Leo H. Evart, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LH Leo H. Evart, Inc. | Institutional Filer | — | $116.9M | 298 |
Current Portfolio Holdings
Showing all 298 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | — | 196K | $19.7M | 16.85% |
| 2 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | — | 346K | $10.1M | 8.61% |
| 3 | BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | — | 108K | $8.0M | 6.83% |
| 4 | BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | — | 77K | $5.9M | 5.06% |
| 5 | VTV | VANGUARD VALUE INDEX FUND ETF SHARES | — | 30K | $5.9M | 5.03% |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | — | 113K | $4.8M | 4.11% |
| 7 | VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | — | 11K | $4.8M | 4.07% |
| 8 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | — | 160K | $4.0M | 3.39% |
| 9 | AAPL | Apple Inc. | Technology | 13K | $3.4M | 2.90% |
| 10 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | — | 15K | $3.1M | 2.67% |
| 11 | SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | — | 95K | $2.9M | 2.49% |
| 12 | BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | — | 37K | $2.9M | 2.48% |
| 13 | GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | — | 29K | $2.9M | 2.45% |
| 14 | SCHM | SCHWAB U.S. MID-CAP ETF | — | 84K | $2.6M | 2.23% |
| 15 | VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | — | 9K | $2.5M | 2.13% |
Showing 1 to 15 of 298 holdings