Evergreen Advisors

Evergreen Advisors as of Sept. 30, 2023

Portfolio Holdings for Evergreen Advisors

Evergreen Advisors holds 17 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 39.3 $109M 2.2M 49.85
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.7 $38M 1.1M 33.96
Vanguard Scottsdale Fds Int-term Corp (VCIT) 11.5 $32M 420k 75.98
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.6 $29M 415k 70.76
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.3 $23M 404k 57.15
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 7.6 $21M 480k 43.78
Ishares Tr Core S&p Scp Etf (IJR) 5.4 $15M 157k 94.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $3.3M 7.8k 427.48
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $2.2M 23k 94.04
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $947k 6.1k 155.39
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $802k 3.8k 212.40
Apple (AAPL) 0.3 $749k 4.4k 171.22
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $732k 4.8k 151.82
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $427k 8.2k 51.87
Tesla Motors (TSLA) 0.1 $381k 1.5k 250.22
Lowe's Companies (LOW) 0.1 $284k 1.4k 207.89
Smartfinancial Com New (SMBK) 0.1 $246k 12k 21.37