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Name: |
Leo H. Evart Inc. |
City: |
REDWOOD CITY |
State: |
CA |
Zip: |
94065 |
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Holdings
Found :
24 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
SCHD |
Schwab US Dividend Equity ETF |
1 |
- |
$76.42 |
$8,377,000 |
118,383 |
12.85% |
-1,137,000 |
-12,626 |
0.039 |
N/A |
|
SCHG |
Schwab Strategic Trust |
2 |
- |
$96.04 |
$8,074,000 |
111,026 |
12.39% |
-458,000 |
-2,805 |
0.011 |
Closed - End Fund - Debt |
|
BIV |
Vanguard Intermediate-Term ... |
3 |
- |
$73.74 |
$5,576,000 |
77,106 |
8.56% |
-445,000 |
-2,922 |
0.048 |
Closed - End Fund - Debt |
|
BND |
Vanguard Total Bond Market ETF |
4 |
- |
$71.07 |
$5,466,000 |
78,331 |
8.39% |
-257,000 |
-395 |
0.01 |
Closed - End Fund - E... |
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VUG |
Vanguard Growth VIPERS |
6 |
- |
$356.12 |
$3,572,000 |
13,118 |
5.48% |
-484,000 |
-1,216 |
0.005 |
Closed - End Fund - E... |
|
VIG |
Vanguard Dividend Appreciat... |
7 |
- |
$178.51 |
$2,871,000 |
18,478 |
4.4% |
-420,000 |
-1,781 |
0.005 |
Closed - End Fund - Debt |
|
VTV |
Vanguard Value VIPERS |
8 |
- |
$158.04 |
$2,812,000 |
20,384 |
4.31% |
-104,000 |
-138 |
0.004 |
Closed - End Fund - E... |
|
AAPL |
Apple Inc |
9 |
- |
$190.29 |
$2,647,000 |
15,458 |
4.06% |
-404,000 |
-270 |
0 |
Personal Computers |
|
VHT |
Vanguard Health Care Vipers |
10 |
- |
$258.51 |
$2,554,000 |
10,863 |
3.92% |
-151,000 |
-184 |
0.019 |
Closed - End Fund - E... |
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BSV |
Vanguard Short-Term Bond |
11 |
- |
$76.15 |
$2,346,000 |
31,208 |
3.6% |
-568,000 |
-7,347 |
0.006 |
Closed - End Fund - E... |
|
VOO |
Vanguard S&P 500 Etf |
12 |
- |
$483.69 |
$1,939,000 |
4,937 |
2.98% |
-188,000 |
-286 |
0.001 |
Closed - End Fund - E... |
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SCHM |
Schwab U.S. Mid-Cap Etf |
13 |
- |
$78.26 |
$1,933,000 |
28,564 |
2.97% |
-140,000 |
-623 |
0.025 |
N/A |
|
VB |
Vanguard Small Cap VIPERS |
14 |
- |
$218.71 |
$1,762,000 |
9,320 |
2.7% |
-126,000 |
-174 |
0.005 |
Closed - End Fund - E... |
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ORCL |
Oracle Corp |
15 |
- |
$123.74 |
$1,560,000 |
14,724 |
2.39% |
-225,000 |
-265 |
0 |
Application Software |
|
VO |
Vanguard Mid Cap VIPERS |
16 |
- |
$241.35 |
$1,471,000 |
7,066 |
2.26% |
-259,000 |
-791 |
0.004 |
Closed - End Fund - E... |
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SCHA |
Schwab Strategic Trust |
17 |
- |
$47.31 |
$1,304,000 |
31,481 |
2% |
-200,000 |
-2,847 |
0.002 |
Closed - End Fund - Debt |
|
GBIL |
Goldman Sachs Treasuryacces... |
18 |
- |
$100.06 |
$1,149,000 |
11,473 |
1.76% |
-41,000 |
-418 |
0.013 |
N/A |
|
VGT |
Vanguard I T VIPERS |
19 |
- |
$548.00 |
$700,000 |
1,686 |
1.07% |
-50,000 |
-11 |
0 |
Closed - End Fund - E... |
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VBR |
Vanguard Small Cap Val VIPER |
21 |
- |
$183.41 |
$471,000 |
2,953 |
0.72% |
-24,000 |
-42 |
0.002 |
Closed - End Fund - E... |
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TSLA |
Tesla Motors Inc |
22 |
- |
$177.81 |
$462,000 |
1,846 |
0.71% |
-28,000 |
-24 |
0 |
Auto Manufacturers |
|
SCHF |
Schwab Strategic Trust |
24 |
- |
$38.75 |
$399,000 |
11,745 |
0.61% |
-79,000 |
-1,661 |
0.001 |
Closed - End Fund - Debt |
|
MSFT |
Microsoft Corp |
26 |
- |
$429.17 |
$353,000 |
1,117 |
0.54% |
-206,000 |
-525 |
0 |
Application Software |
|
AMZN |
Amazon.com Inc |
31 |
- |
$182.02 |
$213,000 |
1,675 |
0.33% |
-35,000 |
-224 |
0 |
Internet Software & S... |
|
JNJ |
Johnson & Johnson |
33 |
- |
$144.44 |
$203,000 |
1,300 |
0.31% |
-46,000 |
-206 |
0 |
Drug Manufacturers - ... |
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