Leo H. Evart, Inc.

data from 31/03/2026

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Leo H. Evart, Inc.

Date	Ticket	Name	Weight	Capitalization	Share number	First added
2026/03/31	SGOV	ISHARES 0-3 MONTH TREASURY BOND ETF	16.85%	19.704 M $	195748	2026/03/31
2026/03/31	SCHG	SCHWAB U.S. LARGE-CAP GROWTH ETF	8.61%	10.068 M $	345616	2026/03/31
2026/03/31	BND	VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES	6.83%	7.989 M $	108494	2026/03/31
2026/03/31	BIV	VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES	5.06%	5.918 M $	76674	2026/03/31
2026/03/31	VTV	VANGUARD VALUE INDEX FUND ETF SHARES	5.03%	5.882 M $	29980	2026/03/31
2026/03/31	CGDV	CAPITAL GROUP DIVIDEND VALUE ETF	4.11%	4.801 M $	112847	2026/03/31
2026/03/31	VUG	VANGUARD GROWTH INDEX FUND ETF SHARES	4.07%	4.759 M $	10895	2026/03/31
2026/03/31	SCHF	SCHWAB INTERNATIONAL EQUITY ETF	3.39%	3.961 M $	160059	2026/03/31
2026/03/31	AAPL	APPLE INC	2.90%	3.391 M $	13362	2026/03/31
2026/03/31	VIG	VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES	2.67%	3.121 M $	14513	2026/03/31
2026/03/31	SCHD	SCHWAB U.S. DIVIDEND EQUITY ETF	2.49%	2.913 M $	94939	2026/03/31
2026/03/31	BSV	VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES	2.48%	2.904 M $	37039	2026/03/31
2026/03/31	GBIL	GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF	2.45%	2.867 M $	28619	2026/03/31
2026/03/31	SCHM	SCHWAB U.S. MID-CAP ETF	2.23%	2.607 M $	84207	2026/03/31
2026/03/31	VB	VANGUARD SMALL-CAP INDEXFUND ETF SHARES	2.13%	2.487 M $	9497	2026/03/31
2026/03/31	VOO	VANGUARD S&P 500 ETF	1.92%	2.246 M $	3759	2026/03/31
2026/03/31	ORCL	ORACLE CORP	1.77%	2.066 M $	14044	2026/03/31
2026/03/31	SCHA	SCHWAB U.S. SMALL-CAP ETF	1.74%	2.031 M $	69838	2026/03/31
2026/03/31	VHT	VANGUARD HEALTH CARE INDEX FUND ETF SHARES	1.52%	1.781 M $	6541	2026/03/31
2026/03/31	VO	VANGUARD MID-CAP INDEX FUND ETF SHARES	1.39%	1.631 M $	5679	2026/03/31
2026/03/31	VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES	1.16%	1.352 M $	1937	2026/03/31
2026/03/31	SCHZ	SCHWAB U.S. AGGREGATE BOND ETF	1.06%	1.237 M $	53281	2026/03/31
2026/03/31	GLD	SPDR GOLD SHARES	1.03%	1.205 M $	2800	2026/03/31
2026/03/31	IXUS	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	0.96%	1.125 M $	12981	2026/03/31
2026/03/31	TCAF	T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF	0.94%	1.096 M $	30808	2026/03/31
2026/03/31	TSLA	TESLA INC	0.68%	791.084 K $	2128	2026/03/31
2026/03/31	FEOE	FIRST EAGLE OVERSEAS EQUITY ETF	0.59%	694.718 K $	13768	2026/03/31
2026/03/31	JPIE	JPMORGAN INCOME ETF	0.52%	603.257 K $	13094	2026/03/31
2026/03/31	CVX	CHEVRON CORP NEW	0.48%	560.595 K $	2709	2026/03/31
2026/03/31	AMZN	AMAZON.COM INC	0.47%	543.923 K $	2612	2026/03/31
