0001095449-23-000018.txt : 20230119
0001095449-23-000018.hdr.sgml : 20230119
20230118211959
ACCESSION NUMBER: 0001095449-23-000018
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20230119
DATE AS OF CHANGE: 20230118
EFFECTIVENESS DATE: 20230119
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Leo H. Evart, Inc.
CENTRAL INDEX KEY: 0001920405
IRS NUMBER: 942683346
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22394
FILM NUMBER: 23535789
BUSINESS ADDRESS:
STREET 1: 3 LAGOON DRIVE
STREET 2: SUITE 155
CITY: REDWOOD CITY
STATE: CA
ZIP: 94065
BUSINESS PHONE: (650) 802-0342
MAIL ADDRESS:
STREET 1: 3 LAGOON DRIVE
STREET 2: SUITE 155
CITY: REDWOOD CITY
STATE: CA
ZIP: 94065
13F-HR/A
1
primary_doc.xml
X0202
13F-HR/A
LIVE
false
false
false
0001920405
XXXXXXXX
09-30-2022
09-30-2022
true
1
RESTATEMENT
Leo H. Evart, Inc.
3 LAGOON DRIVE
SUITE 155
REDWOOD CITY
CA
94065
13F HOLDINGS REPORT
028-22394
000110263
801-42861
Y
The restatement was filed due to the initial report erroneously listing all holdings as sole voting authority instead of non-voting voting authority.
Derek Hobbs
President
(650) 820-0342
Derek Hobbs
Redwood City
CA
10-28-2022
0
33
65642257
INFORMATION TABLE
2
table.2022-09r.xml
INFORMATION TABLE FOR SEPTEMBER 30, 2022
AMAZON COM INCCOM0231351062260712001SHSOLE002001
APPLE INCCOM037833100221041115994SHSOLE0015994
CHEVRON CORP NEWCOM1667641002863341993SHSOLE001993
EXPEDITORS INTL WASH INCCOM3021301093159733578SHSOLE003578
INVESCO EXCHANGE TRADED FD TS&P500 EQL HLT46137V332385764415351SHSOLE0015351
ISHARES TRBLACKROCK ULTRA46434V8783374926748SHSOLE006748
ISHARES TRCONSER ALLOC ETF4642898832815198630SHSOLE008630
ISHARES TRCORE US AGGBD ET4642872263409043539SHSOLE003539
JOHNSON & JOHNSONCOM4781601042457701504SHSOLE001504
META PLATFORMS INCCL A30303M1022093541543SHSOLE001543
MICROSOFT CORPCOM5949181044034301732SHSOLE001732
ORACLE CORPCOM68389X10592258915107SHSOLE0015107
SCHWAB STRATEGIC TRUS DIVIDEND EQ8085247979761089146938SHSOLE00146938
SCHWAB STRATEGIC TRUS LCAP GR ETF8085243007179886128649SHSOLE00128649
SCHWAB STRATEGIC TRINTL EQTY ETF80852480542841115230SHSOLE0015230
SCHWAB STRATEGIC TRUS MID-CAP ETF808524508192306031770SHSOLE0031770
SCHWAB STRATEGIC TRUS SML CAP ETF808524607143717038020SHSOLE0038020
SCHWAB STRATEGIC TRUS AGGREGATE B8085248393708228184SHSOLE008184
SEMPRACOM8168511093845962565SHSOLE002565
TESLA INCCOM88160R1014933651860SHSOLE001860
UNITEDHEALTH GROUP INCCOM91324P102408610809SHSOLE00809
VANGUARD BD INDEX FDSINTERMED TERM921937819575910578376SHSOLE0078376
VANGUARD BD INDEX FDSSHORT TRM BOND921937827398698553288SHSOLE0053288
VANGUARD BD INDEX FDSTOTAL BND MRKT921937835588189882460SHSOLE0082460
VANGUARD INDEX FDSMID CAP ETF92290862916875388977SHSOLE008977
VANGUARD INDEX FDSGROWTH ETF922908736360303416841SHSOLE0016841
VANGUARD INDEX FDSSMALL CP ETF922908751174253610196SHSOLE0010196
VANGUARD INDEX FDSSM CP VAL ETF9229086114959043458SHSOLE003458
VANGUARD INDEX FDSS&P 500 ETF SHS92290836316924045155SHSOLE005155
VANGUARD INDEX FDSVALUE ETF922908744270887021938SHSOLE0021938
VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844303511422456SHSOLE0022456
VANGUARD WORLD FDSHEALTH CAR ETF92204A504248302511100SHSOLE0011100
VANGUARD WORLD FDSINF TECH ETF92204A7025413441761SHSOLE001761