Leo H. Evart, Inc.
Q3 2023 13F Holdings
- Locationredwood city, CA
- Num holdings
34
- Value ($000)
$65,172
- Date Filed11/15/2023
- Form type13F-HR
- CIK0001920405
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $8.38M | 13 % | 118,383 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $8.07M | 12 % | 111,026 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $5.58M | 9 % | 77,106 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $5.47M | 8 % | 78,331 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL HLT | 46137V332 | $3.84M | 6 % | 140,274 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $3.57M | 6 % | 13,118 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $2.87M | 4 % | 18,478 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $2.81M | 4 % | 20,384 | ||
APPLE INC | COM | 037833100 | $2.65M | 4 % | 15,458 | ||
VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 | $2.55M | 4 % | 10,863 |
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