13F-HR filed by Leo H. Evart, Inc.
Leo H. Evart, Inc. filed this 13F-HR for the quarter ended 2022-09-30, filed 2022-11-03, with 33 holding rows worth $65,642,000.
- Accession
- 0001095449-22-000113
- Filer
- CIK 1920405
- Filed
- 2022-11-03
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 33 entries on the cover page, a total value of $65,642,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $65,642,000 with VALUE read as thousands by filing date, 13F file number 028-22394. A later restatement replaced it, so the quarter does not use it. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SCHD | 808524797 | COM | 146,938 | $9,761,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 128,649 | $7,180,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 82,460 | $5,882,000 | thousands by filing date | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 78,376 | $5,759,000 | thousands by filing date | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 53,288 | $3,987,000 | thousands by filing date | |
| INVESCO EXCHANGE TRADED FD T | 46137V332 | S&P500 EQL HLT | 15,351 | $3,858,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 16,841 | $3,603,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 22,456 | $3,035,000 | thousands by filing date | |
| Vanguard Value ETF | 922908744 | SHS | 21,938 | $2,709,000 | thousands by filing date | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 11,100 | $2,483,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 15,994 | $2,210,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 31,770 | $1,923,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 10,196 | $1,743,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 5,155 | $1,692,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 8,977 | $1,688,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 38,020 | $1,437,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 15,107 | $923,000 | thousands by filing date | |
| VGT | 92204A702 | SHS | 1,761 | $541,000 | thousands by filing date | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 3,458 | $496,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 1,860 | $493,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 15,230 | $428,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 809 | $409,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 1,732 | $403,000 | thousands by filing date | |
| SEMPRA COM | 816851109 | Stock | 2,565 | $385,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 8,184 | $371,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 3,539 | $341,000 | thousands by filing date | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 6,748 | $337,000 | thousands by filing date | |
| EXPEDITORS INTL WASH INC COM | 302130109 | Stock | 3,578 | $316,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 1,993 | $286,000 | thousands by filing date | |
| ISHARES TR | 464289883 | CORE 30 70 ETF | 8,630 | $282,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 1,504 | $246,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 2,001 | $226,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,543 | $209,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001095449-22-000113 | this filing | 2022-11-03 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001095449-23-000018 | base | 2023-01-19 | acceptance time not in the bulk data set |