Evergreen Advisors as of June 30, 2019
Portfolio Holdings for Evergreen Advisors
Evergreen Advisors holds 16 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab U S Broad Market ETF (SCHB) | 48.6 | $78M | 1.1M | 70.53 | |
| Schwab International Equity ETF (SCHF) | 13.0 | $21M | 645k | 32.09 | |
| Schwab U S Small Cap ETF (SCHA) | 11.4 | $18M | 253k | 71.48 | |
| Ishares Tr core strm usbd (ISTB) | 11.0 | $18M | 347k | 50.43 | |
| Dbx Etf Tr deutsche usd etf (HYLB) | 5.5 | $8.8M | 175k | 50.19 | |
| Ishares Tr core intl aggr (IAGG) | 5.5 | $8.7M | 160k | 54.47 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 1.3 | $2.1M | 19k | 113.07 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.9 | $1.5M | 26k | 57.10 | |
| United Cmnty Bks Ga Cap Stk (UCB) | 0.8 | $1.2M | 43k | 28.56 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.6 | $938k | 8.1k | 115.18 | |
| Vanguard Total Stock Market ETF (VTI) | 0.4 | $630k | 4.2k | 150.00 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $443k | 8.7k | 51.04 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.3 | $416k | 5.3k | 78.30 | |
| Vanguard Small-Cap ETF (VB) | 0.2 | $287k | 1.8k | 156.49 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.2 | $268k | 4.7k | 57.46 | |
| Smartfinancial (SMBK) | 0.1 | $239k | 11k | 21.69 |
