0001095449-23-000065.txt : 20230807 0001095449-23-000065.hdr.sgml : 20230807 20230804175709 ACCESSION NUMBER: 0001095449-23-000065 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230804 EFFECTIVENESS DATE: 20230807 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: 231145177 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 06-30-2023 06-30-2023 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 07-27-2023 0 35 72050447 false
INFORMATION TABLE 2 table.2023-06.xml 13F INFORMATION TABLE FOR JUNE 30, 2023 AMAZON COM INCCOM0231351062475051899SHSOLE001899 APPLE INCCOM037833100305071115728SHSOLE0015728 APPLIED MATLS INCCOM0382221052120401467SHSOLE001467 CHEVRON CORP NEWCOM1667641003135991993SHSOLE001993 EXPEDITORS INTL WASH INCCOM3021301094168083441SHSOLE003441 EXXON MOBIL CORPCOM30231G1022258692106SHSOLE002106 GOLDMAN SACHS ETF TRACCES TREASURY381430529118996811891SHSOLE0011891 INVESCO EXCHANGE TRADED FD TS&P500 EQL HLT46137V332437801314690SHSOLE0014690 ISHARES TRCORE US AGGBD ET4642872263541693616SHSOLE003616 JOHNSON & JOHNSONCOM4781601042493121506SHSOLE001506 MICROSOFT CORPCOM5949181045591221642SHSOLE001642 ORACLE CORPCOM68389X105178505914989SHSOLE0014989 SCHWAB STRATEGIC TRUS DIVIDEND EQ8085247979513846131009SHSOLE00131009 SCHWAB STRATEGIC TRUS LCAP GR ETF8085243008531654113831SHSOLE00113831 SCHWAB STRATEGIC TRINTL EQTY ETF80852480547790613406SHSOLE0013406 SCHWAB STRATEGIC TRUS MID-CAP ETF808524508207317129187SHSOLE0029187 SCHWAB STRATEGIC TRUS SML CAP ETF808524607150357234328SHSOLE0034328 SCHWAB STRATEGIC TRUS AGGREGATE B80852483965191314123SHSOLE0014123 SEMPRACOM8168511093734382565SHSOLE002565 STARBUCKS CORPCOM8552441092227692249SHSOLE002249 TESLA INCCOM88160R1014895101870SHSOLE001870 UNITEDHEALTH GROUP INCCOM91324P102392925818SHSOLE00818 VANGUARD BD INDEX FDSINTERMED TERM921937819602052680028SHSOLE0080028 VANGUARD BD INDEX FDSSHORT TRM BOND921937827291361538555SHSOLE0038555 VANGUARD BD INDEX FDSTOTAL BND MRKT921937835572262378726SHSOLE0078726 VANGUARD INDEX FDSMID CAP ETF92290862917297797857SHSOLE007857 VANGUARD INDEX FDSGROWTH ETF922908736405589014334SHSOLE0014334 VANGUARD INDEX FDSSMALL CP ETF92290875118882249494SHSOLE009494 VANGUARD INDEX FDSSM CP VAL ETF9229086114953412995SHSOLE002995 VANGUARD INDEX FDSVALUE ETF922908744291622420522SHSOLE0020522 VANGUARD INDEX FDSS&P 500 ETF SHS92290836321271125223SHSOLE005223 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844329071320259SHSOLE0020259 VANGUARD WHITEHALL FDSHIGH DIV YLD9219464062227152100SHSOLE002100 VANGUARD WORLD FDSHEALTH CAR ETF92204A504270462911047SHSOLE0011047 VANGUARD WORLD FDSINF TECH ETF92204A7027501771697SHSOLE001697