Evanson Asset Management, LLC Q1 2023 Filing

Filed April 13, 2023

Portfolio Value

$1010.4T

Holdings

269

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (269 positions)

#StockSharesValue% PortfolioType
101
MUBISHARES TR
8,378$902.6B0.09%
102
ZETAZETA GLOBAL HOLDINGS CORP
83,012$899.0B0.09%
103
MCDMCDONALDS CORP
3,155$882.3B0.09%
104
DFAUDIMENSIONAL ETF TRUST
30,391$874.4B0.09%
105
SCHASCHWAB STRATEGIC TR
20,827$873.3B0.09%
106
QCOMQUALCOMM INC
6,775$864.4B0.09%
107
HTDCORCEPT THERAPEUTICS INC
39,800$862.1B0.09%
108
PGPROCTER AND GAMBLE CO
5,791$861.0B0.09%
109
IVEISHARES TR
5,555$843.1B0.08%
110
MAMASTERCARD INCORPORATED
2,309$839.2B0.08%
111
PFEPFIZER INC
20,311$828.7B0.08%
112
XLISELECT SECTOR SPDR TR
8,128$822.4B0.08%
113
ICFISHARES TR
14,790$821.4B0.08%
114
VVISA INC
3,618$815.8B0.08%
115
INTUINTUIT
1,829$815.4B0.08%
116
MDYSPDR S&P MIDCAP 400 ETF TR
1,773$812.7B0.08%
117
IDUISHARES TR
9,621$805.4B0.08%
118
IJHISHARES TR
3,215$804.3B0.08%
119
FNDFSCHWAB STRATEGIC TR
25,513$797.8B0.08%
120
VNQIVANGUARD INTL EQUITY INDEX F
18,760$761.1B0.08%
121
APPFAPPFOLIO INC
6,000$746.9B0.07%
122
XLFISELECT SECTOR SPDR TR
9,330$697.0B0.07%
123
AXPAMERICAN EXPRESS CO
4,191$691.3B0.07%
124
TMOTHERMO FISHER SCIENTIFIC INC
1,195$688.8B0.07%
125
IGVISHARES TR
2,245$684.1B0.07%
126
DOLWISDOMTREE TR
14,447$674.7B0.07%
127
TLRYEURTILRAY BRANDS INC
262,798$664.9B0.07%
128
AVDEAMERICAN CENTY ETF TR
11,552$658.8B0.07%
129
WMTWALMART INC
4,425$652.5B0.06%
130
CLCOLGATE PALMOLIVE CO
8,550$642.6B0.06%
131
IEURISHARES TR
12,207$639.4B0.06%
132
XLUSELECT SECTOR SPDR TR
9,126$617.8B0.06%
133
ABBVABBVIE INC
3,820$608.8B0.06%
134
NVDANVIDIA CORPORATION
2,187$607.6B0.06%
135
SCHKSCHWAB STRATEGIC TR
15,173$600.1B0.06%
136
AQLTISHARES TR
2,422$598.7B0.06%
137
VPUVANGUARD WORLD FDS
3,960$584.2B0.06%
138
SCHESCHWAB STRATEGIC TR
23,540$577.2B0.06%
139
BEPCBROOKFIELD RENEWABLE CORP
16,418$573.8B0.06%
140
AVDVAMERICAN CENTY ETF TR
9,801$573.2B0.06%
141
SCHOSCHWAB STRATEGIC TR
11,669$569.3B0.06%
142
AVMUAMERICAN CENTY ETF TR
12,128$565.0B0.06%
143
MCHIISHARES TR
11,282$562.9B0.06%
144
SLBSCHLUMBERGER LTD
11,178$548.9B0.05%
145
UNPUNION PAC CORP
2,723$548.0B0.05%
146
IWNISHARES TR
3,976$544.7B0.05%
147
BIVVANGUARD BD INDEX FDS
7,090$544.1B0.05%
148
HEHAWAIIAN ELEC INDUSTRIES
