Evanson Asset Management, LLC Q4 2022 Filing

Filed January 13, 2023

Portfolio Value

$834.2B

Holdings

254

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (254 positions)

#StockSharesValue% PortfolioType
201
XEADXALLSPRING INCOME OPPORTUNIT
13,433$00.00%
202
SCHOSCHWAB STRATEGIC TR
5,336$00.00%
203
ZETAZETA GLOBAL HOLDINGS CORP
83,012$00.00%
204
VOEVANGUARD INDEX FDS
2,394$00.00%
205
AXPAMERICAN EXPRESS CO
4,305$00.00%
206
WALKME LTD
20,676$00.00%
207
MAMASTERCARD INCORPORATED
2,309$00.00%
208
SGOVISHARES TR
3,019$00.00%
209
IYY*ISHARES TR
3,276$00.00%
210
ABTABBOTT LABS
4,075$00.00%
211
SHYISHARES TR
5,326$00.00%
212
SCHCSCHWAB STRATEGIC TR
7,887$00.00%
213
MCDMCDONALDS CORP
3,184$00.00%
214
KMBKIMBERLY-CLARK CORP
4,153$00.00%
215
VOVANGUARD INDEX FDS
1,448$00.00%
216
ADBEADOBE SYSTEMS INCORPORATED
1,750$00.00%
217
VPUVANGUARD WORLD FDS
3,241$00.00%
218
TIPISHARES TR
4,960$00.00%
219
VGSHVANGUARD SCOTTSDALE FDS
5,500$00.00%
220
PDBCINVESCO ACTVELY MNGD ETC FD
31,367$00.00%
221
TROXTRONOX HOLDINGS PLC
10,000$00.00%
222
DFEVDIMENSIONAL ETF TRUST
34,818$00.00%
223
INTCINTEL CORP
8,782$00.00%
224
ICFISHARES TR
14,790$00.00%
225
ORCLORACLE CORP
5,323$00.00%
226
BLBLACKLINE INC
7,350$00.00%
227
BNDXVANGUARD CHARLOTTE FDS
6,723$00.00%
228
TAT&T INC
29,119$00.00%
229
4I1PHILIP MORRIS INTL INC
9,438$00.00%
230
APPFAPPFOLIO INC
6,000$00.00%
231
SCHFSCHWAB STRATEGIC TR
34,735$00.00%
232
EFVISHARES TR
8,371$00.00%
233
VXFVANGUARD INDEX FDS
1,846$00.00%
234
BABOEING CO
4,278$00.00%
235
SCHKSCHWAB STRATEGIC TR
15,164$00.00%
236
PGPROCTER AND GAMBLE CO
5,586$00.00%
237
NRKNUVEEN NEW YORK AMT QLT MUNI
15,825$00.00%
238
AMGNAMGEN INC
1,685$00.00%
239
XLISELECT SECTOR SPDR TR
8,128$00.00%
240
BSJOINVESCO EXCH TRD SLF IDX FD
11,600$00.00%
241
ADMARCHER DANIELS MIDLAND CO
3,110$00.00%
242
IGIBISHARES TR
4,851$00.00%
243
XLFISELECT SECTOR SPDR TR
9,737$00.00%
244
NOWSERVICENOW INC
732$00.00%
245
HDHOME DEPOT INC
1,800$00.00%
246
BACVERIZON COMMUNICATIONS INC
12,881$00.00%
247
VBKVANGUARD INDEX FDS
2,322$00.00%
248
AMRNAMARIN CORP PLC
133,408$00.00%
249
VCSHVANGUARD SCOTTSDALE FDS
4,705$00.00%
250
EFGISHARES TR
3,610$00.00%
251
IEMGISHARES INC
9,309$00.00%
252
SIRIEURSIRIUS XM HOLDINGS INC
14,952$00.00%
253
MDYSPDR S&P MIDCAP 400 ETF TR
1,760$00.00%
254
UNHUNITEDHEALTH GROUP INC
648$00.00%
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