Evergreen Advisors

Evergreen Advisors as of March 31, 2025

Portfolio Holdings for Evergreen Advisors

Evergreen Advisors holds 17 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 37.5 $135M 6.3M 21.53
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.5 $49M 2.5M 19.78
Vanguard Scottsdale Fds Int-term Corp (VCIT) 13.0 $47M 572k 81.76
Schwab Strategic Tr Us Dividend Eq (SCHD) 11.2 $40M 1.4M 27.96
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 9.1 $33M 552k 59.40
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 8.3 $30M 645k 46.31
Ishares Tr Core S&p Scp Etf (IJR) 4.9 $18M 170k 104.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $2.9M 5.3k 559.39
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.1M 5.7k 193.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.1M 3.9k 274.81
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $934k 9.4k 98.92
Apple (AAPL) 0.2 $773k 3.5k 222.15
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $768k 4.1k 188.16
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $596k 9.8k 60.66
Smartfinancial Com New (SMBK) 0.1 $365k 12k 31.08
NVIDIA Corporation (NVDA) 0.1 $269k 2.5k 108.38
Lowe's Companies (LOW) 0.1 $222k 951.00 233.18