0001357867-14-000006.txt : 20140428 0001357867-14-000006.hdr.sgml : 20140428 20140428104724 ACCESSION NUMBER: 0001357867-14-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140428 DATE AS OF CHANGE: 20140428 EFFECTIVENESS DATE: 20140428 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: 14787917 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 false 0001357867 XXXXXXXX 03-31-2014 03-31-2014 false Evensky & Katz LLC

2333 Ponce De Leon Boulevard Suite 1100 Coral Gables FL 33134

13F HOLDINGS REPORT 028-11891 N Mena Bielow 3058-448-8882 Mena Bielow Coral Gables FL 04-28-2014 0 35 257727 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 3504 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 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 808524797 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 12 236 SH SOLE 280 0 0 iSHARES TR DJ TOTAL MARKET COM 464287846 15 165 SH SOLE 165 0 0 SCHWAB LG-CAP VALUE ETF COM 808524409 22 553 SH SOLE 601 0 0 VANGUARD DIV APPRECIATION COM 921908844 20 278 SH SOLE 278 0 0 iSHARES S&P SM VALUE COM 464287879 46 410 SH SOLE 410 0 0 SCHWAB INT'L SMALL-CAP ETF COM 808524888 76 2336 SH SOLE 2281 0 0 RUSSELL 2000 iSHARES COM 464287655 81 699 SH SOLE 828 0 0 SCHWAB EMG MKT EQUITY ETF COM 808524706 177 7311 SH SOLE 6871 0 0 SPDR TRUST UNIT SR COM 78462F103 105 565 SH SOLE 563 0 0 RUSSELL 2000 VALUE iSHARES COM 464287630 193 1920 SH SOLE 1942 0 0 SCHWAB INT'L EQUITY ETF COM 808524805 262 8341 SH SOLE 7514 0 0 SCHWAB US BROAD MKT ETF COM 808524102 637 13952 SH SOLE 12795 0 0 RUSSELL MIDCAP VALUE iSHARES COM 464287473 450 6550 SH SOLE 6550 0 0 RUSSELL 1000 iSHARES COM 464287622 435 4158 SH SOLE 4702 0 0 S&P 500 iSHARES COM 464287200 469 2680 SH SOLE 2956 0 0 iSHARES MSCI EAFE COM 464287465 693 10318 SH SOLE 10549 0 0 VANGUARD TOTAL BOND MKT COM 921937835 2268 27941 SH SOLE 28518 0 0 iSHARES TR LEHMAN BD FD COM 464287226 2302 21335 SH SOLE 21718 0 0 VANGUARD TOTAL STOCK MKT IDX COM 922908769 4060 41662 SH SOLE 43101 0 0 PIMCO ENHANCED SHORT MAT COM 72201R833 10926 107784 SH SOLE 98311 0 0 iSHARES MSCI USA MINIMUM VOLATILITY COM 46429B697 12223 339082 SH SOLE 339659 0 0 POWERSHARES S&P 500 HIGH QUALITY COM 73935X682 12697 613119 SH SOLE 615470 0 0 POWERSHARES S&P 500 LOW VOLATILITY COM 73937B779 12299 361438 SH SOLE 359922 0 0 VANGUARD MEGA CAP 300 IDX COM 921910873 12904 202004 SH SOLE 203706 0 0 BARCLAYS 1-3 YR CREDIT BOND COM 464288646 12678 120342 SH SOLE 117338 0 0 iSHARES S&P MID VALUE COM 464287705 27132 225363 SH SOLE 232534 0 0 RUSSELL 3000 iSHARES COM 464287689 144512 1286727 SH SOLE 1326519 0 0