Leo H. Evart

Leo H. Evart as of Dec. 31, 2022

Portfolio Holdings for Leo H. Evart

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 16.4 $11M 144k 75.54
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 10.2 $6.8M 122k 55.56
Vanguard Bd Index Fds Intermed Term (BIV) 8.4 $5.5M 75k 74.32
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.3 $5.5M 77k 71.84
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 6.6 $4.4M 15k 288.46
Vanguard Specialized Funds Div App Etf (VIG) 5.2 $3.4M 22k 151.85
Vanguard Index Fds Growth Etf (VUG) 4.8 $3.2M 15k 213.11
Vanguard World Fds Health Car Etf (VHT) 4.5 $3.0M 12k 248.04
Vanguard Index Fds Value Etf (VTV) 4.3 $2.9M 20k 140.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.6 $2.4M 32k 75.28
Apple (AAPL) 3.2 $2.1M 16k 129.93
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.2 $2.1M 32k 65.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $1.8M 5.2k 351.33
Vanguard Index Fds Small Cp Etf (VB) 2.7 $1.8M 9.7k 183.55
Vanguard Index Fds Mid Cap Etf (VO) 2.6 $1.7M 8.5k 203.81
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.3 $1.5M 38k 40.51
Oracle Corporation (ORCL) 1.9 $1.2M 15k 81.74
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.9 $606k 13k 45.65
Vanguard World Fds Inf Tech Etf (VGT) 0.9 $565k 1.8k 319.43
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $547k 3.4k 158.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $500k 16k 32.21
UnitedHealth (UNH) 0.7 $430k 812.00 529.87
Sempra Energy (SRE) 0.6 $396k 2.6k 154.54
Microsoft Corporation (MSFT) 0.6 $393k 1.6k 239.78
Expeditors International of Washington (EXPD) 0.5 $358k 3.4k 103.92
Chevron Corporation (CVX) 0.5 $358k 2.0k 179.49
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $346k 3.6k 96.98
Ishares Tr Conser Alloc Etf (AOK) 0.4 $287k 8.5k 33.61
Johnson & Johnson (JNJ) 0.4 $266k 1.5k 176.63
Exxon Mobil Corporation (XOM) 0.4 $232k 2.1k 110.30
Tesla Motors (TSLA) 0.3 $229k 1.9k 123.18
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $227k 2.1k 108.19
Starbucks Corporation (SBUX) 0.3 $223k 2.2k 99.21