Instuitional Investor - Leo H. Evart, Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares 0-3 Month Treasury Bond Etf - ETF | 190,606 | $19,188,303 | 15.15% | |
| 2. | SCHD | 337,766 | $11,430,000 | 9.03% | |
| 3. | Vanguard Value Index Fund Etf Shares - ETF | 31,350 | $6,832,218 | 5.4% | |
| 4. | BND | 79,078 | $5,805,130 | 4.58% | |
| 5. | Vanguard Growth Index Fund Etf Shares - ETF | 64,839 | $5,585,219 | 4.41% |