Evergreen Advisors

Evergreen Advisors as of Sept. 30, 2024

Portfolio Holdings for Evergreen Advisors

Evergreen Advisors holds 17 positions in its portfolio as reported in the September 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) 40.5 $147M 2.2M 66.52
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.7 $50M 1.2M 41.12
Vanguard Scottsdale Fds Int-term Corp (VCIT) 11.6 $42M 501k 83.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.8 $39M 463k 84.53
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.8 $28M 466k 60.42
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 7.2 $26M 552k 47.21
Ishares Tr Core S&p Scp Etf (IJR) 5.5 $20M 171k 116.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $4.1M 7.1k 573.76
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.4M 14k 101.27
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.1M 5.6k 198.08
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.1M 3.9k 283.13
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $850k 4.5k 189.80
Apple (AAPL) 0.2 $723k 3.1k 232.97
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $535k 8.5k 63.00
Smartfinancial Com New (SMBK) 0.1 $340k 12k 29.14
Lowe's Companies (LOW) 0.1 $322k 1.2k 270.77
Vanguard Index Fds Small Cp Etf (VB) 0.1 $207k 873.00 237.30