Evergreen Advisors as of June 30, 2021
Portfolio Holdings for Evergreen Advisors
Evergreen Advisors holds 13 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 40.4 | $93M | 963k | 96.71 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 36.8 | $85M | 746k | 113.83 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 14.7 | $34M | 901k | 37.62 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 6.0 | $14M | 128k | 108.53 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $1.1M | 7.2k | 147.11 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $892k | 4.3k | 206.72 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $638k | 11k | 60.67 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $545k | 3.6k | 151.64 | |
| Apple (AAPL) | 0.2 | $366k | 3.0k | 122.04 | |
| Tesla Motors (TSLA) | 0.2 | $351k | 525.00 | 668.57 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $350k | 1.6k | 213.94 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $257k | 4.7k | 54.69 | |
| Smartfinancial Com New (SMBK) | 0.1 | $243k | 11k | 21.68 |
