BUSINESS PHONE: 305-448-8882 MAIL ADDRESS: STREET 1: 2333 PONCE DE LEON BOULEVARD STREET 2: SUITE 1100 CITY: CORAL GABLES STATE: FL ZIP: 33134 FORMER COMPANY: FORMER CONFORMED NAME: Evensky & Katz, Inc. DATE OF NAME CHANGE: 20060330 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001357867 XXXXXXXX 09-30-2013 09-30-2013 Evensky & Katz LLC

2333 PONCE DE LEON BOULEVARD SUITE 1100 CORAL GABLES FL 33134

13F HOLDINGS REPORT 028-11891 N Mena Bielow 305-448-8882 Mena Bielow Coral Gables FL 10-18-2013 0 36 239154 false INFORMATION TABLE 2 evensky13f3q2013.xml iSHARES MSCI JAPAN COM 464286848 1 100 SH SOLE 100 0 0 iSHARES MSCI EMERGING MKTS COM 464287234 1 32 SH SOLE 32 0 0 ISHARES TR DJ US FINL COM 464287788 1 20 SH SOLE 20 0 0 VANGUARD IDX FDS VALUE COM 922908744 3 46 SH SOLE 46 0 0 VANGUARD IDX FDS GROWTH COM 922908736 5 6 SH SOLE 6 0 0 ISHARES S&P GLBL INDX COM 464287572 5 77 SH SOLE 77 0 0 SCHWAB US DIVIDEND EQUITY ETF COM 808524797 6 200 SH SOLE 200 0 0 ISHARES MSCI EX-US COM 464288240 0 0 SH SOLE 0 0 0 S&P 500 BARRA GROWTH iSHARES COM 464287309 8 96 SH SOLE 96 0 0 SCHWAB US SMALL-CAP ETF COM 808524607 12 265 SH SOLE 265 0 0 iSHARES TR DJ TOTAL MARKET COM 464287846 14 165 SH SOLE 165 0 0 SCHWAB LG-CAP VALUE ETF COM 808524409 21 582 SH SOLE 582 0 0 VANGUARD DIV APPRECIATION COM 921908844 19 277 SH SOLE 277 0 0 iSHARES S&P SM VALUE COM 464287879 48 473 SH SOLE 473 0 0 SCHWAB INT'L SMALL-CAP ETF COM 808524888 65 2125 SH SOLE 2125 0 0 RUSSELL 2000 iSHARES COM 464287655 79 819 SH SOLE 819 0 0 SCHWAB EMG MKT EQUITY ETF COM 808524706 147 5991 SH SOLE 5991 0 0 SPDR TRUST UNIT SR COM 78462F103 94 562 SH SOLE 562 0 0 RUSSELL 2000 VALUE iSHARES COM 464287630 177 1937 SH SOLE 1937 0 0 SCHWAB INT'L EQUITY ETF COM 808524805 212 5782 SH SOLE 5782 0 0 SCHWAB US BROAD MKT ETF COM 808524102 497 12118 SH SOLE 12118 0 0 RUSSELL MIDCAP VALUE ISHARES COM 464287473 395 6489 SH SOLE 6489 0 0 RUSSELL 1000 iSHARES COM 464287622 442 4702 SH SOLE 4702 0 0 S&P 500 iSHARES COM 464287200 494 2927 SH SOLE 2927 0 0 iSHARES MSCI EAFE COM 464287465 680 10668 SH SOLE 10668 0 0 VANGUARD TOTAL BOND MKT COM 921937835 1904 23548 SH SOLE 23548 0 0 iSHARES TR LEHMAN BD FD COM 464287226 1996 18619 SH SOLE 18619 0 0 VANGUARD TOTAL STOCK MKT IDX COM 922908769 3767 42979 SH SOLE 42979 0 0 PIMCO ENHANCED SHORT MAT COM 72201R833 10243 101026 SH SOLE 101026 0 0 ISHARES MSCI USA MINIMUM VOLATILITY COM 46429B697 11062 332900 SH SOLE 332900 0 0 POWERSHARES S&P500 HIGH QUALITY COM 73935X682 11536 614929 SH SOLE 614929 0 0 POWERSHARES S&P500 LOW VOLATILITY COM 73937B779 11059 354483 SH SOLE 354483 0 0 VANGUARD MEGA CAP 300 IDX COM 921910873 11647 202816 SH SOLE 202816 0 0 BARCLAYS 1-3 YR CREDIT BOND COM 464288646 12353 117338 SH SOLE 117338 0 0 iSHARES S&P MID VALUE COM 464287705 25056 231964 SH SOLE 231964 0 0 RUSSELL 3000 iSHARES COM 464287689 135105 1335823 SH SOLE 1335823 0 0