Evergreen Advisors
Latest statistics and disclosures from Evergreen Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHB, SCHF, VCIT, SCHD, VGIT, and represent 84.09% of Evergreen Advisors's stock portfolio.
- Added to shares of these 10 stocks: VCIT, VGIT, VMBS, SCHD, VB, IJR, VTI, SCHF, VIG, VEU.
- Started 1 new stock position in VB.
- Reduced shares in these 6 stocks: SCHB, AGG, SPY, AAPL, AMZN, IWD.
- Evergreen Advisors was a net buyer of stock by $3.2M.
- Evergreen Advisors has $327M in assets under management (AUM), dropping by 6.25%.
- Central Index Key (CIK): 0001762294
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Portfolio Holdings for Evergreen Advisors
Evergreen Advisors holds 18 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 40.3 | $132M | -2% | 2.2M | 61.05 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 13.7 | $45M | 1.1M | 39.02 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 11.7 | $38M | +6% | 477k | 80.51 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 10.6 | $35M | 429k | 80.63 |
|
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 7.8 | $26M | +8% | 437k | 58.55 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 7.3 | $24M | +8% | 523k | 45.61 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 5.5 | $18M | 162k | 110.52 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $3.8M | -5% | 7.3k | 523.07 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $1.5M | -33% | 15k | 97.94 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.1M | 6.1k | 182.60 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1000k | 3.8k | 259.91 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $841k | -2% | 4.7k | 179.11 |
|
| Apple (AAPL) | 0.2 | $621k | -6% | 3.6k | 171.46 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $492k | 8.4k | 58.65 |
|
|
| Lowe's Companies (LOW) | 0.1 | $348k | 1.4k | 254.82 |
|
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| Smartfinancial Com New (SMBK) | 0.1 | $245k | 12k | 21.07 |
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| Amazon (AMZN) | 0.1 | $242k | -14% | 1.3k | 180.38 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $201k | NEW | 880.00 | 228.57 |
|
Past Filings by Evergreen Advisors
SEC 13F filings are viewable for Evergreen Advisors going back to 2018
- Evergreen Advisors 2024 Q1 filed May 3, 2024
- Evergreen Advisors 2023 Q4 filed Feb. 7, 2024
- Evergreen Advisors 2023 Q3 filed Nov. 3, 2023
- Evergreen Advisors 2023 Q2 filed July 31, 2023
- Evergreen Advisors 2023 Q1 filed May 5, 2023
- Evergreen Advisors 2022 Q4 filed Feb. 2, 2023
- Evergreen Advisors 2022 Q3 filed Nov. 1, 2022
- Evergreen Advisors 2022 Q2 filed July 29, 2022
- Evergreen Advisors 2022 Q1 filed May 5, 2022
- Evergreen Advisors 2021 Q4 filed Feb. 3, 2022
- Evergreen Advisors 2021 Q3 filed Nov. 3, 2021
- Evergreen Advisors 2021 Q2 filed July 14, 2021
- Evergreen Advisors 2021 Q1 filed May 10, 2021
- Evergreen Advisors 2020 Q4 filed Jan. 21, 2021
- Evergreen Advisors 2020 Q3 filed Nov. 2, 2020
- Evergreen Advisors 2020 Q2 filed July 17, 2020