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 |
