LH

Leo H. Evart, Inc.

13F
Leo H. Evart, Inc.
Last update 2023-11-21 34 Stocks (0 new)
Value $65.00 Mil Turnover 5 %
Countries:
Top Holdings: SCHD(12.85%)SCHG(12.39%)BIV(8.56%)BND(8.39%)RYH(5.90%)
Portfolio Report
Summary Stock Picks Current Portfolio
Leo H. Evart, Inc. Top Holdings of 2023-09-30 View Full List
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 View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RYH 		RYH2023-09-30Add
+5.28%
●
27.4 ($67.06) 298.88
$286.91
327.84%
Add 854.89%
140,274
125,584
SCHD 		Schwab US Dividend Equity ETF2023-09-30Reduce
-1.27%
●
70.63 ($73.61) 75.66
$28.09
-61.84%
Reduce -9.64%
118,383
-12,626
BSV 		Vanguard Short-Term Bond ETF2023-09-30Reduce
-0.77%
●
74.97 ($75.38) 75.93
$77.77
3.17%
Reduce -19.06%
31,208
-7,347
VUG 		Vanguard Growth ETF2023-09-30Reduce
-0.48%
●
269.56 ($283.37) 293.5
$396.30
39.85%
Reduce -8.48%
13,118
-1,216
VIG 		Vanguard Dividend Appreciation FTF2023-09-30Reduce
-0.40%
●
155.38 ($162.1) 166.95
$197.35
21.75%
Reduce -8.79%
18,478
-1,781
BIV 		Vanguard Intermediate-Term Bond ETF2023-09-30Reduce
-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 ETF2023-09-30Sold 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 ETF2023-09-30Reduce
-0.29%
●
71.99 ($75.29) 78.02
$26.82
-64.38%
Reduce -2.46%
111,026
-2,805
MSFT 		Microsoft Corp2023-09-30Reduce
-0.25%
●
312.14 ($330.44) 359.49
$431.97
30.73%
Reduce -31.97%
1,117
-525
VO 		Vanguard Mid-Cap ETF2023-09-30Reduce
-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)

To

Leo H. Evart, Inc.'s Asset Allocation

To

Leo H. Evart, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Leo H. Evart, Inc.'s Hypothetical Growth since 2023-09-30

Leo H. Evart, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Leo H. Evart, Inc.'s Holdings Heat Map

Size field:

Leo H. Evart, Inc.'s Holdings Bubble Chart

Leo H. Evart, Inc. News

  • 1

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