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
+3.32%
+2.01%
71,250.9
 
SCHG
Schwab U.S. Large-Cap Growth ETF
111,026
8,073.8
-2.46%
12.390
-0.29%
0.040
+22.50%
+5.77%
44,575.7
 
BIV
Vanguard Intermediate-Term Bond ETF
77,106
5,575.5
-3.65%
8.560
-0.31%
0.040
+0.60%
+4.74%
23,135.4
 
BND
Vanguard Total Bond Market ETF
78,331
5,465.9
-0.50%
8.390
-0.04%
0.010
+0.05%
+3.60%
126,370.7
 
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
+24.44%
+7.95%
152,432.4
 
VIG
Vanguard Dividend Appreciation FTF
18,478
2,871.2
-8.79%
4.410
-0.40%
0.000
+11.15%
+7.09%
87,948.4
 
VTV
Vanguard Value ETF
20,384
2,811.6
-0.67%
4.310
-0.03%
0.000
+8.26%
+7.31%
131,767.6
 
AAPL
Apple Inc
15,458
2,646.6
-1.72%
4.060
-0.07%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
VHT
Vanguard Health Care ETF
10,863
2,554.0
-1.67%
3.920
-0.06%
0.020
-3.14%
-0.74%
15,946.6
 

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
$27.35
-62.84%
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
$78.24
3.79%
Reduce -19.06%
31,208
-7,347
VUG
Vanguard Growth ETF
2023-09-30
Reduce
Reduce
-0.48%
●
269.56 ($283.37) 293.5
$441.98
55.97%
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
$207.81
28.20%
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
$76.73
3.73%
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
$135.81
26.57%
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
$29.42
-60.92%
Reduce -2.46%
111,026
-2,805
MSFT
Microsoft Corp
2023-09-30
Reduce
Reduce
-0.25%
●
312.14 ($330.44) 359.49
$498.84
50.96%
Reduce -31.97%
1,117
-525
VO
Vanguard Mid-Cap ETF
2023-09-30
Reduce
Reduce
-0.24%
●
206.6 ($219.36) 228.23
$283.63
29.30%
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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