Evergreen Advisors as of Sept. 30, 2022
Portfolio Holdings for Evergreen Advisors
Evergreen Advisors holds 13 positions in its portfolio as reported in the September 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) | 37.1 | $88M | 2.1M | 41.99 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 32.0 | $76M | 788k | 96.34 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 12.2 | $29M | 1.0M | 28.13 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 11.3 | $27M | 75k | 357.18 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 5.3 | $13M | 145k | 87.19 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $1.3M | 9.8k | 136.01 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.0M | 7.7k | 135.10 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $731k | 4.1k | 179.52 | |
| Apple (AAPL) | 0.2 | $591k | 4.3k | 138.28 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $452k | 9.4k | 48.13 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $354k | 8.0k | 44.36 | |
| Tesla Motors (TSLA) | 0.1 | $346k | 1.3k | 264.93 | |
| Smartfinancial Com New (SMBK) | 0.1 | $281k | 11k | 24.69 |
