SEC Form 13F

Leo H. Evart, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-19
Reported value$126,630,892
Positions294

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES 0-3 MONTH TREASURY BOND ETFSGOVETF$19,188,303190,606
SCHWAB U.S. LARGE-CAP GROWTH ETFSCHGETF$11,430,000337,766
VANGUARD VALUE INDEX FUND ETF SHARESVTVETF$6,832,21831,350
VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARESBNDETF$5,805,13079,078
VANGUARD GROWTH INDEX FUND ETF SHARESVUGETF$5,585,21964,839
CAPITAL GROUP DIVIDEND VALUE ETFCGDVETF$5,470,346111,005
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARESBIVETF$5,265,11268,646
SCHWAB INTERNATIONAL EQUITY ETFSCHFETF$4,612,987166,534
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFGBILETF$3,638,25036,325
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARESVIGETF$3,424,48814,473

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