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 84.35% of Evergreen Advisors's stock portfolio.
  • Added to shares of these 10 stocks: SCHB, SCHD, SCHF, VCIT, VGIT, VMBS, IJR, VB, AAPL, VIG.
  • Started 1 new stock position in VB.
  • Reduced shares in these 3 stocks: AGG, SPY, IWD.
  • Evergreen Advisors was a net buyer of stock by $7.7M.
  • Evergreen Advisors has $362M in assets under management (AUM), dropping by 8.42%.
  • Central Index Key (CIK): 0001762294

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Portfolio Holdings for Evergreen Advisors

Evergreen Advisors holds 17 positions in its portfolio as reported in the September 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) 40.5 $147M 2.2M 66.52
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.7 $50M +2% 1.2M 41.12
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 11.6 $42M +2% 501k 83.75
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Schwab Strategic Tr Us Dividend Eq (SCHD) 10.8 $39M +4% 463k 84.53
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.8 $28M +3% 466k 60.42
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 7.2 $26M +3% 552k 47.21
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Ishares Tr Core S&p Scp Etf (IJR) 5.5 $20M +2% 171k 116.96
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $4.1M 7.1k 573.76
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.4M -9% 14k 101.27
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.1M 5.6k 198.08
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.1M 3.9k 283.13
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $850k -4% 4.5k 189.80
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Apple (AAPL) 0.2 $723k +4% 3.1k 232.97
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $535k 8.5k 63.00
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Smartfinancial Com New (SMBK) 0.1 $340k 12k 29.14
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Lowe's Companies (LOW) 0.1 $322k 1.2k 270.77
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $207k NEW 873.00 237.30
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Past Filings by Evergreen Advisors

SEC 13F filings are viewable for Evergreen Advisors going back to 2018

View all past filings