Evergreen Advisors

Evergreen Advisors as of Dec. 31, 2023

Portfolio Holdings for Evergreen Advisors

Evergreen Advisors holds 17 positions in its portfolio as reported in the December 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) 39.9 $123M 2.2M 55.67
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.8 $43M 1.1M 36.96
Vanguard Scottsdale Fds Int-term Corp (VCIT) 11.8 $37M 449k 81.28
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.4 $32M 421k 76.13
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.7 $24M 401k 59.32
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 7.3 $22M 484k 46.36
Ishares Tr Core S&p Scp Etf (IJR) 5.6 $17M 161k 108.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $3.7M 7.7k 475.31
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $2.2M 22k 99.25
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.0M 6.1k 170.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $899k 3.8k 237.20
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $796k 4.8k 165.25
Apple (AAPL) 0.2 $742k 3.9k 192.55
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $469k 8.4k 56.14
Lowe's Companies (LOW) 0.1 $304k 1.4k 222.62
Smartfinancial Com New (SMBK) 0.1 $283k 12k 24.49
Amazon (AMZN) 0.1 $237k 1.6k 151.94