Leo H. Evart

Latest statistics and disclosures from Leo H. Evart's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SCHD, SCHG, BIV, BND, RSPH, and represent 48.08% of Leo H. Evart's stock portfolio.
  • Added to shares of these 6 stocks: RSPH, SRE, AGG, SCHZ, UNH, SBUX.
  • Reduced shares in these 10 stocks: SCHD, BSV, VUG, VIG, VYM, BIV, SCHG, MSFT, VO, SCHA.
  • Sold out of its position in VYM.
  • Leo H. Evart was a net seller of stock by $-46k.
  • Leo H. Evart has $65M in assets under management (AUM), dropping by -9.55%.
  • Central Index Key (CIK): 0001920405

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Portfolio Holdings for Leo H. Evart

Leo H. Evart holds 34 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 12.9 $8.4M -9% 118k 70.76
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 12.4 $8.1M -2% 111k 72.72
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Vanguard Bd Index Fds Intermed Term (BIV) 8.6 $5.6M -3% 77k 72.31
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.4 $5.5M 78k 69.78
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Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 5.9 $3.8M +854% 140k 27.40
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Vanguard Index Fds Growth Etf (VUG) 5.5 $3.6M -8% 13k 272.30
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Vanguard Specialized Funds Div App Etf (VIG) 4.4 $2.9M -8% 19k 155.38
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Vanguard Index Fds Value Etf (VTV) 4.3 $2.8M 20k 137.93
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Apple (AAPL) 4.1 $2.6M 16k 171.21
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Vanguard World Fds Health Car Etf (VHT) 3.9 $2.6M 11k 235.11
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Vanguard Bd Index Fds Short Trm Bond (BSV) 3.6 $2.3M -19% 31k 75.17
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.0 $1.9M -5% 4.9k 392.72
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.0 $1.9M -2% 29k 67.68
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Vanguard Index Fds Small Cp Etf (VB) 2.7 $1.8M 9.3k 189.06
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Oracle Corporation (ORCL) 2.4 $1.6M 15k 105.92
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Vanguard Index Fds Mid Cap Etf (VO) 2.3 $1.5M -10% 7.1k 208.23
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.0 $1.3M -8% 32k 41.42
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.8 $1.1M -3% 12k 100.11
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Vanguard World Fds Inf Tech Etf (VGT) 1.1 $700k 1.7k 414.97
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Schwab Strategic Tr Us Aggregate B (SCHZ) 1.0 $626k 14k 44.23
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $471k 3.0k 159.47
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Tesla Motors (TSLA) 0.7 $462k 1.8k 250.22
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UnitedHealth (UNH) 0.6 $414k 821.00 504.00
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $399k -12% 12k 33.96
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Expeditors International of Washington (EXPD) 0.6 $394k 3.4k 114.63
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Microsoft Corporation (MSFT) 0.5 $353k -31% 1.1k 315.81
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Sempra Energy (SRE) 0.5 $349k +100% 5.1k 68.03
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Ishares Tr Core Us Aggbd Et (AGG) 0.5 $343k 3.6k 94.04
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Chevron Corporation (CVX) 0.5 $336k 2.0k 168.62
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Exxon Mobil Corporation (XOM) 0.4 $248k 2.1k 117.58
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Amazon (AMZN) 0.3 $213k -11% 1.7k 127.09
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Starbucks Corporation (SBUX) 0.3 $205k 2.3k 91.28
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Applied Materials (AMAT) 0.3 $203k 1.5k 138.45
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Johnson & Johnson (JNJ) 0.3 $203k -13% 1.3k 155.78
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Past Filings by Leo H. Evart

SEC 13F filings are viewable for Leo H. Evart going back to 2021