Evergreen Advisors

Evergreen Advisors as of March 31, 2024

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 2.2M 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 477k 80.51
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.6 $35M 429k 80.63
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.8 $26M 437k 58.55
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 7.3 $24M 523k 45.61
Ishares Tr Core S&p Scp Etf (IJR) 5.5 $18M 162k 110.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $3.8M 7.3k 523.07
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.5M 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
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $841k 4.7k 179.11
Apple (AAPL) 0.2 $621k 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
Smartfinancial Com New (SMBK) 0.1 $245k 12k 21.07
Amazon (AMZN) 0.1 $242k 1.3k 180.38
Vanguard Index Fds Small Cp Etf (VB) 0.1 $201k 880.00 228.57