Leo H. Evart, Inc.

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CIK 1920405

13F portfolio (2026-Q1)

$117M

Positions

298

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

295

Top 5

42.4%

Top 10

59.5%

Effective N

17.6

HHI

0.057

This quarter

298 new · 0 exit →

By sector

Unclassified85.8%

Information Technology6.6%

Consumer Discretionary1.6%

Communication Services1.4%

Utilities1.0%

Energy0.9%

Health Care0.7%

Financials0.7%

Other1.3%

By market cap

Unknown86.0%

Mega (>$200B)10.5%

Large ($10–200B)3.2%

Mid ($2–10B)0.2%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

Other85.8%

North America14.0%

Europe0.1%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	85.97%	91
Technology Hardware & Equipment	3.25%	15
Software	2.33%	16
Software & IT Services	1.43%	13
Utilities	1.00%	15
Oil, Gas & Consumable Fuels	0.92%	9
Specialty Retail	0.78%	6
Automobiles & Components	0.69%	5
Pharmaceuticals & Biotechnology	0.61%	16
Semiconductors & Semiconductor Equipment	0.47%	10
Electrical Equipment & Components	0.21%	3
Equity Real Estate Investment Trusts (REITs)	0.21%	3
Diversified Telecommunication Services	0.20%	3
Banks	0.18%	6
Insurance	0.17%	3
Capital Markets	0.17%	3
Tobacco	0.16%	2
Construction & Engineering	0.13%	2
Hotels, Restaurants & Leisure	0.12%	3
Transportation Infrastructure	0.11%	2
Aerospace & Defense	0.11%	6
Beverages	0.11%	2
Chemicals	0.10%	7
Health Care Providers & Services	0.09%	1
Food Products	0.08%	3
Professional Services	0.08%	1
Media & Entertainment	0.07%	8
Commercial Services & Supplies	0.06%	6
Machinery	0.04%	5
Construction Materials	0.04%	3
Real Estate Management & Development	0.03%	1
Metals & Mining	0.03%	7
Communications Equipment	0.01%	5
Entertainment	0.01%	2
Health Care Equipment & Supplies	0.01%	4
Airlines	0.01%	2
Textiles, Apparel & Luxury Goods	0.00%	1
Paper & Forest Products	0.00%	1
Agricultural Products	0.00%	2
Media & Publishing	0.00%	1
Leisure Products	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	SGOV	ISHARES TR	Unclassified	16.85%
2	SCHG	SCHWAB U.S. LARGE-CAP GROWTH ETF	Unclassified	8.61%
3	BND	VANGUARD BD INDEX FDS	Unclassified	6.83%
4	BIV	VANGUARD BD INDEX FDS	Unclassified	5.06%
5	VTV	VANGUARD INDEX FDS	Unclassified	5.03%
6	CGDV	CAPITAL GROUP DIVIDEND VALUE	Unclassified	4.11%
7	VUG	VANGUARD INDEX FDS	Unclassified	4.07%
8	SCHF	SCHWAB STRATEGIC TR	Unclassified	3.39%
9	AAPL	Apple Inc.	Information Technology	2.90%
10	VIG	VANGUARD SPECIALIZED FUNDS	Unclassified	2.67%

205/295 names classified · sector 14.2% of weight · industry 14.0% · mkt cap 14.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 9 quarters

Information TechnologyAAPL, ORCL, MSFT, AMAT, UPWK · other

Consumer DiscretionaryTSLA, AMZN, SBUX, HD, WMT · other

EnergyCVX, XOM, EXE, MPC, PSX · other

UtilitiesSRE, EIX, AEP, D, OKE · other

FinancialsUNH, BRK.B, SCHW, AXP, AMP · other

IndustrialsEXPD, EME, BA, ACM, ALLE · other

Health CareJNJ, LLY, ABBV, HCA, ABT · other

Communication ServicesMETA, GOOGL, GOOG, T, VZ · other

Consumer StaplesPEP, PM, MO, MDLZ, KO · other

Real EstatePLD, PSA, BN, DOC

MaterialsPG, MDU, KNF, FCX, GLW · other

UnclassifiedSCHD, SCHG, BND, BSV, SGOV · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 14.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 14% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (152 classified)Leo H. Evart, Inc. centroid (Large Core)

