Evergreen Advisors

Evergreen Advisors as of March 31, 2023

Portfolio Holdings for Evergreen Advisors

Evergreen Advisors holds 16 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 37.8 $102M 2.1M 47.85
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.9 $37M 1.1M 34.80
Vanguard Scottsdale Fds Int-term Corp (VCIT) 11.8 $32M 397k 80.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.8 $29M 397k 73.16
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.7 $23M 389k 59.96
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 7.9 $21M 455k 46.55
Ishares Tr Core S&p Scp Etf (IJR) 5.4 $15M 150k 96.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $3.4M 8.3k 409.41
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $2.6M 26k 99.64
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $934k 6.1k 154.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $826k 4.0k 204.12
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $716k 4.7k 152.26
Apple (AAPL) 0.3 $706k 4.3k 164.89
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $433k 8.1k 53.47
Tesla Motors (TSLA) 0.1 $350k 1.7k 207.46
Smartfinancial Com New (SMBK) 0.1 $265k 11k 23.14