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%)
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
8,376.8
-9.64%
12.850
-1.27%
0.020
-1.05%
+1.86%
71,146.6
 
SCHG
Schwab U.S. Large-Cap Growth ETF
111,026
8,073.8
-2.46%
12.390
-0.29%
0.040
+14.49%
+4.69%
44,121.2
 
BIV
Vanguard Intermediate-Term Bond ETF
77,106
5,575.5
-3.65%
8.560
-0.31%
0.040
+1.56%
+5.00%
23,192.7
 
BND
Vanguard Total Bond Market ETF
78,331
5,465.9
-0.50%
8.390
-0.04%
0.010
+0.81%
+3.86%
126,681.9
 
RYH
RYH
140,274
3,843.5
+854.89%
5.900
+5.28%
-
-2.20%
-0.48%
0
 
VUG
Vanguard Growth ETF
13,118
3,572.1
-8.48%
5.480
-0.48%
0.000
+16.03%
+6.80%
150,804.6
 
VIG
Vanguard Dividend Appreciation FTF
18,478
2,871.2
-8.79%
4.410
-0.40%
0.000
+6.44%
+6.39%
87,377.1
 
VTV
Vanguard Value ETF
20,384
2,811.6
-0.67%
4.310
-0.03%
0.000
+3.69%
+6.75%
131,078.0
 
AAPL
Apple Inc
15,458
2,646.6
-1.72%
4.060
-0.07%
0.000
-4.99%
-14.96%
3,172,966.9
Hardware
VHT
Vanguard Health Care ETF
10,863
2,554.0
-1.67%
3.920
-0.06%
0.020
-4.34%
-0.89%
15,922.4
 

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
RYH
2023-09-30
Add
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
Reduce
-1.27%
●
70.63 ($73.61) 75.66
$27.31
-62.90%
Reduce -9.64%
118,383
-12,626
BSV
Vanguard Short-Term Bond ETF
2023-09-30
Reduce
Reduce
-0.77%
●
74.97 ($75.38) 75.93
$78.34
3.93%
Reduce -19.06%
31,208
-7,347
VUG
Vanguard Growth ETF
2023-09-30
Reduce
Reduce
-0.48%
●
269.56 ($283.37) 293.5
$437.26
54.31%
Reduce -8.48%
13,118
-1,216
VIG
Vanguard Dividend Appreciation FTF
2023-09-30
Reduce
Reduce
-0.40%
●
155.38 ($162.1) 166.95
$206.46
27.37%
Reduce -8.79%
18,478
-1,781
BIV
Vanguard Intermediate-Term Bond ETF
2023-09-30
Reduce
Reduce
-0.31%
●
72.11 ($73.97) 75.67
$76.92
3.99%
Reduce -3.65%
77,106
-2,922
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
2023-09-30
Sold Out
Sold Out
-0.31%
●
103.32 ($107.3) 110.34
$135.01
25.82%
Sold Out
0
-2,100
SCHG
Schwab U.S. Large-Cap Growth ETF
2023-09-30
Reduce
Reduce
-0.29%
●
71.99 ($75.29) 78.02
$29.12
-61.32%
Reduce -2.46%
111,026
-2,805
MSFT
Microsoft Corp
2023-09-30
Reduce
Reduce
-0.25%
●
312.14 ($330.44) 359.49
$491.09
48.62%
Reduce -31.97%
1,117
-525
VO
Vanguard Mid-Cap ETF
2023-09-30
Reduce
Reduce
-0.24%
●
206.6 ($219.36) 228.23
$282.46
28.77%
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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