Leo H. Evart

Leo H. Evart as of Dec. 31, 2021

Portfolio Holdings for Leo H. Evart

Leo H. Evart holds 43 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 11.8 $12M 74k 163.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 11.3 $12M 144k 80.83
Vanguard Bd Index Fds Short Trm Bond (BSV) 11.3 $12M 144k 80.83
Vanguard Bd Index Fds Intermed Term (BIV) 7.9 $8.2M 93k 87.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.0 $7.1M 84k 84.76
Vanguard Index Fds Growth Etf (VUG) 5.6 $5.8M 18k 320.92
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 5.2 $5.3M 17k 320.45
Apple (AAPL) 4.1 $4.2M 24k 177.56
Vanguard Specialized Funds Div App Etf (VIG) 3.8 $4.0M 23k 171.73
Vanguard Index Fds Value Etf (VTV) 3.1 $3.2M 22k 147.12
Vanguard World Fds Health Car Etf (VHT) 3.0 $3.0M 11k 266.45
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.9 $3.0M 38k 80.44
Vanguard Index Fds Mid Cap Etf (VO) 2.7 $2.7M 11k 254.78
Vanguard Index Fds Small Cp Etf (VB) 2.4 $2.5M 11k 226.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $2.4M 5.5k 436.58
Ishares Tr Blackrock Ultra (ICSH) 2.1 $2.1M 43k 50.39
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.9 $2.0M 19k 102.42
Oracle Corporation (ORCL) 1.3 $1.3M 15k 87.20
Tesla Motors (TSLA) 0.8 $808k 765.00 1056.21
Vanguard World Fds Inf Tech Etf (VGT) 0.8 $787k 1.7k 458.09
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $762k 6.9k 110.24
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $717k 4.0k 178.94
Meta Platforms Cl A (META) 0.7 $686k 2.0k 336.44
Microsoft Corporation (MSFT) 0.6 $581k 1.7k 336.03
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $562k 15k 38.87
Expeditors International of Washington (EXPD) 0.5 $480k 3.6k 134.15
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $434k 8.0k 53.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $424k 1.1k 398.12
UnitedHealth (UNH) 0.4 $403k 802.00 502.49
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $398k 3.5k 114.04
Ishares Tr Conser Alloc Etf (AOK) 0.3 $341k 8.5k 39.96
Sempra Energy (SRE) 0.3 $339k 2.6k 132.16
T Rowe Price Etf Ultra Shrt Trm (TBUX) 0.3 $329k 6.6k 49.83
Starbucks Corporation (SBUX) 0.3 $304k 2.6k 117.01
Upwork (UPWK) 0.3 $280k 8.2k 34.18
Amazon (AMZN) 0.3 $267k 80.00 3337.50
Johnson & Johnson (JNJ) 0.3 $257k 1.5k 171.33
T Rowe Price Etf Price Blue Chip (TCHP) 0.2 $243k 7.3k 33.13
Chevron Corporation (CVX) 0.2 $234k 2.0k 117.41
Logitech Intl S A SHS (LOGI) 0.2 $232k 2.8k 82.50
Applied Materials (AMAT) 0.2 $231k 1.5k 157.46
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $213k 1.9k 112.11
Home Depot (HD) 0.2 $207k 498.00 415.66