Information TechnologyConsumer DiscretionaryCommunication ServicesUtilitiesEnergyHealth CareIndustrialsFinancialsConsumer StaplesReal EstateMaterials

Style box summary for Leo H. Evart, Inc.: centroid Large Core. Heaviest cells: Large Growth 7.8%, Large Value 2.1%, Large Core 1.8%.

Classified: 13.5% of book weight (152/293 names) · unclassified 86.5%: SGOV, SCHG, BND, BIV, VTV, CGDV, VUG, SCHF, VIG, SCHD +131 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 298 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	SGOVISHARES TR	195,748	$20M	16.9%	NEW
2	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	345,616	$10M	8.6%	NEW
3	BNDVANGUARD BD INDEX FDS	108,494	$8M	6.8%	NEW
4	BIVVANGUARD BD INDEX FDS	76,674	$6M	5.1%	NEW
5	VTVVANGUARD INDEX FDS	29,980	$6M	5.0%	NEW
6	CGDVCAPITAL GROUP DIVIDEND VALUE	112,847	$5M	4.1%	NEW
7	VUGVANGUARD INDEX FDS	10,895	$5M	4.1%	NEW
8	SCHFSCHWAB STRATEGIC TR	160,059	$4M	3.4%	NEW
9	AAPLAPPLE INC	13,362	$3M	2.9%	NEW
10	VIGVANGUARD SPECIALIZED FUNDS	14,513	$3M	2.7%	NEW
11	SCHDSCHWAB STRATEGIC TR	94,939	$3M	2.5%	NEW
12	BSVVANGUARD BD INDEX FDS	37,039	$3M	2.5%	NEW
13	GBILGOLDMAN SACHS ETF TR	28,619	$3M	2.5%	NEW
14	SCHMSCHWAB STRATEGIC TR	84,207	$3M	2.2%	NEW
15	VBVANGUARD INDEX FDS	9,497	$2M	2.1%	NEW
16	VOOVANGUARD INDEX FDS	3,759	$2M	1.9%	NEW
17	ORCLORACLE CORP	14,044	$2M	1.8%	NEW
18	SCHASCHWAB STRATEGIC TR	69,838	$2M	1.7%	NEW
19	VHTVANGUARD WORLD FD	6,541	$2M	1.5%	NEW
20	VOVANGUARD INDEX FDS	5,679	$2M	1.4%	NEW
21	VGTVANGUARD WORLD FD	1,937	$1M	1.2%	NEW
22	SCHZSCHWAB STRATEGIC TR	53,281	$1M	1.1%	NEW
23	GLDSPDR GOLD TR	2,800	$1M	1.0%	NEW
24	IXUSISHARES TR	12,981	$1M	1.0%	NEW
25	TCAFT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF	30,808	$1M	0.9%	NEW
26	TSLATESLA INC	2,128	$791,084	0.7%	NEW
27	FEOERBB FUND TRUST	13,768	$694,718	0.6%	NEW
28	JPIEJ P MORGAN EXCHANGE TRADED F	13,094	$603,257	0.5%	NEW
29	CVXCHEVRON CORP NEW	2,709	$560,595	0.5%	NEW
30	AMZNAMAZON COM INC	2,612	$543,923	0.5%	NEW
31	VBRVANGUARD INDEX FDS	2,491	$541,231	0.5%	NEW
32	SRESEMPRA	5,230	$508,200	0.4%	NEW
33	MSFTMICROSOFT CORP	1,339	$495,839	0.4%	NEW
34	SGOLETFS GOLD TR	10,677	$476,408	0.4%	NEW
