Leo H. Evart

Leo H. Evart as of June 30, 2022

Portfolio Holdings for Leo H. Evart

Leo H. Evart holds 38 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Short Trm Bond (BSV) 13.5 $11M 145k 76.79
Schwab Strategic Tr Us Dividend Eq (SCHD) 12.8 $11M 147k 71.63
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 11.4 $9.4M 162k 57.99
Vanguard Bd Index Fds Intermed Term (BIV) 7.8 $6.5M 83k 77.66
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.5 $6.1M 82k 75.26
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 5.1 $4.2M 16k 267.85
Vanguard Index Fds Growth Etf (VUG) 4.9 $4.0M 18k 222.90
Vanguard Specialized Funds Div App Etf (VIG) 4.1 $3.4M 24k 143.47
Vanguard Index Fds Value Etf (VTV) 3.3 $2.7M 20k 131.87
Vanguard World Fds Health Car Etf (VHT) 3.2 $2.6M 11k 235.48
Apple (AAPL) 2.8 $2.3M 17k 136.71
Ishares Tr Blackrock Ultra (ICSH) 2.5 $2.0M 41k 50.05
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.4 $2.0M 32k 62.74
Vanguard Index Fds Mid Cap Etf (VO) 2.3 $1.9M 9.6k 196.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $1.9M 5.4k 346.90
Vanguard Index Fds Small Cp Etf (VB) 2.3 $1.9M 11k 176.10
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.8 $1.5M 38k 39.00
Oracle Corporation (ORCL) 1.3 $1.1M 15k 69.84
Vanguard World Fds Inf Tech Etf (VGT) 0.7 $577k 1.8k 326.36
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $531k 3.5k 149.75
Tesla Motors (TSLA) 0.6 $515k 765.00 673.20
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $477k 15k 31.43
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $476k 9.9k 47.89
Microsoft Corporation (MSFT) 0.5 $445k 1.7k 257.08
UnitedHealth (UNH) 0.5 $414k 807.00 513.01
Sempra Energy (SRE) 0.5 $385k 2.6k 150.10
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $358k 3.5k 101.76
Expeditors International of Washington (EXPD) 0.4 $349k 3.6k 97.54
T Rowe Price Etf Ultra Shrt Trm (TBUX) 0.4 $334k 6.9k 48.76
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $333k 7.5k 44.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $298k 1.1k 280.34
Ishares Tr Conser Alloc Etf (AOK) 0.4 $297k 8.6k 34.61
Chevron Corporation (CVX) 0.4 $289k 2.0k 145.01
Proshares Tr Bitcoin Strate (BITO) 0.3 $279k 24k 11.62
Johnson & Johnson (JNJ) 0.3 $267k 1.5k 177.41
Meta Platforms Cl A (META) 0.3 $265k 1.6k 161.00
Amazon (AMZN) 0.3 $216k 2.0k 106.19
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $210k 2.1k 101.79