LH
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Leo H. Evart, Inc.13F | |
Leo H. Evart, Inc. | |
Last update 2023-11-21 | 34 Stocks (0 new) |
Value $65.00 Mil | Turnover 5 % |
Portfolio Report |
Leo H. Evart, Inc. Top Holdings of 2023-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 118,383 | 8376.810 | -9.64% | 12.850 | -1.27% | 0.020 | +2.59% | +10.68% | 62945.477 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 111,026 | 8073.790 | -2.46% | 12.390 | -0.29% | 0.040 | +8.98% | +29.32% | 34266.573 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 77,106 | 5575.530 | -3.65% | 8.560 | -0.31% | 0.040 | +0.13% | -0.29% | 18695.091 | ||
BND | Vanguard Total Bond Market ETF | 78,331 | 5465.930 | -0.50% | 8.390 | -0.04% | 0.010 | +0.14% | -0.57% | 111484.755 | ||
RYH | RYH | 140,274 | 3843.500 | +854.89% | 5.900 | +5.28% | - | -0.65% | +3.29% | 0.000 | ||
VUG | Vanguard Growth ETF | 13,118 | 3572.090 | -8.48% | 5.480 | -0.48% | 0.000 | +9.25% | +27.48% | 133782.802 | ||
VIG | Vanguard Dividend Appreciation FTF | 18,478 | 2871.150 | -8.79% | 4.410 | -0.40% | 0.000 | +4.77% | +15.82% | 82287.633 | ||
VTV | Vanguard Value ETF | 20,384 | 2811.560 | -0.67% | 4.310 | -0.03% | 0.000 | +4.06% | +16.00% | 121852.445 | ||
AAPL | Apple Inc | 15,458 | 2646.570 | -1.72% | 4.060 | -0.07% | 0.000 | +7.24% | +21.89% | 3554423.148 | Hardware | |
VHT | Vanguard Health Care ETF | 10,863 | 2554.000 | -1.67% | 3.920 | -0.06% | 0.020 | -0.97% | +8.82% | 18213.353 |
Leo H. Evart, Inc.'s Historical Top Holdings Breakdowns
Leo H. Evart, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
RYH | RYH | 2023-09-30 | Add | +5.28% | 27.4 ($67.06) 298.88 | $286.91 | 327.84% | Add 854.89% | 140,274 | 125,584 | |
SCHD | Schwab US Dividend Equity ETF | 2023-09-30 | Reduce | -1.27% | 70.63 ($73.61) 75.66 | $28.09 | -61.84% | Reduce -9.64% | 118,383 | -12,626 | |
BSV | Vanguard Short-Term Bond ETF | 2023-09-30 | Reduce | -0.77% | 74.97 ($75.38) 75.93 | $77.77 | 3.17% | Reduce -19.06% | 31,208 | -7,347 | |
VUG | Vanguard Growth ETF | 2023-09-30 | Reduce | -0.48% | 269.56 ($283.37) 293.5 | $396.30 | 39.85% | Reduce -8.48% | 13,118 | -1,216 | |
VIG | Vanguard Dividend Appreciation FTF | 2023-09-30 | Reduce | -0.40% | 155.38 ($162.1) 166.95 | $197.35 | 21.75% | Reduce -8.79% | 18,478 | -1,781 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2023-09-30 | Reduce | -0.31% | 72.11 ($73.97) 75.67 | $76.16 | 2.96% | Reduce -3.65% | 77,106 | -2,922 | |
VYM | Vanguard High Dividend Yield Indx ETF | 2023-09-30 | Sold Out | -0.31% | 103.32 ($107.3) 110.34 | $128.57 | 19.82% | Sold Out | 0 | -2,100 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2023-09-30 | Reduce | -0.29% | 71.99 ($75.29) 78.02 | $26.82 | -64.38% | Reduce -2.46% | 111,026 | -2,805 | |
MSFT | Microsoft Corp | 2023-09-30 | Reduce | -0.25% | 312.14 ($330.44) 359.49 | $431.97 | 30.73% | Reduce -31.97% | 1,117 | -525 | |
VO | Vanguard Mid-Cap ETF | 2023-09-30 | Reduce | -0.24% | 206.6 ($219.36) 228.23 | $266.06 | 21.29% | Reduce -10.07% | 7,066 | -791 |
Leo H. Evart, Inc. Total Holding History ($B)
Leo H. Evart, Inc.'s Asset Allocation
Leo H. Evart, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Leo H. Evart, Inc.'s Hypothetical Growth since 2023-09-30
Leo H. Evart, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Leo H. Evart, Inc.'s Holdings Heat Map
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Leo H. Evart, Inc.'s Holdings Bubble Chart
Leo H. Evart, Inc. News
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