Leo H. Evart, Inc.
- SEC CIK
- 0001920405
- 最新申報
- 2026/8/17
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/3/31 申報。只含多頭部位。
- 持股檔數
- 43
- 2021 年第 3 季沒有申報
- 總值
- $1.03 億
- 2021 年第 3 季沒有申報
Leo H. Evart, Inc. 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 74,096 | $1,213 萬 | 11.8% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 143,820 | $1,163 萬 | 11.3% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 143,722 | $1,162 萬 | 11.3% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 93,068 | $815.5 萬 | 7.9% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 84,325 | $714.7 萬 | 7.0% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 17,961 | $576.4 萬 | 5.6% | – | – | – |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 16,617 | $532.5 萬 | 5.2% | – | – | – |
| AAPLApple Inc. | Stock | 23,474 | $416.8 萬 | 4.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 23,001 | $395.0 萬 | 3.8% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 21,670 | $318.8 萬 | 3.1% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 11,368 | $302.9 萬 | 3.0% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 37,581 | $302.3 萬 | 2.9% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,719 | $273.1 萬 | 2.7% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 11,000 | $248.6 萬 | 2.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,479 | $239.2 萬 | 2.3% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 42,471 | $214.0 萬 | 2.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 19,215 | $196.8 萬 | 1.9% | – | – | – |
| ORCLOracle Corp | Stock | 15,104 | $131.7 萬 | 1.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 765 | $80.8 萬 | 0.8% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,718 | $78.7 萬 | 0.8% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 6,912 | $76.2 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,007 | $71.7 萬 | 0.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,039 | $68.6 萬 | 0.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,729 | $58.1 萬 | 0.6% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 14,460 | $56.2 萬 | 0.5% | – | – | – |
| EXPDExpeditors International of Washington Inc | COM | 3,578 | $48.0 萬 | 0.5% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 8,043 | $43.4 萬 | 0.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,065 | $42.4 萬 | 0.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 802 | $40.3 萬 | 0.4% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,490 | $39.8 萬 | 0.4% | – | – | – |
| iShares Tr464289883 | CORE 30 70 ETF | 8,533 | $34.1 萬 | 0.3% | – | – | – |
| SRESempra | Stock | 2,565 | $33.9 萬 | 0.3% | – | – | 歷史 |
| T Rowe Price Exchange-Traded87283Q701 | ULTRA SHRT TRM | 6,603 | $32.9 萬 | 0.3% | – | – | – |
| SBUXStarbucks Corp | Stock | 2,598 | $30.4 萬 | 0.3% | – | – | 歷史 |
| UPWKUpwork, Inc | COM | 8,193 | $28.0 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 80 | $26.7 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,500 | $25.7 萬 | 0.3% | – | – | 歷史 |
| T Rowe Price Exchange-Traded87283Q107 | PRICE BLUE CHIP | 7,334 | $24.3 萬 | 0.2% | – | – | – |
| CVXChevron Corp | Stock | 1,993 | $23.4 萬 | 0.2% | – | – | 歷史 |
| LOGILogitech International S.A. | SHS | 2,812 | $23.2 萬 | 0.2% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 1,467 | $23.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,900 | $21.3 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 498 | $20.7 萬 | 0.2% | – | – | 歷史 |