Evergreen Advisors

Evergreen Advisors as of Dec. 31, 2024

Portfolio Holdings for Evergreen Advisors

Evergreen Advisors holds 20 positions in its portfolio as reported in the December 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) 39.5 $145M 6.4M 22.70
Schwab Strategic Tr Intl Eqty Etf (SCHF) 12.6 $46M 2.5M 18.50
Vanguard Scottsdale Fds Int-term Corp (VCIT) 12.2 $45M 557k 80.27
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.8 $40M 1.4M 27.32
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.7 $32M 551k 58.00
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 7.9 $29M 635k 45.34
Ishares Tr Core S&p Scp Etf (IJR) 5.4 $20M 172k 115.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $3.4M 5.9k 586.08
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.1M 3.9k 289.78
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.1M 5.6k 195.82
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $944k 9.7k 96.90
Apple (AAPL) 0.2 $910k 3.6k 250.39
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $613k 3.3k 185.13
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $495k 8.6k 57.41
NVIDIA Corporation (NVDA) 0.1 $412k 3.1k 134.29
Smartfinancial Com New (SMBK) 0.1 $363k 12k 30.98
Lowe's Companies (LOW) 0.1 $292k 1.2k 246.74
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) 0.1 $229k 3.2k 72.56
Microsoft Corporation (MSFT) 0.1 $218k 518.00 421.50
Vanguard Index Fds Small Cp Etf (VB) 0.1 $211k 879.00 240.34