Evergreen Advisors

Evergreen Advisors as of Sept. 30, 2026

Portfolio Holdings for Evergreen Advisors

Evergreen Advisors holds 31 positions in its portfolio as reported in the September 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) 39.3 $183M 6.2M 29.31
Schwab Strategic Tr Intl Eqty Etf (SCHF) 14.4 $67M 2.4M 27.47
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.9 $51M 1.6M 32.53
Vanguard Scottsdale Fds Int-term Corp (VCIT) 10.8 $50M 641k 78.31
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.5 $35M 615k 56.66
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 6.9 $32M 725k 44.41
Ishares Tr Core S&p Scp Etf (IJR) 5.4 $25M 186k 136.04
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.4 $6.6M 198k 33.31
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.8 $3.6M 4.8k 762.63
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.6M 6.9k 233.33
Apple (AAPL) 0.3 $1.4M 4.2k 333.05
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.0M 4.2k 247.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.0M 2.7k 374.20
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $821k 9.9k 82.97
NVIDIA Corporation (NVDA) 0.2 $769k 3.4k 228.37
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $762k 8.1k 94.54
Broadcom (AVGO) 0.2 $706k 2.0k 351.19
Smartfinancial Com New (SMBK) 0.1 $589k 12k 49.57
Tesla Motors (TSLA) 0.1 $408k 1.2k 354.81
Alphabet Cap Stk Cl A (GOOGL) 0.1 $354k 1.0k 344.08
Vanguard Index Fds Growth Etf (VUG) 0.1 $329k 3.6k 90.10
Microsoft Corporation (MSFT) 0.1 $293k 571.00 512.90
Intel Corporation (INTC) 0.1 $278k 2.3k 120.23
Ishares Tr U.s. Tech Etf (IYW) 0.1 $275k 1.0k 264.90
Lowe's Companies (LOW) 0.1 $260k 1.4k 184.33
Vanguard Index Fds Small Cp Etf (VB) 0.1 $257k 903.00 284.63
Vanguard Index Fds Value Etf (VTV) 0.1 $243k 1.1k 215.98
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $236k 518.00 456.19
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $234k 334.00 700.86
Amazon (AMZN) 0.0 $204k 818.00 249.15
Advanced Micro Devices (AMD) 0.0 $203k 331.00 611.76