Evergreen Advisors as of March 31, 2020
Portfolio Holdings for Evergreen Advisors
Evergreen Advisors holds 10 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Lehman Aggregate Bond (AGG) | 36.2 | $65M | 559k | 115.37 | |
| Schwab U S Broad Market ETF (SCHB) | 32.8 | $58M | 967k | 60.43 | |
| Spdr S&p 500 Etf (SPY) | 17.0 | $30M | 118k | 257.75 | |
| Schwab International Equity ETF (SCHF) | 12.1 | $22M | 838k | 25.84 | |
| iShares Lehman Short Treasury Bond (SHV) | 0.9 | $1.5M | 14k | 111.02 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.4 | $756k | 7.3k | 103.43 | |
| Vanguard Total Stock Market ETF (VTI) | 0.3 | $545k | 4.2k | 128.93 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.2 | $353k | 8.6k | 41.01 | |
| Smartfinancial (SMBK) | 0.1 | $168k | 11k | 15.17 | |
| Orbcomm | 0.0 | $24k | 10k | 2.40 |
