Evergreen Advisors

Evergreen Advisors as of Dec. 31, 2022

Portfolio Holdings for Evergreen Advisors

Evergreen Advisors holds 16 positions in its portfolio as reported in the December 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) 37.0 $93M 2.1M 44.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.4 $34M 1.0M 32.21
Vanguard Scottsdale Fds Int-term Corp (VCIT) 11.8 $30M 383k 77.51
Schwab Strategic Tr Us Dividend Eq (SCHD) 11.4 $29M 382k 75.54
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.9 $22M 382k 58.48
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 8.0 $20M 445k 45.52
Ishares Tr Core S&p Scp Etf (IJR) 5.5 $14M 146k 94.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $3.6M 9.4k 382.44
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $2.5M 26k 96.99
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $916k 6.0k 151.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $770k 4.0k 191.21
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $765k 5.0k 151.65
Apple (AAPL) 0.2 $556k 4.3k 129.94
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $405k 8.1k 50.14
Smartfinancial Com New (SMBK) 0.1 $314k 11k 27.50
Tesla Motors (TSLA) 0.1 $208k 1.7k 123.18