Evergreen Advisors

Evergreen Advisors as of June 30, 2023

Portfolio Holdings for Evergreen Advisors

Evergreen Advisors holds 17 positions in its portfolio as reported in the June 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) 39.1 $111M 2.1M 51.70
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.8 $39M 1.1M 35.65
Vanguard Scottsdale Fds Int-term Corp (VCIT) 11.5 $33M 412k 79.03
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.6 $30M 411k 72.62
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.3 $24M 402k 58.66
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 7.7 $22M 471k 45.99
Ishares Tr Core S&p Scp Etf (IJR) 5.4 $15M 153k 99.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $3.4M 7.8k 443.28
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $2.4M 24k 97.95
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $985k 6.1k 162.44
Apple (AAPL) 0.3 $830k 4.3k 193.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $828k 3.8k 220.26
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $743k 4.7k 157.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $446k 8.2k 54.41
Tesla Motors (TSLA) 0.1 $398k 1.5k 261.77
Smartfinancial Com New (SMBK) 0.1 $247k 12k 21.51
Amazon (AMZN) 0.1 $203k 1.6k 130.36