Leo H. Evart

Leo H. Evart as of March 31, 2022

Portfolio Holdings for Leo H. Evart

Leo H. Evart holds 41 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 12.7 $12M 165k 74.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 12.1 $12M 150k 77.90
Schwab Strategic Tr Us Dividend Eq (SCHD) 12.0 $12M 147k 78.89
Vanguard Bd Index Fds Intermed Term (BIV) 7.2 $6.9M 85k 81.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.7 $6.5M 81k 79.54
Vanguard Index Fds Growth Etf (VUG) 5.3 $5.2M 18k 287.58
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 5.2 $5.1M 17k 306.45
Vanguard Specialized Funds Div App Etf (VIG) 3.9 $3.7M 23k 162.16
Vanguard Index Fds Value Etf (VTV) 3.3 $3.2M 22k 147.80
Apple (AAPL) 3.0 $2.9M 17k 174.62
Vanguard World Fds Health Car Etf (VHT) 3.0 $2.9M 11k 254.40
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.9 $2.8M 37k 75.86
Vanguard Index Fds Mid Cap Etf (VO) 2.5 $2.5M 10k 237.82
Ishares Tr Blackrock Ultra (ICSH) 2.4 $2.4M 47k 50.15
Vanguard Index Fds Small Cp Etf (VB) 2.4 $2.3M 11k 212.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $2.3M 5.5k 415.16
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.9 $1.8M 38k 47.36
Oracle Corporation (ORCL) 1.3 $1.3M 15k 82.75
Tesla Motors (TSLA) 0.9 $824k 765.00 1077.12
Vanguard World Fds Inf Tech Etf (VGT) 0.8 $731k 1.8k 416.52
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $717k 4.1k 176.04
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $665k 6.9k 96.31
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $533k 15k 36.73
Microsoft Corporation (MSFT) 0.6 $533k 1.7k 308.09
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $500k 9.9k 50.60
Sempra Energy (SRE) 0.4 $431k 2.6k 168.03
UnitedHealth (UNH) 0.4 $410k 804.00 509.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $400k 7.4k 53.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $382k 1.1k 362.43
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $375k 3.5k 107.14
Expeditors International of Washington (EXPD) 0.4 $369k 3.6k 103.13
Facebook Cl A (META) 0.4 $365k 1.6k 222.43
Chevron Corporation (CVX) 0.3 $325k 2.0k 163.07
Ishares Tr Conser Alloc Etf (AOK) 0.3 $322k 8.5k 37.67
Amazon (AMZN) 0.3 $290k 89.00 3258.43
Johnson & Johnson (JNJ) 0.3 $266k 1.5k 177.10
Starbucks Corporation (SBUX) 0.2 $231k 2.5k 91.16
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $230k 2.0k 112.41
T Rowe Price Etf Price Blue Chip (TCHP) 0.2 $210k 7.2k 29.35
Alphabet Cap Stk Cl A (GOOGL) 0.2 $209k 75.00 2786.67
Logitech Intl S A SHS (LOGI) 0.2 $202k 2.7k 73.72