Evergreen Advisors

Evergreen Advisors as of Dec. 31, 2025

Portfolio Holdings for Evergreen Advisors

Evergreen Advisors holds 24 positions in its portfolio as reported in the December 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) 39.5 $162M 6.2M 26.23
Schwab Strategic Tr Intl Eqty Etf (SCHF) 14.4 $59M 2.5M 24.04
Vanguard Scottsdale Fds Int-term Corp (VCIT) 11.9 $49M 584k 83.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.2 $42M 1.5M 27.43
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.2 $34M 560k 59.93
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 7.6 $31M 666k 47.08
Ishares Tr Core S&p Scp Etf (IJR) 5.2 $21M 178k 120.18
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $3.5M 5.1k 681.92
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.3M 5.8k 219.78
Apple (AAPL) 0.3 $1.2M 4.3k 271.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $905k 2.7k 335.25
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $868k 4.1k 210.34
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $809k 8.1k 99.88
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $722k 9.8k 73.56
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.2 $634k 24k 26.42
Broadcom (AVGO) 0.1 $609k 1.8k 346.10
Smartfinancial Com New (SMBK) 0.1 $437k 12k 36.99
NVIDIA Corporation (NVDA) 0.1 $303k 1.6k 186.50
Microsoft Corporation (MSFT) 0.1 $253k 522.00 483.62
Alphabet Cap Stk Cl A (GOOGL) 0.1 $245k 783.00 313.00
Vanguard Index Fds Growth Etf (VUG) 0.1 $243k 499.00 487.60
Lowe's Companies (LOW) 0.1 $236k 977.00 241.17
Vanguard Index Fds Small Cp Etf (VB) 0.1 $231k 895.00 257.88
Ishares Tr U.s. Tech Etf (IYW) 0.1 $207k 1.0k 199.68