Evergreen Advisors as of June 30, 2022
Portfolio Holdings for Evergreen Advisors
Evergreen Advisors holds 13 positions in its portfolio as reported in the June 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) | 36.3 | $90M | 2.0M | 44.19 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 32.3 | $80M | 790k | 101.68 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 12.8 | $32M | 1.0M | 31.45 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 11.5 | $29M | 76k | 377.26 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 5.2 | $13M | 141k | 92.41 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.1M | 7.7k | 143.43 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $830k | 5.7k | 145.05 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $765k | 4.1k | 188.70 | |
| Apple (AAPL) | 0.2 | $570k | 4.2k | 136.82 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $469k | 9.4k | 49.94 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $396k | 7.9k | 49.91 | |
| Smartfinancial Com New (SMBK) | 0.1 | $274k | 11k | 24.14 | |
| Tesla Motors (TSLA) | 0.1 | $271k | 402.00 | 674.13 |
