Leo H. Evart

Leo H. Evart as of Sept. 30, 2022

Portfolio Holdings for Leo H. Evart

Leo H. Evart holds 33 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 14.9 $9.8M 147k 66.43
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 10.9 $7.2M 129k 55.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.0 $5.9M 83k 71.33
Vanguard Bd Index Fds Intermed Term (BIV) 8.8 $5.8M 78k 73.48
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.1 $4.0M 53k 74.82
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 5.9 $3.9M 15k 251.30
Vanguard Index Fds Growth Etf (VUG) 5.5 $3.6M 17k 213.94
Vanguard Specialized Funds Div App Etf (VIG) 4.6 $3.0M 23k 135.16
Vanguard Index Fds Value Etf (VTV) 4.1 $2.7M 22k 123.48
Vanguard World Fds Health Car Etf (VHT) 3.8 $2.5M 11k 223.70
Apple (AAPL) 3.4 $2.2M 16k 138.20
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.9 $1.9M 32k 60.53
Vanguard Index Fds Small Cp Etf (VB) 2.7 $1.7M 10k 170.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.6 $1.7M 5.2k 328.30
Vanguard Index Fds Mid Cap Etf (VO) 2.6 $1.7M 9.0k 187.98
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.2 $1.4M 38k 37.80
Oracle Corporation (ORCL) 1.4 $923k 15k 61.07
Vanguard World Fds Inf Tech Etf (VGT) 0.8 $541k 1.8k 307.41
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $496k 3.5k 143.41
Tesla Motors (TSLA) 0.8 $493k 1.9k 265.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $428k 15k 28.13
UnitedHealth (UNH) 0.6 $409k 809.00 505.08
Microsoft Corporation (MSFT) 0.6 $403k 1.7k 232.93
Sempra Energy (SRE) 0.6 $385k 2.6k 149.94
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $371k 8.2k 45.31
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $341k 3.5k 96.33
Ishares Tr Blackrock Ultra (ICSH) 0.5 $338k 6.7k 50.01
Expeditors International of Washington (EXPD) 0.5 $316k 3.6k 88.31
Chevron Corporation (CVX) 0.4 $286k 2.0k 143.67
Ishares Tr Conser Alloc Etf (AOK) 0.4 $282k 8.6k 32.62
Johnson & Johnson (JNJ) 0.4 $246k 1.5k 163.41
Amazon (AMZN) 0.3 $226k 2.0k 112.98
Meta Platforms Cl A (META) 0.3 $209k 1.5k 135.68