account_balance
Investment manager · 13F filer · SEC CIK 1920405
Leo H. Evart, Inc.
Reported value$127Mas of Jun 30, 2026
Positions295 9 new, 12 sold out
Top 10 weight56.3%SGOV alone is 15%
FiledAug 1849 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SGOViShares 0-3 Month Treasury Bond ETF
15.2%Trimmed −3%
SCHGSchwab U.S. Large-Cap Growth ETF
9.0%Trimmed −2%
VTVVanguard Value Index Fund ETF Shares
5.4%Added +5%
BNDVanguard Total Bond Market Index Fund ETF Shares
4.6%Trimmed −27%
VUGVanguard Growth Index Fund ETF Shares
4.4%
CGDVCapital Group Dividend Value ETF
4.3%
BIVVanguard Intermediate-Term Bond Index Fund ETF Shares
4.2%Trimmed −10%
SCHFSchwab International Equity ETF
3.6%Added +4%
GBILGoldman Sachs Access Treasury 0-1 Year ETF
2.9%Added +27%
VIGVanguard Dividend Appreciation Index Fund ETF Shares
2.7%
AAPLApple Inc.
2.6%Trimmed −15%
SCHMSchwab U.S. Mid-Cap ETF
2.4%
SGOViShares 0-3 Month Treasury Bond ETF
15.2%Trimmed −3%
SCHGSchwab U.S. Large-Cap Growth ETF
9.0%−2%
VTVVanguard Value Index Fund ETF Shares
5.4%+5%
BNDVanguard Total Bond Market Index Fund ETF Shares
4.6%−27%
VUGVanguard Growth Index Fund ETF Shares
4.4%
CGDVCapital Group Dividend Value ETF
4.3%
BIVVanguard Intermediate-Term Bond Index Fund ETF Shares
4.2%
SCHFSchwab International Equity ETF
3.6%
GBIL2.9%
VIG2.7%
AAPLSCHM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SGOV iShares 0-3 Month Treasury Bond ETF 15.2% Trimmed −3%
SCHG Schwab U.S. Large-Cap Growth ETF 9.0% Trimmed −2%
VTV Vanguard Value Index Fund ETF Shares 5.4% Added +5%
BND Vanguard Total Bond Market Index Fund ETF Shares 4.6% Trimmed −27%
VUG Vanguard Growth Index Fund ETF Shares 4.4% Held
CGDV Capital Group Dividend Value ETF 4.3% Held
BIV Vanguard Intermediate-Term Bond Index Fund ETF Shares 4.2% Trimmed −10%
SCHF Schwab International Equity ETF 3.6% Added +4%
GBIL Goldman Sachs Access Treasury 0-1 Year ETF 2.9% Added +27%
VIG Vanguard Dividend Appreciation Index Fund ETF Shares 2.7% Held
AAPL Apple Inc. 2.6% Trimmed −15%SCHM Schwab U.S. Mid-Cap ETF 2.4% Held
What changed
Biggest moves since Mar 31, 2026
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