35	GOOGLALPHABET INC	1,580	$454,465	0.4%	NEW
36	XOMEXXON MOBIL CORP	2,656	$450,628	0.4%	NEW
37	VYMVANGUARD WHITEHALL FDS	3,003	$444,677	0.4%	NEW
38	CGGRCAPITAL GROUP GROWTH ETF	10,838	$435,596	0.4%	NEW
39	GOOGALPHABET INC	1,477	$423,757	0.4%	NEW
40	METAMETA PLATFORMS INC	722	$413,093	0.4%	NEW
41	SPYSTATE STR SPDR S&P 500 ETF T	587	$381,852	0.3%	NEW
42	RSPHINVESCO EXCHANGE TRADED FD T	9,751	$294,429	0.3%	NEW
43	NVDANVIDIA CORPORATION	1,629	$284,142	0.2%	NEW
44	CGDGCAPITAL GROUP DIVIDEND GROWE	7,834	$281,235	0.2%	NEW
45	IOTSAMSARA INC	8,143	$258,052	0.2%	NEW
46	JNJJOHNSON & JOHNSON	945	$231,055	0.2%	NEW
47	VDEVANGUARD WORLD FD	1,269	$219,754	0.2%	NEW
48	UNHUNITEDHEALTH GROUP INC	682	$184,647	0.2%	NEW
49	HDHOME DEPOT INC	514	$169,146	0.1%	NEW
50	BRK.BBERKSHIRE HATHAWAY INC DEL	350	$167,720	0.1%	NEW
51	IVVISHARES TR	235	$153,450	0.1%	NEW
52	LLYELI LILLY & CO	166	$152,682	0.1%	NEW
53	EIXEDISON INTL	2,029	$148,482	0.1%	NEW
54	TAT&T INC	4,733	$137,200	0.1%	NEW
55	LOGILOGITECH INTL S A	1,476	$134,493	0.1%	NEW
56	PLDPROLOGIS INC.	1,001	$132,312	0.1%	NEW
57	QQQINVESCO QQQ TR	224	$129,130	0.1%	NEW
58	WMTWALMART INC	1,030	$128,039	0.1%	NEW
59	EMEEMCOR GROUP INC	171	$126,410	0.1%	NEW
60	VTIVANGUARD INDEX FDS	392	$125,757	0.1%	NEW
61	GEGE AEROSPACE	441	$125,159	0.1%	NEW
62	ABBVABBVIE INC	572	$124,404	0.1%	NEW
63	BABOEING CO	615	$122,403	0.1%	NEW
64	GEVGE VERNOVA INC	136	$118,714	0.1%	NEW
65	EXPDEXPEDITORS INTL WASH INC	804	$115,157	0.1%	NEW
66	VBKVANGUARD INDEX FDS	368	$111,229	0.1%	NEW
67	VXUSVANGUARD STAR FDS	1,419	$109,393	0.1%	NEW
68	PSAPUBLIC STORAGE OPER CO	402	$108,894	0.1%	NEW
69	PEPPEPSICO INC	684	$106,218	0.1%	NEW
70	SCHWSCHWAB CHARLES CORP	1,123	$105,574	0.1%	NEW
71	PGPROCTER AND GAMBLE CO	723	$104,397	0.1%	NEW
72	CSCOCISCO SYS INC	1,336	$103,684	0.1%	NEW
73	VUSBVANGUARD BD INDEX FDS	2,072	$103,148	0.1%	NEW
74	HCAHCA HEALTHCARE INC	218	$102,966	0.1%	NEW
75	SCHBSCHWAB STRATEGIC TR	4,033	$101,226	0.1%	NEW
76	AXPAMERICAN EXPRESS CO	318	$96,189	0.1%	NEW
77	PMPHILIP MORRIS INTL INC	577	$95,401	0.1%	NEW
78	NSRGYNESTLE S A SPONSORED ADR	950	$94,145	0.1%	NEW
79	VYMIVANGUARD WHITEHALL FDS	985	$92,836	0.1%	NEW
