Leo H. Evart

Leo H. Evart as of June 30, 2023

Portfolio Holdings for Leo H. Evart

Leo H. Evart holds 35 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 13.2 $9.5M 131k 72.62
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 11.8 $8.5M 114k 74.95
Vanguard Bd Index Fds Intermed Term (BIV) 8.4 $6.0M 80k 75.23
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.9 $5.7M 79k 72.69
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 6.1 $4.4M 15k 298.03
Vanguard Index Fds Growth Etf (VUG) 5.6 $4.1M 14k 282.96
Vanguard Specialized Funds Div App Etf (VIG) 4.6 $3.3M 20k 162.43
Apple (AAPL) 4.2 $3.1M 16k 193.97
Vanguard Index Fds Value Etf (VTV) 4.0 $2.9M 21k 142.10
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.0 $2.9M 39k 75.57
Vanguard World Fds Health Car Etf (VHT) 3.8 $2.7M 11k 244.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.0 $2.1M 5.2k 407.26
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.9 $2.1M 29k 71.03
Vanguard Index Fds Small Cp Etf (VB) 2.6 $1.9M 9.5k 198.89
Oracle Corporation (ORCL) 2.5 $1.8M 15k 119.09
Vanguard Index Fds Mid Cap Etf (VO) 2.4 $1.7M 7.9k 220.16
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.1 $1.5M 34k 43.80
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.7 $1.2M 12k 100.07
Vanguard World Fds Inf Tech Etf (VGT) 1.0 $750k 1.7k 442.06
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.9 $652k 14k 46.16
Microsoft Corporation (MSFT) 0.8 $559k 1.6k 340.51
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $495k 3.0k 165.39
Tesla Motors (TSLA) 0.7 $490k 1.9k 261.77
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $478k 13k 35.65
Expeditors International of Washington (EXPD) 0.6 $417k 3.4k 121.13
UnitedHealth (UNH) 0.5 $393k 818.00 480.35
Sempra Energy (SRE) 0.5 $373k 2.6k 145.59
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $354k 3.6k 97.94
Chevron Corporation (CVX) 0.4 $314k 2.0k 157.35
Johnson & Johnson (JNJ) 0.3 $249k 1.5k 165.55
Amazon (AMZN) 0.3 $248k 1.9k 130.33
Exxon Mobil Corporation (XOM) 0.3 $226k 2.1k 107.25
Starbucks Corporation (SBUX) 0.3 $223k 2.2k 99.05
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $223k 2.1k 106.05
Applied Materials (AMAT) 0.3 $212k 1.5k 144.54