Leo H. Evart

Leo H. Evart as of March 31, 2023

Portfolio Holdings for Leo H. Evart

Leo H. Evart holds 33 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 14.2 $9.7M 133k 73.16
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 10.9 $7.5M 115k 65.17
Vanguard Bd Index Fds Intermed Term (BIV) 8.9 $6.1M 79k 76.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.4 $5.7M 78k 73.83
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 6.3 $4.3M 15k 291.69
Vanguard Index Fds Growth Etf (VUG) 5.2 $3.6M 14k 249.44
Vanguard Specialized Funds Div App Etf (VIG) 4.6 $3.2M 21k 154.01
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.3 $2.9M 38k 76.49
Vanguard Index Fds Value Etf (VTV) 4.1 $2.8M 20k 138.11
Vanguard World Fds Health Car Etf (VHT) 3.9 $2.6M 11k 238.47
Apple (AAPL) 3.8 $2.6M 16k 164.90
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.9 $2.0M 30k 67.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.9 $2.0M 5.2k 376.05
Vanguard Index Fds Small Cp Etf (VB) 2.6 $1.8M 9.5k 189.57
Vanguard Index Fds Mid Cap Etf (VO) 2.4 $1.7M 7.9k 210.93
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.1 $1.5M 35k 41.93
Oracle Corporation (ORCL) 2.1 $1.4M 15k 92.92
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.8 $1.3M 13k 100.14
Vanguard World Fds Inf Tech Etf (VGT) 1.0 $663k 1.7k 385.38
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.0 $652k 14k 46.91
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $477k 3.0k 158.77
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $475k 14k 34.80
Microsoft Corporation (MSFT) 0.7 $473k 1.6k 288.26
Tesla Motors (TSLA) 0.6 $388k 1.9k 207.46
Sempra Energy (SRE) 0.6 $388k 2.6k 151.16
UnitedHealth (UNH) 0.6 $385k 814.00 472.76
Expeditors International of Washington (EXPD) 0.6 $379k 3.4k 110.12
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $358k 3.6k 99.65
Chevron Corporation (CVX) 0.5 $325k 2.0k 163.16
Starbucks Corporation (SBUX) 0.3 $234k 2.2k 104.15
Johnson & Johnson (JNJ) 0.3 $233k 1.5k 155.00
Exxon Mobil Corporation (XOM) 0.3 $231k 2.1k 109.66
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $221k 2.1k 105.48