Leo H. Evart, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q3 2023
  • Location
    redwood city, CA
  • CIK
    0001920405
  • All SEC filings
Q3 2023
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

34

$65.17M
SCHD, SCHG, BIV, BND
13F-HR
Nov 15, 2023
000109544923000081

35

$72.05M
SCHD, SCHG, BIV, BND
13F-HR
Aug 7, 2023
000109544923000065

33

$68.48M
SCHD, SCHG, BIV, BND
13F-HR
May 8, 2023
000109544923000037

33

$66.13M
SCHD, SCHG, BIV, BND
13F-HR
Jan 20, 2023
000109544923000020

33

$65.64M
SCHD, SCHG, BND, BIV
RESTATEMENT
Jan 19, 2023
000109544923000018

38

$82.27M
BSV, SCHD, SCHG, BIV
13F-HR
Jul 21, 2022
000109544922000082

41

$96.73M
SCHG, BSV, SCHD, BIV
13F-HR
May 11, 2022
000109544922000038

43

$102.68M
SCHG, SCHD, BSV, BIV
13F-HR
Mar 31, 2022
000109544922000027
Leo H. Evart, Inc. 13F Filings