Evergreen Advisors

Evergreen Advisors as of Dec. 31, 2019

Portfolio Holdings for Evergreen Advisors

Evergreen Advisors holds 18 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Schwab U S Broad Market ETF (SCHB) 49.7 $88M 1.1M 76.88
Schwab International Equity ETF (SCHF) 12.8 $23M 674k 33.63
Schwab U S Small Cap ETF (SCHA) 11.4 $20M 266k 75.64
Ishares Tr core strm usbd (ISTB) 9.6 $17M 334k 50.40
Dbx Etf Tr deutsche usd etf (HYLB) 5.4 $9.5M 188k 50.37
Ishares Tr core intl aggr (IAGG) 5.2 $9.3M 169k 54.79
iShares Lehman Aggregate Bond (AGG) 1.9 $3.3M 29k 112.36
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.1 $1.9M 17k 113.93
Sch Us Mid-cap Etf etf (SCHM) 0.9 $1.5M 26k 60.14
Vanguard Dividend Appreciation ETF (VIG) 0.6 $988k 7.9k 124.72
Vanguard Total Stock Market ETF (VTI) 0.4 $694k 4.2k 163.60
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $475k 8.8k 53.79
Vanguard Small-Cap ETF (VB) 0.2 $307k 1.9k 165.50
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.2 $296k 4.8k 62.20
iShares S&P SmallCap 600 Index (IJR) 0.1 $269k 3.2k 83.75
Smartfinancial (SMBK) 0.1 $261k 11k 23.63
Apple (AAPL) 0.1 $218k 742.00 293.80
Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $200k 2.6k 76.75