Evergreen Advisors

Evergreen Advisors as of Sept. 30, 2019

Portfolio Holdings for Evergreen Advisors

Evergreen Advisors holds 17 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Schwab U S Broad Market ETF (SCHB) 49.0 $80M 1.1M 71.02
Schwab International Equity ETF (SCHF) 12.8 $21M 656k 31.86
Schwab U S Small Cap ETF (SCHA) 11.1 $18M 260k 69.73
Ishares Tr core strm usbd (ISTB) 10.8 $18M 351k 50.49
Ishares Tr core intl aggr (IAGG) 5.6 $9.2M 165k 55.79
Dbx Etf Tr deutsche usd etf (HYLB) 5.6 $9.1M 182k 50.08
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.2 $2.0M 17k 114.12
Sch Us Mid-cap Etf etf (SCHM) 0.9 $1.5M 26k 56.55
iShares Lehman Aggregate Bond (AGG) 0.7 $1.1M 10k 113.14
Vanguard Dividend Appreciation ETF (VIG) 0.6 $957k 8.0k 119.62
Vanguard Total Stock Market ETF (VTI) 0.4 $637k 4.2k 150.98
United Cmnty Bks Ga Cap Stk (UCB) 0.3 $530k 19k 28.36
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $436k 8.7k 49.91
iShares S&P SmallCap 600 Index (IJR) 0.2 $416k 5.3k 77.86
Vanguard Small-Cap ETF (VB) 0.2 $284k 1.8k 153.93
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.2 $267k 4.7k 57.25
Smartfinancial (SMBK) 0.1 $230k 11k 20.87