Leo H. Evart, Inc. 13F Holdings
CIK 0001920405 · REDWOOD CITY, CA
As of Sep 30, 2023, Leo H. Evart, Inc. reported 34 positions worth $65.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 118,383 | $8.4M | 12.85% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 111,026 | $8.1M | 12.39% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 77,106 | $5.6M | 8.56% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 78,331 | $5.5M | 8.39% |
| INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | RSPH | — | 140,274 | $3.8M | 5.90% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 13,118 | $3.6M | 5.48% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 18,478 | $2.9M | 4.41% |
| VANGUARD VALUE INDEX FUND | VTV | — | 20,384 | $2.8M | 4.31% |
| APPLE INC | AAPL | Technology | 15,458 | $2.6M | 4.06% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 10,863 | $2.6M | 3.92% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 31,208 | $2.3M | 3.60% |
| VANGUARD 500 INDEX FUND | VOO | — | 4,937 |