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 83.62% of Evergreen Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VCIT, SCHB, SCHF, SCHD, IJR, AMZN, VMBS, VEU, VTI, SMBK.
  • Started 1 new stock position in AMZN.
  • Reduced shares in these 6 stocks: , VGIT, AAPL, AGG, SPY, VIG.
  • Sold out of its position in TSLA.
  • Evergreen Advisors was a net buyer of stock by $5.2M.
  • Evergreen Advisors has $308M in assets under management (AUM), dropping by 11.17%.
  • Central Index Key (CIK): 0001762294

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.8 $43M +2% 1.1M 36.96
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 11.8 $37M +6% 449k 81.28
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.4 $32M 421k 76.13
 View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.7 $24M 401k 59.32
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 7.3 $22M 484k 46.36
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 5.6 $17M +2% 161k 108.25
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $3.7M 7.7k 475.31
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $2.2M -2% 22k 99.25
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.0M 6.1k 170.41
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $899k 3.8k 237.20
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $796k 4.8k 165.25
 View chart
Apple (AAPL) 0.2 $742k -11% 3.9k 192.55
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $469k 8.4k 56.14
 View chart
Lowe's Companies (LOW) 0.1 $304k 1.4k 222.62
 View chart
Smartfinancial Com New (SMBK) 0.1 $283k 12k 24.49
 View chart
Amazon (AMZN) 0.1 $237k NEW 1.6k 151.94
 View chart

Past Filings by Evergreen Advisors

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

View all past filings