$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RYH | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $3,843,500 | -12.2% | 140,274 | +854.9% | 5.90% | -2.9% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $626,337 | -3.9% | 14,161 | +0.3% | 0.96% | +6.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $413,784 | +5.3% | 821 | +0.4% | 0.64% | +16.5% |
| SRE | Buy | SEMPRA | $348,994 | -6.5% | 5,130 | +100.0% | 0.54% | +3.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $342,786 | -3.2% | 3,645 | +0.8% | 0.53% | +6.9% |
| SBUX | Buy | STARBUCKS CORP | $205,375 | -7.8% | 2,250 | +0.0% | 0.32% | +1.9% |
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.