2026/03/31	VBR	VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES	0.46%	541.231 K $	2491	2026/03/31
2026/03/31	SRE	SEMPRA	0.43%	508.200 K $	5230	2026/03/31
2026/03/31	MSFT	MICROSOFT CORP	0.42%	495.839 K $	1339	2026/03/31
2026/03/31	SGOL	ABRDN PHYSICAL GOLD SHARES ETF	0.41%	476.408 K $	10677	2026/03/31
2026/03/31	GOOGL	ALPHABET INC CLASS CLASS A	0.39%	454.465 K $	1580	2026/03/31
2026/03/31	XOM	EXXON MOBIL CORP	0.39%	450.628 K $	2656	2026/03/31
2026/03/31	VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES	0.38%	444.677 K $	3003	2026/03/31
2026/03/31	CGGR	CAPITAL GROUP GROWTH ETF	0.37%	435.596 K $	10838	2026/03/31
2026/03/31	GOOG	ALPHABET INC CLASS CLASS C	0.36%	423.757 K $	1477	2026/03/31
2026/03/31	META	META PLATFORMS INC CLASS CLASS A	0.35%	413.093 K $	722	2026/03/31
2026/03/31	SPY	STATE STREET SPDR S&P 500 ETF TRUST	0.33%	381.852 K $	587	2026/03/31
2026/03/31		INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF	0.25%	294.429 K $	9751	2026/03/31
2026/03/31	NVDA	NVIDIA CORP	0.24%	284.142 K $	1629	2026/03/31
2026/03/31	CGDG	CAPITAL GROUP DIVIDEND GROWERS ETF	0.24%	281.235 K $	7834	2026/03/31
2026/03/31	IOT	SAMSARA INC CLASS A	0.22%	258.052 K $	8143	2026/03/31
2026/03/31	JNJ	JOHNSON & JOHNSON	0.20%	231.055 K $	945	2026/03/31
2026/03/31	VDE	VANGUARD ENERGY INDEX FUND ETF SHARES	0.19%	219.754 K $	1269	2026/03/31
2026/03/31	UNH	UNITEDHEALTH GROUP INC	0.16%	184.647 K $	682	2026/03/31
2026/03/31	HD	HOME DEPOT INC	0.14%	169.146 K $	514	2026/03/31
2026/03/31	BRK-B	BERKSHIRE HATHAWAY CLASS B	0.14%	167.720 K $	350	2026/03/31
2026/03/31	IVV	ISHARES CORE S&P 500 ETF	0.13%	153.450 K $	235	2026/03/31
2026/03/31	LLY	ELI LILLY AND CO	0.13%	152.682 K $	166	2026/03/31
2026/03/31	EIX	EDISON INTL	0.13%	148.482 K $	2029	2026/03/31
2026/03/31	T	AT&T INC	0.12%	137.200 K $	4733	2026/03/31
2026/03/31	LOGI	LOGITECH INTERNTNL S FCLASS CLASS N	0.12%	134.493 K $	1476	2026/03/31
2026/03/31	PLD	PROLOGIS INC REIT	0.11%	132.312 K $	1001	2026/03/31
2026/03/31	QQQ	INVESCO QQQ TR	0.11%	129.130 K $	224	2026/03/31
2026/03/31	WMT	WALMART INC	0.11%	128.039 K $	1030	2026/03/31
2026/03/31	EME	EMCOR GROUP INC	0.11%	126.410 K $	171	2026/03/31
2026/03/31	VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES	0.11%	125.757 K $	392	2026/03/31
2026/03/31	GE	GE AEROSPACE	0.11%	125.159 K $	441	2026/03/31
2026/03/31	ABBV	ABBVIE INC	0.11%	124.404 K $	572	2026/03/31
2026/03/31	BA	BOEING CO	0.10%	122.403 K $	615	2026/03/31
2026/03/31	GEV	GE VERNOVA INC	0.10%	118.714 K $	136	2026/03/31
2026/03/31	EXPD	EXPEDITORS INTL WASH INCCLASS CLASS A	0.10%	115.157 K $	804	2026/03/31
2026/03/31	VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES	0.10%	111.229 K $	368	2026/03/31
