Leo H. Evart, Inc.: 13F holdings
CIK 19204052026Q2
| Positions | 295 |
|---|---|
| Reported value | $126.6m |
| Filed | 2026-08-18 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SGOV ISHARES 0-3 MONTH TREASURY BOND ETF | 190,606 | $19.2m | 15.2% |
| SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | 337,766 | $11.4m | 9.0% |
| VTV VANGUARD VALUE INDEX FUND ETF SHARES | 31,350 | $6.8m | 5.4% |
| BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | 79,078 | $5.8m | 4.6% |
| VUG VANGUARD GROWTH INDEX FUND ETF SHARES | 64,839 | $5.6m | 4.4% |
| CGDV CAPITAL GROUP DIVIDEND VALUE ETF | 111,005 | $5.5m | 4.3% |
| BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | 68,646 | $5.3m | 4.2% |
| SCHF SCHWAB INTERNATIONAL EQUITY ETF | 166,534 | $4.6m | 3.6% |
| GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | 36,325 | $3.6m | 2.9% |
| VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | 14,473 | $3.4m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1920405")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.