Evergreen Advisors as of Dec. 31, 2021
Portfolio Holdings for Evergreen Advisors
Evergreen Advisors holds 12 positions in its portfolio as reported in the December 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) | 38.1 | $112M | 989k | 113.01 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 30.2 | $88M | 775k | 114.08 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 12.8 | $37M | 963k | 38.87 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 12.1 | $35M | 75k | 474.96 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 5.3 | $15M | 135k | 114.51 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.3M | 7.3k | 171.76 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $972k | 4.0k | 241.43 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $713k | 4.2k | 167.92 | |
| Apple (AAPL) | 0.2 | $711k | 4.0k | 177.44 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $459k | 7.5k | 61.25 | |
| Tesla Motors (TSLA) | 0.1 | $431k | 408.00 | 1056.37 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $220k | 864.00 | 254.63 |