2026/03/31	VXUS	VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES	0.09%	109.393 K $	1419	2026/03/31
2026/03/31	PSA	PUBLIC STORAGE REIT	0.09%	108.894 K $	402	2026/03/31
2026/03/31	PEP	PEPSICO INC	0.09%	106.218 K $	684	2026/03/31
2026/03/31	SCHW	CHARLES SCHWAB CORP	0.09%	105.574 K $	1123	2026/03/31
2026/03/31	PG	PROCTER & GAMBLE CO	0.09%	104.397 K $	723	2026/03/31
2026/03/31	CSCO	CISCO SYS INC	0.09%	103.684 K $	1336	2026/03/31
2026/03/31	VUSB	VANGUARD ULTRA-SHORT BOND ETF SHARES	0.09%	103.148 K $	2072	2026/03/31
2026/03/31	HCA	HCA HEALTHCARE INC	0.09%	102.966 K $	218	2026/03/31
2026/03/31	SCHB	SCHWAB U.S. BROAD MARKETETF	0.09%	101.226 K $	4033	2026/03/31
2026/03/31	AXP	AMERICAN EXPRESS CO	0.08%	96.189 K $	318	2026/03/31
2026/03/31	PM	PHILIP MORRIS INTL INC	0.08%	95.401 K $	577	2026/03/31
2026/03/31	NSRGY	NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS	0.08%	94.145 K $	950	2026/03/31
2026/03/31	VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES	0.08%	92.836 K $	985	2026/03/31
2026/03/31	MO	ALTRIA GROUP INC	0.08%	92.277 K $	1398	2026/03/31
2026/03/31	MDLZ	MONDELEZ INTL INC CLASS A	0.08%	91.590 K $	1589	2026/03/31
2026/03/31	UPWK	UPWORK INC	0.08%	89.587 K $	8174	2026/03/31
2026/03/31	ACM	AECOM	0.08%	88.204 K $	1040	2026/03/31
2026/03/31	VDC	VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES	0.07%	87.066 K $	388	2026/03/31
2026/03/31	AMP	AMERIPRISE FINL INC	0.07%	86.658 K $	195	2026/03/31
2026/03/31	VZ	VERIZON COMMUNICATIONS I	0.07%	85.390 K $	1701	2026/03/31
2026/03/31		LINDT &SPRUENGLI A ORDF	0.07%	84.330 K $	6	2026/03/31
2026/03/31	ABT	ABBOTT LABS	0.07%	82.957 K $	808	2026/03/31
2026/03/31	BITO	PROSHARES BITCOIN ETF	0.07%	78.074 K $	8386	2026/03/31
2026/03/31	AVGO	BROADCOM INC	0.07%	77.558 K $	251	2026/03/31
2026/03/31	AEP	AMERICAN ELEC PWR CO INC	0.07%	77.383 K $	590	2026/03/31
2026/03/31	SBUX	STARBUCKS CORP	0.06%	75.493 K $	843	2026/03/31
2026/03/31		HERMES INTERNTNL S ORDF	0.06%	74.362 K $	40	2026/03/31
2026/03/31	WFC	WELLS FARGO & CO	0.06%	73.310 K $	921	2026/03/31
2026/03/31	D	DOMINION ENERGY INC	0.06%	73.111 K $	1183	2026/03/31
2026/03/31	FNDF	SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	0.06%	72.642 K $	1485	2026/03/31
2026/03/31	OKE	ONEOK INC NEW	0.06%	72.312 K $	800	2026/03/31
2026/03/31	VEU	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES	0.06%	66.839 K $	890	2026/03/31
2026/03/31	COST	COSTCO WHSL CORP NEW	0.06%	66.828 K $	67	2026/03/31
2026/03/31	SLV	ISHARES SILVER TRUST	0.06%	66.573 K $	977	2026/03/31

Leo H. Evart, Inc.

Capitalization

$ 116.917 M

Performance

$ -16.970 M

Average holding period

1 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Leo H. Evart, Inc.