Evergreen Advisors

Evergreen Advisors as of June 30, 2026

Portfolio Holdings for Evergreen Advisors

Evergreen Advisors holds 31 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 38.9 $183M 6.3M 28.96
Schwab Strategic Tr Intl Eqty Etf (SCHF) 14.7 $69M 2.5M 27.70
Vanguard Scottsdale Fds Int-term Corp (VCIT) 11.2 $53M 638k 82.65
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.6 $50M 1.6M 31.71
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.6 $36M 601k 58.98
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 7.1 $33M 714k 46.81
Ishares Tr Core S&p Scp Etf (IJR) 5.9 $28M 186k 148.31
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $3.4M 4.5k 746.77
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $2.3M 66k 34.81
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.6M 6.9k 236.62
Apple (AAPL) 0.3 $1.2M 4.2k 289.38
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.0M 20k 50.58
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.0M 4.1k 242.43
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $988k 2.7k 370.07
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $827k 9.9k 83.75
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $802k 8.1k 98.98
Broadcom (AVGO) 0.2 $759k 2.0k 377.75
NVIDIA Corporation (NVDA) 0.1 $674k 3.4k 200.08
Smartfinancial Com New (SMBK) 0.1 $557k 12k 46.92
Tesla Motors (TSLA) 0.1 $484k 1.2k 420.60
Alphabet Cap Stk Cl A (GOOGL) 0.1 $367k 1.0k 357.37
Intel Corporation (INTC) 0.1 $323k 2.3k 139.63
Lowe's Companies (LOW) 0.1 $311k 1.4k 220.52
Vanguard Index Fds Small Cp Etf (VB) 0.1 $273k 901.00 303.04
Ishares Tr U.s. Tech Etf (IYW) 0.1 $262k 1.0k 252.23
Vanguard Index Fds Growth Etf (VUG) 0.1 $259k 3.0k 86.14
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $247k 518.00 477.57
Caterpillar (CAT) 0.0 $224k 210.00 1067.04
Home Depot (HD) 0.0 $219k 621.00 352.50
Microsoft Corporation (MSFT) 0.0 $213k 571.00 373.02
Vanguard Index Fds Value Etf (VTV) 0.0 $202k 929.00 217.82