80	MOALTRIA GROUP INC	1,398	$92,277	0.1%	NEW
81	MDLZMONDELEZ INTL INC	1,589	$91,590	0.1%	NEW
82	UPWKUPWORK INC	8,174	$89,587	0.1%	NEW
83	ACMAECOM	1,040	$88,204	0.1%	NEW
84	VDCVANGUARD WORLD FD	388	$87,066	0.1%	NEW
85	AMPAMERIPRISE FINL INC	195	$86,658	0.1%	NEW
86	VZVERIZON COMMUNICATIONS INC	1,701	$85,390	0.1%	NEW
87	LDSVFLINDT &SPRUENGLI A ORDF	6	$84,330	0.1%	NEW
88	ABTABBOTT LABS	808	$82,957	0.1%	NEW
89	BITOPROSHARES TR	8,386	$78,074	0.1%	NEW
90	AVGOBROADCOM INC	251	$77,558	0.1%	NEW
91	AEPAMERICAN ELEC PWR CO INC	590	$77,383	0.1%	NEW
92	SBUXSTARBUCKS CORP	843	$75,493	0.1%	NEW
93	HESAFHERMES INTERNTNL S ORDF	40	$74,362	0.1%	NEW
94	WFCWELLS FARGO CO NEW	921	$73,310	0.1%	NEW
95	DDOMINION ENERGY INC	1,183	$73,111	0.1%	NEW
96	FNDFSCHWAB STRATEGIC TR	1,485	$72,642	0.1%	NEW
97	OKEONEOK INC NEW	800	$72,312	0.1%	NEW
98	VEUVANGUARD INTL EQUITY INDEX F	890	$66,839	0.1%	NEW
99	COSTCOSTCO WHSL CORP NEW	67	$66,828	0.1%	NEW
100	SLVISHARES SILVER TR	977	$66,573	0.1%	NEW
101	RHHBYROCHE HLDGS LTD SPONSORED ADR ISIN US7711951043	1,300	$64,623	0.1%	NEW
102	INTCINTEL CORP	1,407	$62,096	0.1%	NEW
103	CEGCONSTELLATION ENERGY CORP	221	$61,714	0.1%	NEW
104	EFGISHARES TR	539	$60,028	0.1%	NEW
105	DTEDTE ENERGY CO	410	$59,950	0.1%	NEW
106	RPGINVESCO EXCHANGE TRADED FD T	1,260	$58,891	0.1%	NEW
107	CRWDCROWDSTRIKE HLDGS INC	150	$58,562	0.1%	NEW
108	AMGNAMGEN INC	166	$58,407	0.0%	NEW
109	EXCEXELON CORP	1,191	$58,400	0.0%	NEW
110	IBMINTERNATIONAL BUSINESS MACHS	240	$58,069	0.0%	NEW
111	TTTRANE TECHNOLOGIES PLC	135	$56,260	0.0%	NEW
112	AMATAPPLIED MATLS INC	150	$51,269	0.0%	NEW
113	IYWISHARES TR	270	$48,983	0.0%	NEW
114	PCGPG&E CORP	2,680	$47,084	0.0%	NEW
115	ALLEALLEGION PLC	323	$46,929	0.0%	NEW
116	SPYGSPDR SERIES TRUST STATE STREET SPD	459	$44,931	0.0%	NEW
117	IRINGERSOLL RAND INC	550	$44,066	0.0%	NEW
118	CRMSALESFORCE INC	230	$42,887	0.0%	NEW
119	BNBROOKFIELD CORP	970	$39,256	0.0%	NEW
120	MGKVanguard Mega Cap Growth ETF	106	$39,105	0.0%	NEW
121	KLACKLA CORP	26	$38,879	0.0%	NEW
122	GILDGILEAD SCIENCES INC	267	$37,226	0.0%	NEW
123	BACBANK AMERICA CORP	736	$35,880	0.0%	NEW
124	TSMTAIWAN SEMICONDUCTOR MFG LTD	98	$33,119	0.0%	NEW
