$65.2 Million is the total value of Leo H. Evart, Inc.'s 34 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 16.4% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 12.7% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 8.9% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 9.0% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 13.5% |
| INVESCO EXCHANGE TRADED FD T | 8 | Q3 2023 | 6.6% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 5.6% |
| VANGUARD SPECIALIZED FUNDS | 8 | Q3 2023 | 5.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 4.3% |
| VANGUARD WORLD FDS | 8 | Q3 2023 | 4.5% |
View Leo H. Evart, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-20 |
| 13F-HR/A | 2023-01-19 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-03-31 |
View Leo H. Evart, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.