13,957$535.9B0.05%
149
HDHOME DEPOT INC
1,801$531.6B0.05%
150
BNDVANGUARD BD INDEX FDS
7,119$525.6B0.05%
151
TIPISHARES TR
4,763$525.1B0.05%
152
AVUSAMERICAN CENTY ETF TR
7,395$524.2B0.05%
153
MOALTRIA GROUP INC
11,691$521.7B0.05%
154
KMIKINDER MORGAN INC DEL
29,399$514.8B0.05%
155
MRKMERCK & CO INC
4,821$512.9B0.05%
156
ADBEADOBE SYSTEMS INCORPORATED
1,325$510.5B0.05%
157
PDBCINVESCO ACTVELY MNGD ETC FD
35,462$504.3B0.05%
158
VBKVANGUARD INDEX FDS
2,326$503.4B0.05%
159
DJPBARCLAYS BANK PLC
15,807$499.3B0.05%
160
CRWDCROWDSTRIKE HLDGS INC
3,632$498.5B0.05%
161
BLBLACKLINE INC
7,350$493.6B0.05%
162
EFVISHARES TR
10,030$486.8B0.05%
163
FNDXSCHWAB STRATEGIC TR
8,815$484.1B0.05%
164
EFAVISHARES TR
7,020$474.9B0.05%
165
IEMGISHARES INC
9,726$474.5B0.05%
166
PSLV/USPROTT PHYSICAL SILVER TR
55,945$466.6B0.05%
167
IPACISHARES TR
8,165$461.9B0.05%
168
DBEFDBX ETF TR
12,931$455.2B0.05%
169
SMARGBPSMARTSHEET INC
9,500$454.1B0.04%
170
COSTCOSTCO WHSL CORP NEW
902$448.1B0.04%
171
VTIPVANGUARD MALVERN FDS
9,299$444.7B0.04%
172
DIHPDIMENSIONAL ETF TRUST
18,377$444.3B0.04%
173
SHYISHARES TR
5,366$440.8B0.04%
174
VRTXVERTEX PHARMACEUTICALS INC
1,371$432.0B0.04%
175
BIPBROOKFIELD INFRAST PARTNERS
12,746$430.4B0.04%
176
WDAYWORKDAY INC
2,083$430.2B0.04%
177
LRCXEURLAM RESEARCH CORP
800$424.1B0.04%
178
ISHGISHARES TR
5,983$420.2B0.04%
179
STTSTATE STR CORP
5,537$419.1B0.04%
180
IWVISHARES TR
1,766$415.7B0.04%
181
ABTABBOTT LABS
4,075$412.6B0.04%
182
DISDISNEY WALT CO
4,020$402.6B0.04%
183
IEPICAHN ENTERPRISES LP
7,693$397.8B0.04%
184
AMGNAMGEN INC
1,639$396.2B0.04%
185
JXIISHARES TR
6,514$393.7B0.04%
186
IWSISHARES TR
3,690$391.9B0.04%
187
SHOPSHOPIFY INC
8,113$388.9B0.04%
188
WPMWHEATON PRECIOUS METALS CORP
7,986$384.6B0.04%
189
TAT&T INC
19,883$382.7B0.04%
190
ORCLORACLE CORP
4,057$377.0B0.04%
191
DFGRDIMENSIONAL ETF TRUST
15,262$374.7B0.04%
192
DONWISDOMTREE TR
8,792$360.3B0.04%
193
SONSONOCO PRODS CO
3,402$356.7B0.04%
194
SBUXSTARBUCKS CORP
3,337$347.5B0.03%
195
NOWSERVICENOW INC
744$345.6B0.03%
196
EFGISHARES TR
3,610$338.2B0.03%
197
MMM3M CO
3,195$335.8B0.03%
198
AVEMAMERICAN CENTY ETF TR
6,341$335.4B0.03%
199
CATCATERPILLAR INC
1,465$335.2B0.03%
200
LLYLILLY ELI & CO
971$333.5B0.03%
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