Evergreen Advisors as of Sept. 30, 2020
Portfolio Holdings for Evergreen Advisors
Evergreen Advisors holds 12 positions in its portfolio as reported in the September 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) | 35.6 | $78M | 979k | 79.64 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 31.7 | $69M | 587k | 118.06 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 18.5 | $41M | 121k | 334.89 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 12.3 | $27M | 855k | 31.40 | |
| Ishares Tr Short Treas Bd (SHV) | 0.5 | $1.1M | 9.7k | 110.71 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $950k | 7.4k | 128.73 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $727k | 4.3k | 170.38 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $556k | 11k | 50.42 | |
| Apple (AAPL) | 0.2 | $410k | 3.5k | 115.72 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $236k | 1.5k | 154.15 | |
| Smartfinancial Com New (SMBK) | 0.1 | $151k | 11k | 13.55 | |
| Orbcomm | 0.0 | $34k | 10k | 3.40 |
