StockDriftsStockDriftsTop 50 Leo H Evart INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 16.85% | 195.7K | $19.7M | new | $100.52(-0.08%) | 2026-03-31 | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 8.61% | 345.6K | $10.1M | new | $30.87(+10.51%) | 2026-03-31 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | 6.83% | 108.5K | $8.0M | new | $73.85(-1.01%) | 2026-03-31 | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | 5.06% | 76.7K | $5.9M | new | $77.53(-1.42%) | 2026-03-31 | |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 5.03% | 30.0K | $5.9M | new | $193.60(+13.21%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 4.11% | 112.8K | $4.8M | new | $43.09(+13.60%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | 4.07% | 10.9K | $4.8M | new | $77.05(+10.96%) | 2026-03-31 | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 3.39% | 160.1K | $4.0M | new | $24.40(+12.61%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.9% | 13.4K | $3.4M | new | $262.82(+17.43%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | 2.67% | 14.5K | $3.1M | new | $217.42(+9.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -5.90% | -16.68% |
| Top 20 Holdings Unweighted | -6.72% | -18.82% |
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