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 |
