Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Leo H. Evart, Inc. (CIK 1920405) reported $116.9M across 295 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($19.7M, 16.85%), SCHG ($10.1M, 8.61%), BND ($8.0M, 6.83%), BIV ($5.9M, 5.06%), VTV ($5.9M, 5.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $19.7M | 16.85% | 195,748 | New |
| 2 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $10.1M | 8.61% | 345,616 | Added |
| 3 | BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $8.0M | 6.83% | 108,494 | Added |
| 4 | BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $5.9M | 5.06% | 76,674 | Trimmed |
| 5 | VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $5.9M | 5.03% | 29,980 | Added |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $4.8M | 4.11% | 112,847 | New |
| 7 | VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $4.8M | 4.07% | 10,895 | Trimmed |
| 8 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $4.0M | 3.39% | 160,059 | Added |
| 9 | AAPL | APPLE INC | $3.4M | 2.90% | 13,362 | Trimmed |
| 10 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $3.1M | 2.67% | 14,513 | Trimmed |
| 11 | SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $2.9M | 2.49% | 94,939 | Trimmed |
| 12 | BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $2.9M | 2.48% | 37,039 | Added |
| 13 | GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | $2.9M | 2.45% | 28,619 | Added |
| 14 | SCHM | SCHWAB U.S. MID-CAP ETF | $2.6M | 2.23% | 84,207 | Added |
| 15 | VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $2.5M | 2.13% | 9,497 | Added |
| 16 | VOO | VANGUARD S&P 500 ETF | $2.2M | 1.92% | 3,759 | Trimmed |
| 17 | ORCL | ORACLE CORP | $2.1M | 1.77% | 14,044 | Trimmed |
| 18 | SCHA | SCHWAB U.S. SMALL-CAP ETF | $2.0M | 1.74% | 69,838 | Added |
| 19 | VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $1.8M | 1.52% | 6,541 | Trimmed |
| 20 | VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $1.6M | 1.39% | 5,679 | Trimmed |
| 21 | VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $1.4M | 1.16% | 1,937 | Added |
| 22 | SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | $1.2M | 1.06% | 53,281 | Added |
| 23 | GLD | SPDR GOLD SHARES | $1.2M | 1.03% | 2,800 | New |
| 24 | IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1.1M | 0.96% | 12,981 | New |
| 25 | TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $1.1M | 0.94% | 30,808 | New |
Source: SEC Form 13F filings · as of 2026-03-31