Evergreen Advisors

Evergreen Advisors as of June 30, 2024

Portfolio Holdings for Evergreen Advisors

Evergreen Advisors holds 16 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 41.1 $137M 2.2M 62.87
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.5 $45M 1.2M 38.42
Vanguard Scottsdale Fds Int-term Corp (VCIT) 11.7 $39M 487k 79.93
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.4 $35M 445k 77.76
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.8 $26M 449k 58.23
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 7.3 $24M 535k 45.40
Ishares Tr Core S&p Scp Etf (IJR) 5.3 $18M 167k 106.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $3.9M 7.2k 544.22
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.4M 15k 97.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.0M 3.8k 267.52
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.0M 5.6k 182.56
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $819k 4.7k 174.47
Apple (AAPL) 0.2 $628k 3.0k 210.61
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $496k 8.5k 58.64
Smartfinancial Com New (SMBK) 0.1 $276k 12k 23.67
Lowe's Companies (LOW) 0.1 $261k 1.2k 220.38