Evergreen Advisors as of Sept. 30, 2021
Portfolio Holdings for Evergreen Advisors
Evergreen Advisors holds 15 positions in its portfolio as reported in the September 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) | 36.7 | $103M | 992k | 103.86 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 31.7 | $89M | 776k | 114.83 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 12.9 | $36M | 934k | 38.70 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 11.6 | $33M | 76k | 429.15 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 5.2 | $15M | 133k | 109.19 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.2M | 7.5k | 153.63 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $891k | 4.0k | 222.14 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $757k | 4.8k | 156.53 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $647k | 11k | 60.94 | |
| Apple (AAPL) | 0.2 | $567k | 4.0k | 141.61 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $342k | 1.6k | 218.81 | |
| Tesla Motors (TSLA) | 0.1 | $297k | 383.00 | 775.46 | |
| Smartfinancial Com New (SMBK) | 0.1 | $291k | 11k | 25.84 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $257k | 4.7k | 54.69 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $204k | 861.00 | 236.93 |
