Leo H. Evart, Inc.
CIK: 1920405SEC EDGAR →
Portfolio Value
$65.3B
Holdings
295
As of
Q2 2026
New Positions
295
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 337,766 | $11.4B | 17.50% |
| 2 | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | 79,078 | $5.8B | 8.89% |
| 3 | VANGUARD GROWTH INDEX FUND ETF SHARES | 64,839 | $5.6B | 8.55% |
| 4 | CAPITAL GROUP DIVIDEND VALUE ETF | 111,005 | $5.5B | 8.38% |
| 5 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | 68,646 | $5.3B | 8.06% |
| 6 | SCHWAB INTERNATIONAL EQUITY ETF | 166,534 | $4.6B | 7.06% |
| 7 | SCHWAB U.S. MID-CAP ETF | 82,792 | $3.1B | 4.67% |
| 8 | SCHWAB U.S. DIVIDEND EQUITY ETF | 95,936 | $3.0B | 4.66% |
| 9 | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | 37,898 | $3.0B | 4.52% |
| 10 | VANGUARD CORE BOND ETF | 38,109 | $2.9B | 4.51% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 88 | $63.0B | 96.5% |
| Utilities | 13 | $784.6M | 1.2% |
| Technology | 50 | $487.5M | 0.7% |
| Consumer Defensive | 13 | $227.0M | 0.3% |
| Communication Services | 14 | $208.8M | 0.3% |
| Industrials | 25 | $177.8M | 0.3% |
| Unknown | 32 | $122.5M | 0.2% |
| Healthcare | 22 | $110.5M | 0.2% |
| Energy | 13 | $95.2M | 0.1% |
| Basic Materials | 7 | $47.2M | 0.1% |
| Consumer Cyclical | 15 | $37.5M | 0.1% |
| Real Estate | 3 | $846K | 0.0% |