Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Leo H. Evart, Inc. > Profile

Instuitional Investor - Leo H. Evart, Inc.

Fund Profile
Filing Period:
Fund Name: Leo H. Evart, Inc.
Portfolio Value $65,172,361
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 118,383 $8,376,814 12.85%
2.
Schwab Strategic Trust
 FNDF 111,026 $8,073,790 12.38%
3.
Vanguard Bond Index Funds
 BND 77,106 $5,575,526 8.55%
4.
Vanguard Bond Index Funds
 BND 78,331 $5,465,930 8.38%
5.
Invesco Exchange Traded Fd T
 140,274 $3,843,500 5.89%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)