Evergreen Advisors as of June 30, 2020
Portfolio Holdings for Evergreen Advisors
Evergreen Advisors holds 12 positions in its portfolio as reported in the June 2020 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 35.0 | $72M | 982k | 73.47 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 32.6 | $67M | 569k | 118.21 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 18.2 | $38M | 122k | 308.36 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 12.3 | $25M | 851k | 29.75 | |
| Ishares Tr Short Treas Bd (SHV) | 0.6 | $1.2M | 11k | 110.71 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $860k | 7.3k | 117.12 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $665k | 4.2k | 156.54 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $536k | 11k | 47.63 | |
| Apple (AAPL) | 0.1 | $257k | 706.00 | 364.02 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $223k | 1.5k | 145.85 | |
| Smartfinancial Com New (SMBK) | 0.1 | $180k | 11k | 16.21 | |
| Orbcomm | 0.0 | $39k | 10k | 3.90 |
