Latest Leo H. Evart, Inc. Stock Portfolio

About Leo H. Evart, Inc. and 13F Hedge Fund Stock Holdings

Leo H. Evart, Inc. is a hedge fund based in REDWOOD CITY, CA. On 30-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $185.9 Millions. In it's latest 13F Holdings report, Leo H. Evart, Inc. reported an equity portfolio of $65.2 Millions as of 30 Sep, 2023.

The top stock holdings of Leo H. Evart, Inc. are FNDA, FNDA, BIV. The fund has invested 12.8% of it's portfolio in SCHWAB STRATEGIC TR and 12.4% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off VANGUARD WHITEHALL FDS (VIGI) stocks. They significantly reduced their stock positions in MICROSOFT CORP (MSFT), VANGUARD BD INDEX FDS (BIV) and JOHNSON & JOHNSON (JNJ). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCHANGE TRADED FD T (CSD), ISHARES TR (AGG) and UNITEDHEALTH GROUP INC (UNH).

New Buys

No new stocks were added by Leo H. Evart, Inc.

Additions

Ticker	% Inc.
invesco exchange traded fd t	854
ishares tr	0.8
unitedhealth group inc	0.37
schwab strategic tr	0.27
starbucks corp	0.04

Additions to existing portfolio by Leo H. Evart, Inc.

Reductions

Ticker	% Reduced
microsoft corp	-31.97
vanguard bd index fds	-19.06
johnson & johnson	-13.68
schwab strategic tr	-12.39
amazon com inc	-11.8
vanguard index fds	-10.07
schwab strategic tr	-9.64
vanguard specialized funds	-8.79

Leo H. Evart, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
vanguard whitehall fds	-222,715

Leo H. Evart, Inc. got rid off the above stocks

Leo H. Evart, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Leo H. Evart, Inc.

Last Reported on: 15 Nov, 2023

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.06	15,458	2,646,570	reduced	-1.72

AGG	ishares tr	0.53	3,645	342,786	added	0.8

AMAT	applied matls inc	0.31	1,467	203,106	unchanged	0.00

AMZN	amazon com inc	0.33	1,675	212,878	reduced	-11.8

BIV	vanguard bd index fds	8.55	77,106	5,575,530	reduced	-3.65

BIV	vanguard bd index fds	8.39	78,331	5,465,930	reduced	-0.5

BIV	vanguard bd index fds	3.60	31,208	2,345,890	reduced	-19.06

CSD	invesco exchange traded fd t	5.90	140,274	3,843,500	added	854

CVX	chevron corp new	0.52	1,993	336,060	unchanged	0.00

EXPD	expeditors intl wash inc	0.60	3,441	394,442	unchanged	0.00

FNDA	schwab strategic tr	12.85	118,383	8,376,810	reduced	-9.64

FNDA	schwab strategic tr	12.39	111,026	8,073,790	reduced	-2.46

FNDA	schwab strategic tr	2.97	28,564	1,933,220	reduced	-2.13

FNDA	schwab strategic tr	2.00	31,481	1,303,930	reduced	-8.29

FNDA	schwab strategic tr	0.96	14,161	626,337	added	0.27

FNDA	schwab strategic tr	0.61	11,745	398,869	reduced	-12.39

GBIL	goldman sachs etf tr	1.76	11,473	1,148,610	reduced	-3.52

JNJ	johnson & johnson	0.31	1,300	202,518	reduced	-13.68

MSFT	microsoft corp	0.54	1,117	352,762	reduced	-31.97

ORCL	oracle corp	2.39	14,724	1,559,570	reduced	-1.77