Institutional Fund
Leo H. Evart, Inc.
Redwood City, CACIK 19204052 filings on record
Portfolio Value
$116.92M
Q1 2026
Holdings
298
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr16.9%
- Schwab Strategic Tr8.6%
- Vanguard Bd Index Fds6.8%
- Vanguard Bd Index Fds5.1%
- Vanguard Index Fds5.0%
- Capital Group Dividend Value4.1%
- Other53.5%
Portfolio Holdings
298 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 195.7K | $19.70M | 16.9% | +195.7K | First Filing |
| 2 | Schwab Strategic Tr | 345.6K | $10.07M | 8.6% | +345.6K | First Filing |
| 3 | Vanguard Bd Index Fds | 108.5K | $7.99M | 6.8% | +108.5K | First Filing |
| 4 | Vanguard Bd Index Fds | 76.7K | $5.92M | 5.1% | +76.7K | First Filing |
| 5 | Vanguard Index Fds | 30.0K | $5.88M | 5.0% | +30.0K | First Filing |
| 6 | Capital Group Dividend Value | 112.8K | $4.80M | 4.1% | +112.8K | First Filing |
| 7 | Vanguard Index Fds | 10.9K | $4.76M | 4.1% | +10.9K | First Filing |
| 8 | Schwab Strategic Tr | 160.1K | $3.96M | 3.4% | +160.1K | First Filing |
| 9 | Apple Inc | 13.4K | $3.39M | 2.9% | +13.4K | First Filing |
| 10 | Vanguard Specialized Funds | 14.5K | $3.12M | 2.7% | +14.5K | First Filing |
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