125	LVSLAS VEGAS SANDS CORP	600	$32,328	0.0%	NEW
126	CGIECAPITAL GROUP INTERNATIONAL	955	$32,289	0.0%	NEW
127	CGICCAPITAL GROUP INTERNATIONAL	948	$31,401	0.0%	NEW
128	SCHXSCHWAB U.S. LARGE-CAP ETF	1,184	$30,347	0.0%	NEW
129	ECGEVERUS CONSTR GROUP	253	$29,869	0.0%	NEW
130	VWOVANGUARD INTL EQUITY INDEX F	542	$29,296	0.0%	NEW
131	MCDMCDONALDS CORP	94	$29,214	0.0%	NEW
132	VPUVANGUARD WORLD FD	147	$29,085	0.0%	NEW
133	CGGOCAPITAL GROUP GBL GROWTH EQT	831	$27,737	0.0%	NEW
134	DTMDT MIDSTREAM INC	205	$27,607	0.0%	NEW
135	AOKISHARES TR	692	$27,607	0.0%	NEW
136	WBDWARNER BROS DISCOVERY INC	941	$25,840	0.0%	NEW
137	IJHISHARES TR	381	$25,751	0.0%	NEW
138	IQDYFLEXSHARES TR	679	$25,741	0.0%	NEW
139	EZUISHARES INC MSCI EURZONE ETF	406	$25,445	0.0%	NEW
140	PFEPFIZER INC	899	$25,238	0.0%	NEW
141	SPYVSPDR SERIES TRUST	445	$25,178	0.0%	NEW
142	ADPAUTOMATIC DATA PROCESSING IN	121	$24,585	0.0%	NEW
143	CMCSACOMCAST CORP NEW	787	$22,595	0.0%	NEW
144	PLTRPALANTIR TECHNOLOGIES INC	153	$22,381	0.0%	NEW
145	EXEEXPAND ENERGY CORPORATION	196	$21,517	0.0%	NEW
146	MDUMDU RES GROUP INC	1,012	$20,969	0.0%	NEW
147	IWMISHARES TR	84	$20,832	0.0%	NEW
148	KNFKNIFE RIVER CORP	253	$20,657	0.0%	NEW
149	DUKDUKE ENERGY CORP NEW	156	$20,427	0.0%	NEW
150	SPOTSPOTIFY TECHNOLOGY S A	42	$20,366	0.0%	NEW
151	SNPSSYNOPSYS INC	50	$19,824	0.0%	NEW
152	KOCOCA COLA CO	260	$19,773	0.0%	NEW
153	MUMICRON TECHNOLOGY INC	52	$17,581	0.0%	NEW
154	OGSONE GAS INC	200	$17,226	0.0%	NEW
155	BKNGBOOKING HOLDINGS INC	4	$17,152	0.0%	NEW
156	TXNTEXAS INSTRS INC	87	$16,890	0.0%	NEW
157	BRBROADRIDGE FINL SOLUTIONS IN	90	$14,623	0.0%	NEW
158	DISDISNEY WALT CO	140	$13,457	0.0%	NEW
159	MPCMARATHON PETE CORP	53	$13,033	0.0%	NEW
160	FCXFREEPORT MCMORAN INC	220	$12,932	0.0%	NEW
161	CAPITAL ONE 4.375 Percent PFDPFD SER L	738	$11,874	0.0%	NEW
162	WELLS FARGO CO NEW NON CUM PFD	500	$11,765	0.0%	NEW
163	PSXPHILLIPS 66	64	$11,647	0.0%	NEW
164	FFORD MTR CO	1,009	$11,642	0.0%	NEW
165	GLWCORNING INC	80	$10,878	0.0%	NEW
166	EEMISHARES TR	182	$10,350	0.0%	NEW
167	MRVLMARVELL TECHNOLOGY INC	103	$10,208	0.0%	NEW
168	MFCMANULIFE FINL CORP	279	$9,609	0.0%	NEW
