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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 84.26% of Evergreen Advisors's stock portfolio.
Added to shares of these 10 stocks: SCYB, MSFT, VB, VUG, VO, SCHD, VMBS, IWD, AAPL, VEU.
Started 5 new stock positions in SCYB, VUG, VO, VB, MSFT.
Reduced shares in these 9 stocks: SCHB, SCHF, VCIT, VGIT, NVDA, IJR, AGG, SPY, VIG.
Evergreen Advisors was a net seller of stock by $-3.2M.
Evergreen Advisors has $378M in assets under management (AUM), dropping by 4.79%.
Central Index Key (CIK): 0001762294

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Positions held by Evergreen Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Evergreen Advisors

Evergreen Advisors holds 22 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	39.0	$147M		6.2M	23.83	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	14.2	$54M		2.4M	22.10	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	12.4	$47M		565k	82.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	10.1	$38M		1.4M	26.50	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	8.6	$33M		543k	59.81	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	7.9	$30M		646k	46.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.9	$19M		169k	109.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$3.2M		5.2k	617.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.2M		3.9k	303.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.2M		5.7k	204.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$896k	-4%	9.0k	99.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$821k	+3%	4.2k	194.23	View chart
Apple (AAPL)	0.2	$727k		3.5k	205.19	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$665k		9.9k	67.22	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	0.2	$584k	NEW	22k	26.54	View chart
Smartfinancial Com New (SMBK)	0.1	$397k		12k	33.78	View chart
Microsoft Corporation (MSFT)	0.1	$260k	NEW	522.00	497.41	View chart
NVIDIA Corporation (NVDA)	0.1	$256k	-34%	1.6k	157.99	View chart
Lowe's Companies (LOW)	0.1	$211k		951.00	221.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$210k	NEW	886.00	236.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$202k	NEW	461.00	438.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$200k	NEW	716.00	279.69	View chart

Past Filings by Evergreen Advisors

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

Evergreen Advisors 2025 Q2 filed Aug. 4, 2025
Evergreen Advisors 2025 Q1 filed May 7, 2025
Evergreen Advisors 2024 Q4 filed Feb. 5, 2025
Evergreen Advisors 2024 Q3 filed Nov. 8, 2024
Evergreen Advisors 2024 Q2 filed Aug. 8, 2024
Evergreen Advisors 2024 Q1 filed May 3, 2024
Evergreen Advisors 2023 Q4 filed Feb. 7, 2024
Evergreen Advisors 2023 Q3 filed Nov. 3, 2023
Evergreen Advisors 2023 Q2 filed July 31, 2023
Evergreen Advisors 2023 Q1 filed May 5, 2023
Evergreen Advisors 2022 Q4 filed Feb. 2, 2023
Evergreen Advisors 2022 Q3 filed Nov. 1, 2022
Evergreen Advisors 2022 Q2 filed July 29, 2022
Evergreen Advisors 2022 Q1 filed May 5, 2022
Evergreen Advisors 2021 Q4 filed Feb. 3, 2022
Evergreen Advisors 2021 Q3 filed Nov. 3, 2021

View all past filings

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