Leo H. Evart, Inc. - Portfolio overview

Leo H. Evart, Inc. has 291 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SGOV - ISHARES 0-3 MONTH TREASURY BOND ETF, 20.17%
2. BND - VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES, 8.18%
3. BIV - VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES, 6.06%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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