Leo H. Evart, Inc.
301 holdingsFiling period: 2026-03-31Current AUM: $126.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 195.7K | $19.7M | $19.7M | 15.64% | -- | 2026-03-31 |
| 2 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 345.6K | $10.1M | $11.8M | 9.37% | -- | 2026-03-31 |
| 3 | BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | 108.5K | $8.0M | $7.8M | 6.22% | -- | 2026-03-31 |
| 4 | BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | 76.7K | $5.9M | $5.8M | 4.59% | -- | 2026-03-31 |
| 5 | VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 30.0K | $5.9M | $6.6M | 5.23% | -- | 2026-03-31 |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 112.8K | $4.8M | $5.6M | 4.44% | -- | 2026-03-31 |
| 7 | VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | 10.9K | $4.8M | $5.6M | 4.42% | -- | 2026-03-31 |
| 8 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 160.1K | $4.0M | $4.4M | 3.48% | -- | 2026-03-31 |
| 9 | AAPL | APPLE INC | 13.4K | $3.4M | $4.1M | 3.27% | -- | 2026-03-31 |
| 10 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | 14.5K | $3.1M | $3.5M | 2.75% | -- | 2026-03-31 |
| 11 | SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | 94.9K | $2.9M | $3.2M | 2.52% | -- | 2026-03-31 |
| 12 | BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | 37.0K | $2.9M | $2.9M | 2.28% | -- | 2026-03-31 |
| 13 | GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | 28.6K | $2.9M | $2.9M | 2.27% | -- | 2026-03-31 |
| 14 | SCHM | SCHWAB U.S. MID-CAP ETF | 84.2K | $2.6M | $2.9M | 2.32% | -- | 2026-03-31 |
| 15 | VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | 9.5K | $2.5M | $2.8M | 2.22% | -- | 2026-03-31 |
| 16 | VOO | VANGUARD S&P 500 ETF | 3.8K | $2.2M | $2.6M | 2.05% | -- | 2026-03-31 |
| 17 | ORCL | ORACLE CORP | 14.0K | $2.1M | $1.8M | 1.45% | -- | 2026-03-31 |
| 18 | SCHA | SCHWAB U.S. SMALL-CAP ETF | 69.8K | $2.0M | $2.3M | 1.86% | -- | 2026-03-31 |
| 19 | VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | 6.5K | $1.8M | $2.0M | 1.58% | -- | 2026-03-31 |
| 20 | VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | 5.7K | $1.6M | $1.8M | 1.46% | -- | 2026-03-31 |
| 21 | VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | 1.9K | $1.4M | $1.8M | 1.39% | -- | 2026-03-31 |
| 22 | SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | 53.3K | $1.2M | $1.2M | 0.96% | -- | 2026-03-31 |
| 23 | GLD | SPDR GOLD SHARES | 2.8K | $1.2M | $1.0M | 0.82% | -- | 2026-03-31 |
| 24 | IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 13.0K | $1.1M | $1.2M | 0.97% | -- | 2026-03-31 |
| 25 | TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 30.8K | $1.1M | $1.3M | 1.01% | -- | 2026-03-31 |
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