0001095449-23-000081.txt : 20231115
0001095449-23-000081.hdr.sgml : 20231115
20231114193204
ACCESSION NUMBER: 0001095449-23-000081
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231115
DATE AS OF CHANGE: 20231114
EFFECTIVENESS DATE: 20231115
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: 231408650
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
09-30-2023
09-30-2023
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
10-25-2023
0
34
65172361
false
INFORMATION TABLE
2
table.2023-09.xml
13F INFORMATION TABLE FOR SEPTEMBER 30, 2023
AMAZON COM INCCOM0231351062128781675SHSOLE001675
APPLE INCCOM037833100264657315458SHSOLE0015458
APPLIED MATLS INCCOM0382221052031061467SHSOLE001467
CHEVRON CORP NEWCOM1667641003360601993SHSOLE001993
EXPEDITORS INTL WASH INCCOM3021301093944423441SHSOLE003441
EXXON MOBIL CORPCOM30231G1022476232106SHSOLE002106
GOLDMAN SACHS ETF TRACCES TREASURY381430529114861111473SHSOLE0011473
INVESCO EXCHANGE TRADED FD TS&P500 EQL HLT46137V3323843500140274SHSOLE00140274
ISHARES TRCORE US AGGBD ET4642872263427863645SHSOLE003645
JOHNSON & JOHNSONCOM4781601042025181300SHSOLE001300
MICROSOFT CORPCOM5949181043527621117SHSOLE001117
ORACLE CORPCOM68389X105155956614724SHSOLE0014724
SCHWAB STRATEGIC TRUS LCAP GR ETF8085243008073790111026SHSOLE00111026
SCHWAB STRATEGIC TRUS DIVIDEND EQ8085247978376814118383SHSOLE00118383
SCHWAB STRATEGIC TRINTL EQTY ETF80852480539886911745SHSOLE0011745
SCHWAB STRATEGIC TRUS MID-CAP ETF808524508193321928564SHSOLE0028564
SCHWAB STRATEGIC TRUS SML CAP ETF808524607130393131481SHSOLE0031481
SCHWAB STRATEGIC TRUS AGGREGATE B80852483962633714161SHSOLE0014161
SEMPRACOM8168511093489945130SHSOLE005130
STARBUCKS CORPCOM8552441092053752250SHSOLE002250
TESLA INCCOM88160R1014619061846SHSOLE001846
UNITEDHEALTH GROUP INCCOM91324P102413784821SHSOLE00821
VANGUARD BD INDEX FDSINTERMED TERM921937819557552677106SHSOLE0077106
VANGUARD BD INDEX FDSSHORT TRM BOND921937827234589331208SHSOLE0031208
VANGUARD BD INDEX FDSTOTAL BND MRKT921937835546593078331SHSOLE0078331
VANGUARD INDEX FDSMID CAP ETF92290862914713527066SHSOLE007066
VANGUARD INDEX FDSGROWTH ETF922908736357208513118SHSOLE0013118
VANGUARD INDEX FDSSMALL CP ETF92290875117620399320SHSOLE009320
VANGUARD INDEX FDSSM CP VAL ETF9229086114709092953SHSOLE002953
VANGUARD INDEX FDSVALUE ETF922908744281156020384SHSOLE0020384
VANGUARD INDEX FDSS&P 500 ETF SHS92290836319388414937SHSOLE004937
VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844287114618478SHSOLE0018478
VANGUARD WORLD FDSHEALTH CAR ETF92204A504255400410863SHSOLE0010863
VANGUARD WORLD FDSINF TECH ETF92204A7026996321686SHSOLE001686