Evergreen Advisors as of Dec. 31, 2020
Portfolio Holdings for Evergreen Advisors
Evergreen Advisors holds 14 positions in its portfolio as reported in the December 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) | 34.6 | $84M | 924k | 90.99 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 34.4 | $84M | 708k | 118.19 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 12.9 | $31M | 871k | 36.01 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 11.7 | $29M | 76k | 373.87 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 4.7 | $11M | 123k | 91.90 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.0M | 7.3k | 141.21 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $837k | 4.3k | 194.61 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $613k | 11k | 58.40 | |
| Apple (AAPL) | 0.2 | $471k | 3.5k | 132.79 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $412k | 3.0k | 136.79 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $318k | 1.6k | 194.73 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $259k | 4.7k | 55.12 | |
| Smartfinancial Com New (SMBK) | 0.1 | $203k | 11k | 18.16 | |
| Orbcomm | 0.0 | $74k | 10k | 7.40 |
