Evergreen Advisors as of March 31, 2019
Portfolio Holdings for Evergreen Advisors
Evergreen Advisors holds 15 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Schwab U S Broad Market ETF (SCHB) | 61.6 | $73M | 1.1M | 68.05 | |
| Schwab International Equity ETF (SCHF) | 16.9 | $20M | 640k | 31.31 | |
| Schwab U S Small Cap ETF (SCHA) | 14.5 | $17M | 246k | 69.93 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 1.6 | $1.9M | 17k | 111.20 | |
| United Cmnty Bks Ga Cap Stk (UCB) | 1.1 | $1.3M | 53k | 24.93 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.8 | $981k | 18k | 55.38 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.8 | $932k | 8.5k | 109.65 | |
| Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) | 0.6 | $752k | 15k | 50.27 | |
| Vanguard Total Stock Market ETF (VTI) | 0.5 | $606k | 4.2k | 144.80 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.4 | $430k | 8.6k | 50.11 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.3 | $409k | 5.3k | 77.23 | |
| Vanguard Small-Cap ETF (VB) | 0.2 | $292k | 1.9k | 153.04 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.2 | $264k | 4.6k | 57.53 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $232k | 821.00 | 282.58 | |
| Smartfinancial (SMBK) | 0.2 | $208k | 11k | 18.87 |
