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 |
