Evergreen Wealth Management

Evergreen Wealth Management as of March 31, 2024

Portfolio Holdings for Evergreen Wealth Management

Evergreen Wealth Management holds 55 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
Vanguard Specialized Funds Div App Etf (VIG) 5.6 $8.2M 45k 182.61
Vanguard Whitehall Fds High Div Yld (VYM) 5.4 $8.0M 67k 120.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.6 $6.8M 89k 76.67
Vanguard Index Fds Total Stk Mkt (VTI) 4.4 $6.6M 25k 259.90
Amazon (AMZN) 4.2 $6.2M 34k 180.38
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.2 $6.1M 106k 57.86
Meta Platforms Cl A (META) 4.0 $5.9M 12k 485.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.4 $5.1M 12k 420.53
Markel Corporation (MKL) 3.3 $4.8M 3.2k 1521.32
Alphabet Cap Stk Cl A (GOOGL) 3.0 $4.4M 29k 150.93
Broadcom (AVGO) 2.8 $4.2M 3.2k 1325.44
Vanguard Bd Index Fds Long Term Bond (BLV) 2.8 $4.2M 58k 72.33
Vanguard Bd Index Fds Intermed Term (BIV) 2.7 $4.0M 53k 75.40
PIMCO Corporate Opportunity Fund (PTY) 2.6 $3.9M 262k 14.87
Microsoft Corporation (MSFT) 2.5 $3.8M 8.9k 420.72
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.5 $3.7M 19k 191.88
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.2 $3.2M 12k 260.72
Visa Com Cl A (V) 1.9 $2.7M 9.8k 279.09
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.8 $2.7M 20k 136.05
Expeditors International of Washington (EXPD) 1.8 $2.6M 22k 121.57
Qualcomm (QCOM) 1.7 $2.6M 15k 169.30
Diamond Hill Invt Group Com New (DHIL) 1.7 $2.5M 16k 154.17
Vanguard Index Fds Value Etf (VTV) 1.7 $2.5M 15k 162.86
Lockheed Martin Corporation (LMT) 1.7 $2.4M 5.4k 454.87
JPMorgan Chase & Co. (JPM) 1.6 $2.3M 12k 200.29
Vanguard Index Fds Growth Etf (VUG) 1.5 $2.2M 6.5k 344.19
Bank of America Corporation (BAC) 1.4 $2.1M 54k 37.92
Anthem (ELV) 1.4 $2.0M 3.9k 518.54
Apple (AAPL) 1.4 $2.0M 12k 171.48
Fidelity National Information Services (FIS) 1.2 $1.7M 24k 74.18
Medtronic SHS (MDT) 1.1 $1.7M 19k 87.15
Paypal Holdings (PYPL) 1.1 $1.6M 24k 66.99
Johnson & Johnson (JNJ) 1.1 $1.6M 10k 158.18
Valero Energy Corporation (VLO) 1.1 $1.6M 9.3k 170.69
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $1.6M 10k 155.91
Cisco Systems (CSCO) 1.0 $1.5M 29k 49.91
Exxon Mobil Corporation (XOM) 1.0 $1.5M 13k 116.24
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $1.4M 18k 80.63
Amgen (AMGN) 0.9 $1.4M 4.9k 284.34
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.9 $1.3M 5.5k 235.80
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.3M 8.4k 152.27
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $1.2M 21k 58.65
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $1.1M 9.8k 116.84
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.1M 2.00 535442.00
UnitedHealth (UNH) 0.7 $1.0M 2.0k 494.58
Booking Holdings (BKNG) 0.7 $972k 268.00 3625.91
Occidental Petroleum Corporation (OXY) 0.6 $860k 13k 64.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $849k 20k 41.77
O'reilly Automotive (ORLY) 0.6 $830k 735.00 1129.18
Enbridge (ENB) 0.6 $815k 23k 36.18
NVR (NVR) 0.5 $764k 94.00 8124.38
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.5 $757k 1.4k 522.96
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $589k 9.8k 60.30
Vanguard Index Fds Small Cp Etf (VB) 0.3 $398k 1.7k 228.64
Wal-Mart Stores (WMT) 0.2 $361k 6.0k 60.17