0001357867-14-000002.txt : 20140128
0001357867-14-000002.hdr.sgml : 20140128
20140128133430
ACCESSION NUMBER: 0001357867-14-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20131231
FILED AS OF DATE: 20140128
DATE AS OF CHANGE: 20140128
EFFECTIVENESS DATE: 20140128
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: 14551938
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
true
true
0001357867
XXXXXXXX
12-31-2013
12-31-2013
false
Evensky & Katz LLC
2333 Ponce De Leon Boulevard
Suite 1100
Coral Gables
FL
33134
13F HOLDINGS REPORT
028-11891
N
Mena Bielow
Chief Compliance Officer
3058-448-8882
Mena Bielow
Coral Gables
FL
01-28-2014
0
35
258133
INFORMATION TABLE
2
infotable.xml
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1
100
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SOLE
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0
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SOLE
3504
0
0
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COM
464287788
1
20
SH
SOLE
20
0
0
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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
6
78
SH
SOLE
78
0
0
SCHWAB US DIVIDEND EQUITY ETF
COM
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7
200
SH
SOLE
200
0
0
S&P 500 BARRA GROWTH iSHARES
COM
464287309
9
97
SH
SOLE
97
0
0
SCHWAB US SMALL-CAP ETF
COM
808524607
14
280
SH
SOLE
280
0
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iSHARES TR DJ TOTAL MARKET
COM
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15
165
SH
SOLE
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COM
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24
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COM
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SPDR TRUST UNIT SR
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SOLE
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COM
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SOLE
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COM
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COM
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SOLE
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iSHARES MSCI USA MINIMUM VOLATILITY
COM
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SOLE
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COM
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POWERSHARES S&P 500 LOW VOLATILITY
COM
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SOLE
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VANGUARD MEGA CAP 300 IDX
COM
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SOLE
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BARCLAYS 1-3 YR CREDIT BOND
COM
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12353
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SOLE
117338
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iSHARES S&P MID VALUE
COM
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SOLE
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RUSSELL 3000 iSHARES
COM
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