Evergreen Advisors as of March 31, 2022
Portfolio Holdings for Evergreen Advisors
Evergreen Advisors holds 13 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 38.0 | $108M | 2.0M | 53.39 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 29.9 | $85M | 794k | 107.10 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 12.9 | $37M | 998k | 36.72 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 12.1 | $34M | 76k | 451.64 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 5.3 | $15M | 140k | 107.88 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.2M | 7.3k | 162.11 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $919k | 4.0k | 227.59 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $809k | 4.9k | 166.02 | |
| Apple (AAPL) | 0.2 | $700k | 4.0k | 174.61 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $484k | 9.4k | 51.54 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $474k | 8.2k | 57.62 | |
| Tesla Motors (TSLA) | 0.2 | $440k | 408.00 | 1078.43 | |
| Smartfinancial Com New (SMBK) | 0.1 | $290k | 11k | 25.62 |
