Evergreen Wealth Management

Evergreen Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Evergreen Wealth Management

Evergreen Wealth Management holds 54 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 8.6 $7.8M 139k 56.11
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.0 $5.4M 76k 71.84
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.3 $4.8M 64k 75.28
Apple (AAPL) 4.2 $3.8M 11k 361.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.9 $3.5M 11k 308.89
Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $3.2M 17k 191.19
PIMCO Corporate Opportunity Fund (PTY) 3.4 $3.1M 255k 12.01
Johnson & Johnson (JNJ) 3.2 $2.9M 16k 176.65
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.1 $2.8M 11k 270.13
Markel Corporation (MKL) 2.9 $2.6M 2.0k 1317.36
Amazon (AMZN) 2.8 $2.6M 30k 84.00
Alphabet Cap Stk Cl A (GOOGL) 2.8 $2.5M 29k 88.23
Lockheed Martin Corporation (LMT) 2.7 $2.5M 5.0k 486.53
Meta Platforms Cl A (META) 2.5 $2.3M 19k 120.34
Broadcom (AVGO) 2.4 $2.2M 3.9k 559.07
Microsoft Corporation (MSFT) 2.4 $2.2M 9.0k 239.83
Diamond Hill Invt Group Com New (DHIL) 2.3 $2.1M 11k 185.01
Vanguard Index Fds Value Etf (VTV) 2.2 $2.0M 15k 140.37
Expeditors International of Washington (EXPD) 2.2 $2.0M 19k 103.92
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.1 $1.9M 12k 158.80
Visa Com Cl A (V) 2.1 $1.9M 9.0k 207.76
Exxon Mobil Corporation (XOM) 1.8 $1.6M 15k 110.30
JPMorgan Chase & Co. (JPM) 1.7 $1.6M 12k 134.10
Enbridge (ENB) 1.7 $1.6M 40k 39.10
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.6 $1.4M 7.2k 200.55
Idt Corp Cl B New (IDT) 1.5 $1.4M 49k 28.17
Cisco Systems (CSCO) 1.5 $1.3M 28k 47.64
Bank of America Corporation (BAC) 1.5 $1.3M 40k 33.12
Vanguard Index Fds Growth Etf (VUG) 1.4 $1.3M 6.1k 213.09
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.4 $1.2M 17k 74.49
Qualcomm (QCOM) 1.3 $1.2M 11k 109.94
Medtronic SHS (MDT) 1.2 $1.1M 14k 77.72
Valero Energy Corporation (VLO) 1.1 $1.0M 8.2k 126.86
Olin Corp Com Par $1 (OLN) 1.0 $949k 18k 52.94
UnitedHealth (UNH) 1.0 $921k 1.7k 530.26
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.0 $874k 2.00 436831.50
Alphabet Cap Stk Cl C (GOOG) 0.9 $772k 8.7k 88.73
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.8 $731k 5.4k 135.86
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $712k 14k 50.14
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $700k 6.8k 102.80
O'reilly Automotive (ORLY) 0.7 $670k 794.00 843.68
Occidental Petroleum Corporation (OXY) 0.7 $632k 10k 62.99
Southern Company (SO) 0.7 $613k 8.6k 71.41
Verisign (VRSN) 0.7 $608k 3.0k 205.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $548k 14k 38.98
Vanguard Index Fds Small Cp Etf (VB) 0.5 $478k 2.6k 183.51
NVR (NVR) 0.4 $378k 82.00 4607.44
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $351k 6.8k 51.72
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $292k 11k 27.49
Chevron Corporation (CVX) 0.3 $246k 1.4k 179.46
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $32k 56k 0.57
Spdr Ser Tr Portfolio Short (SPSB) 0.0 $2.5k 116k 0.02
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $1.8k 73k 0.02
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $63.914400 320k 0.00