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 |
