0001357867-14-000008.txt : 20140724 0001357867-14-000008.hdr.sgml : 20140724 20140724160528 ACCESSION NUMBER: 0001357867-14-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140724 DATE AS OF CHANGE: 20140724 EFFECTIVENESS DATE: 20140724 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Evensky & Katz LLC CENTRAL INDEX KEY: 0001357867 IRS NUMBER: 208261109 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11891 FILM NUMBER: 14991401 BUSINESS ADDRESS: STREET 1: 4000 PONCE DE LEON BOULEVARD STREET 2: SUITE 850 CITY: CORAL GABLES STATE: FL ZIP: 33146 BUSINESS PHONE: 305-448-8882 MAIL ADDRESS: STREET 1: 4000 PONCE DE LEON BOULEVARD STREET 2: SUITE 850 CITY: CORAL GABLES STATE: FL ZIP: 33146 FORMER COMPANY: FORMER CONFORMED NAME: Evensky & Katz, Inc. DATE OF NAME CHANGE: 20060330 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001357867 XXXXXXXX 06-30-2014 06-30-2014 false Evensky & Katz LLC

4000 Ponce De Leon Boulevard Suite 850 Coral Gables FL 33146

13F HOLDINGS REPORT 028-11891 N Mena Bielow 3058-448-8882 Mena Bielow Coral Gables FL 07-24-2014 0 35 266406 INFORMATION TABLE 2 infotable.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 DJUS FINL COM 464287788 1 20 SH SOLE 20 0 0 VANGUARD IDX FDS VALUE COM 922908744 3 47 SH SOLE 47 0 0 VANGUARD IDX FDS GROWTH COM 922908736 1 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 808524797 7 200 SH SOLE 200 0 0 S&P 500 BARRA GROWTH iSHARES COM 464287309 10 97 SH SOLE 97 0 0 SCHWAB US SMALL-CAP ETF COM 808524607 9 168 SH SOLE 168 0 0 iSHARES TR DJ TOTAL MARKET COM 464287846 16 165 SH SOLE 165 0 0 SCHWAB LG-CAP VALUE ETF COM 808524409 20 487 SH SOLE 487 0 0 VANGUARD DIV APPRECIATION COM 921908844 34 443 SH SOLE 443 0 0 iSHARES S&P SM VALUE COM 464287879 42 366 SH SOLE 366 0 0 SCHWAB INT'L SMALL-CAP ETF COM 808524888 87 2540 SH SOLE 2540 0 0 RUSSELL 2000 iSHARES COM 464287655 200 1684 SH SOLE 1684 0 0 SCHWAB EMG MKT EQUITY ETF COM 808524706 195 7495 SH SOLE 7495 0 0 SPDR TRUST UNIT SR COM 78462F103 111 567 SH SOLE 567 0 0 RUSSELL 2000 VALUE iSHARES COM 464287630 173 1682 SH SOLE 1682 0 0 SCHWAB INT'L EQUITY ETF COM 808524805 313 9517 SH SOLE 9517 0 0 SCHWAB US BROAD MKT ETF COM 808524102 746 15639 SH SOLE 15639 0 0 RUSSELL MIDCAP VALUE iSHARES COM 464287473 477 6578 SH SOLE 6578 0 0 RUSSELL 1000 iSHARES COM 464287622 459 4175 SH SOLE 4175 0 0 S&P 500 iSHARES COM 464287200 521 2645 SH SOLE 2645 0 0 iSHARES MSCI EAFE COM 464287465 719 10527 SH SOLE 10527 0 0 VANGUARD TOTAL BOND MKT COM 921937835 2327 28307 SH SOLE 28307 0 0 iSHARES TR LEHMAN BD FD COM 464287226 2311 21128 SH SOLE 21128 0 0 VANGUARD TOTAL STOCK MKT IDX COM 922908769 4182 41099 SH SOLE 41099 0 0 PIMCO ENHANCED SHORT MAT COM 72201R833 10429 102856 SH SOLE 102856 0 0 iSHARES MSCI USA MINIMUM VOLATILITY COM 46429B697 12504 335970 SH SOLE 335970 0 0 POWERSHARES S&P 500 HIGH QUALITY COM 73935X682 12970 604706 SH SOLE 604706 0 0 POWERSHARES S&P 500 LOW VOLATILITY COM 73937B779 12675 354165 SH SOLE 354165 0 0 VANGUARD MEGA CAP 300 IDX COM 921910873 13341 199310 SH SOLE 199310 0 0 BARCLAYS 1-3 YR CREDIT BOND COM 464288646 12668 119880 SH SOLE 119880 0 0 iSHARES S&P MID VALUE COM 464287705 28152 221811 SH SOLE 221811 0 0 RUSSELL 3000 iSHARES COM 464287689 150695 1279897 SH SOLE 1279897 0 0