169	POWRISHARES INC	358	$9,392	0.0%	NEW
170	QCOMQUALCOMM INC	70	$9,015	0.0%	NEW
171	SHOPSHOPIFY INC	75	$8,897	0.0%	NEW
172	JBLUJETBLUE AWYS CORP	2,000	$8,840	0.0%	NEW
173	PACIFIC GAS AND 6 Percent PFDPFD	395	$8,809	0.0%	NEW
174	NFLXNETFLIX INC	91	$8,750	0.0%	NEW
175	DOWDOW HLDGS INC	205	$8,527	0.0%	NEW
176	VVISA INC	26	$7,849	0.0%	NEW
177	BBARRICK MNG CORP	177	$7,220	0.0%	NEW
178	GEHCGE HEALTHCARE TECHNOLOGIES I	98	$6,998	0.0%	NEW
179	ICSHISHARES TR	137	$6,948	0.0%	NEW
180	VODVODAFONE GROUP PLC	454	$6,819	0.0%	NEW
181	CIENCIENA CORP	17	$6,600	0.0%	NEW
182	COPCONOCOPHILLIPS	50	$6,600	0.0%	NEW
183	OXYOCCIDENTAL PETE CORP	96	$6,240	0.0%	NEW
184	CLXCLOROX CO DEL	60	$6,218	0.0%	NEW
185	TGTTARGET CORP	50	$6,060	0.0%	NEW
186	PRUPRUDENTIAL FINL INC	62	$6,057	0.0%	NEW
187	EMXCISHARES INC	75	$5,900	0.0%	NEW
188	JPCNUVEEN PFD & INCOME OPPORTUN	741	$5,587	0.0%	NEW
189	ETNEATON CORP PLC	14	$5,007	0.0%	NEW
190	XYZBLOCK INC	76	$4,574	0.0%	NEW
191	PYPLPAYPAL HLDGS INC	100	$4,523	0.0%	NEW
192	TBUXT ROWE PRICE ETF INC	90	$4,494	0.0%	NEW
193	NUENUCOR CORP	23	$3,967	0.0%	NEW
194	GMGENERAL MTRS CO	52	$3,867	0.0%	NEW
195	SMNUFPT SARANA MENARA N ORDF	125,000	$3,590	0.0%	NEW
196	DELLDELL TECHNOLOGIES INC	21	$3,406	0.0%	NEW
197	ISRGINTUITIVE SURGICAL INC	7	$3,227	0.0%	NEW
198	RSPGINVESCO EXCHANGE TRADED FD T	29	$3,213	0.0%	NEW
199	LULULULULEMON ATHLETICA INC	20	$3,062	0.0%	NEW
200	KHCKRAFT HEINZ CO	136	$3,059	0.0%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

SGOVISHARES TR

—

196K

$20M

SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF

—

346K

$10M

BNDVANGUARD BD INDEX FDS

—

108K

$8M

BIVVANGUARD BD INDEX FDS

—

77K

$6M

VTVVANGUARD INDEX FDS

—

30K

$6M

CGDVCAPITAL GROUP DIVIDEND VALUE

—

113K

$5M

VUGVANGUARD INDEX FDS

—

11K

$5M

SCHFSCHWAB STRATEGIC TR

—

160K

$4M

AAPLAPPLE INC

—

13K

$3M

VIGVANGUARD SPECIALIZED FUNDS

—

15K

$3M

SCHDSCHWAB STRATEGIC TR

—

95K

$3M

BSVVANGUARD BD INDEX FDS

—

37K

$3M

GBILGOLDMAN SACHS ETF TR

—

29K

$3M

SCHMSCHWAB STRATEGIC TR

—

84K

$3M

VBVANGUARD INDEX FDS

—

$2M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Leo H. Evart, Inc.