Leo H. Evart, Inc. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 33 stocks valued at a total of $66.00Mil. The top holdings were SCHD(16.40%), SCHG(10.21%), and BIV(8.38%).
According to GuruFocus data, these were Leo H. Evart, Inc.’s top five trades of the quarter.
Vanguard Short-Term Bond ETF
Leo H. Evart, Inc. reduced their investment in ARCA:BSV by 21,495 shares. The trade had a 2.45% impact on the equity portfolio. During the quarter, the stock traded for an average price of $74.8.
On 01/20/2023, Vanguard Short-Term Bond ETF traded for a price of $76.17 per share and a market cap of $38.18Bil. The stock has returned -3.47% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Growth ETF
Leo H. Evart, Inc. reduced their investment in ARCA:VUG by 1,888 shares. The trade had a 0.62% impact on the equity portfolio. During the quarter, the stock traded for an average price of $220.3.
On 01/20/2023, Vanguard Growth ETF traded for a price of $223.1604 per share and a market cap of $71.64Bil. The stock has returned -21.91% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Growth ETF has a price-earnings ratio of 26.27 and a price-book ratio of 6.90.
Vanguard Total Bond Market ETF
Leo H. Evart, Inc. reduced their investment in NAS:BND by 5,618 shares. The trade had a 0.61% impact on the equity portfolio. During the quarter, the stock traded for an average price of $71.31.
On 01/20/2023, Vanguard Total Bond Market ETF traded for a price of $74.06 per share and a market cap of $88.20Bil. The stock has returned -8.51% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Schwab U.S. Large-Cap Growth ETF
Leo H. Evart, Inc. reduced their investment in ARCA:SCHG by 7,078 shares. The trade had a 0.6% impact on the equity portfolio. During the quarter, the stock traded for an average price of $57.44.
On 01/20/2023, Schwab U.S. Large-Cap Growth ETF traded for a price of $57.83 per share and a market cap of $14.16Bil. The stock has returned -21.05% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Schwab U.S. Large-Cap Growth ETF has a price-earnings ratio of 27.28 and a price-book ratio of 6.81.
BlackRock Ultra Short-Term Bond ETF
The guru sold out of their 6,748-share investment in BATS:ICSH. Previously, the stock had a 0.51% weight in the equity portfolio. Shares traded for an average price of $49.84 during the quarter.
On 01/20/2023, BlackRock Ultra Short-Term Bond ETF traded for a price of $50.225 per share and a market cap of $6.97Bil. The stock has returned 1.10% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, BlackRock Ultra Short-Term Bond ETF has a price-earnings ratio of 22.30 and a price-book ratio of 0.95.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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