0001095449-23-000020.txt : 20230120 0001095449-23-000020.hdr.sgml : 20230120 20230119201406 ACCESSION NUMBER: 0001095449-23-000020 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230120 DATE AS OF CHANGE: 20230119 EFFECTIVENESS DATE: 20230120 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 SEC ACT: 1934 Act SEC FILE NUMBER: 028-22394 FILM NUMBER: 23538698 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 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001920405 XXXXXXXX 12-31-2022 12-31-2022 Leo H. Evart, Inc.
3 LAGOON DRIVE SUITE 155 REDWOOD CITY CA 94065
13F HOLDINGS REPORT 028-22394 000110263 801-42861 N
Derek Hobbs President (650) 820-0342 Derek Hobbs Redwood City CA 01-16-2023 0 33 66131011 false
INFORMATION TABLE 2 table.2022-12.xml INFORMATION TABLE FOR DECEMBER 31, 2022 APPLE INCCOM037833100209201616101SHSOLE0016101 CHEVRON CORP NEWCOM1667641003577241993SHSOLE001993 EXPEDITORS INTL WASH INCCOM3021301093581083446SHSOLE003446 EXXON MOBIL CORPCOM30231G1022322922106SHSOLE002106 INVESCO EXCHANGE TRADED FD TS&P500 EQL HLT46137V332438981515218SHSOLE0015218 ISHARES TRCONSER ALLOC ETF4642898832871938545SHSOLE008545 ISHARES TRCORE US AGGBD ET4642872263463273571SHSOLE003571 JOHNSON & JOHNSONCOM4781601042660021506SHSOLE001506 MICROSOFT CORPCOM5949181043932341640SHSOLE001640 ORACLE CORPCOM68389X105123494415108SHSOLE0015108 SCHWAB STRATEGIC TRUS DIVIDEND EQ80852479710845676143575SHSOLE00143575 SCHWAB STRATEGIC TRUS LCAP GR ETF8085243006754488121571SHSOLE00121571 SCHWAB STRATEGIC TRINTL EQTY ETF80852480549975015515SHSOLE0015515 SCHWAB STRATEGIC TRUS MID-CAP ETF808524508208841131831SHSOLE0031831 SCHWAB STRATEGIC TRUS SML CAP ETF808524607153786037962SHSOLE0037962 SCHWAB STRATEGIC TRUS AGGREGATE B80852483960558413266SHSOLE0013266 SEMPRACOM8168511093963952565SHSOLE002565 STARBUCKS CORPCOM8552441092228262246SHSOLE002246 TESLA INCCOM88160R1012291151860SHSOLE001860 UNITEDHEALTH GROUP INCCOM91324P102430256812SHSOLE00812 VANGUARD BD INDEX FDSINTERMED TERM921937819554440174602SHSOLE0074602 VANGUARD BD INDEX FDSSHORT TRM BOND921937827239338331793SHSOLE0031793 VANGUARD BD INDEX FDSTOTAL BND MRKT921937835552032876842SHSOLE0076842 VANGUARD INDEX FDSMID CAP ETF92290862917413428544SHSOLE008544 VANGUARD INDEX FDSGROWTH ETF922908736318664814953SHSOLE0014953 VANGUARD INDEX FDSSMALL CP ETF92290875117866419734SHSOLE009734 VANGUARD INDEX FDSSM CP VAL ETF9229086115467773443SHSOLE003443 VANGUARD INDEX FDSVALUE ETF922908744285596220346SHSOLE0020346 VANGUARD INDEX FDSS&P 500 ETF SHS92290836318276255202SHSOLE005202 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844340809522444SHSOLE0022444 VANGUARD WHITEHALL FDSHIGH DIV YLD9219464062269752098SHSOLE002098 VANGUARD WORLD FDSHEALTH CAR ETF92204A504295942111931SHSOLE0011931 VANGUARD WORLD FDSINF TECH ETF92204A7025653971770SHSOLE001770