Evergreen Advisors

Evergreen Advisors as of June 30, 2025

Portfolio Holdings for Evergreen Advisors

Evergreen Advisors holds 22 positions in its portfolio as reported in the June 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) 39.0 $147M 6.2M 23.83
Schwab Strategic Tr Intl Eqty Etf (SCHF) 14.2 $54M 2.4M 22.10
Vanguard Scottsdale Fds Int-term Corp (VCIT) 12.4 $47M 565k 82.92
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.1 $38M 1.4M 26.50
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.6 $33M 543k 59.81
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 7.9 $30M 646k 46.34
Ishares Tr Core S&p Scp Etf (IJR) 4.9 $19M 169k 109.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $3.2M 5.2k 617.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.2M 3.9k 303.90
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.2M 5.7k 204.67
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $896k 9.0k 99.20
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $821k 4.2k 194.23
Apple (AAPL) 0.2 $727k 3.5k 205.19
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $665k 9.9k 67.22
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.2 $584k 22k 26.54
Smartfinancial Com New (SMBK) 0.1 $397k 12k 33.78
Microsoft Corporation (MSFT) 0.1 $260k 522.00 497.41
NVIDIA Corporation (NVDA) 0.1 $256k 1.6k 157.99
Lowe's Companies (LOW) 0.1 $211k 951.00 221.84
Vanguard Index Fds Small Cp Etf (VB) 0.1 $210k 886.00 236.95
Vanguard Index Fds Growth Etf (VUG) 0.1 $202k 461.00 438.63
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $200k 716.00 279.69