Evergreen Wealth Management

Evergreen Wealth Management as of March 31, 2023

Portfolio Holdings for Evergreen Wealth Management

Evergreen Wealth Management holds 51 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Short Trm Bond (BSV) 10.6 $12M 157k 76.49
Vanguard Specialized Funds Div App Etf (VIG) 5.5 $6.2M 41k 154.01
Vanguard Whitehall Fds High Div Yld (VYM) 5.4 $6.0M 57k 105.50
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.6 $5.2M 71k 73.16
Meta Platforms Cl A (META) 3.6 $4.1M 19k 211.94
Vanguard Index Fds Total Stk Mkt (VTI) 3.6 $4.0M 20k 204.10
Markel Corporation (MKL) 3.1 $3.5M 2.7k 1277.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.9 $3.2M 10k 308.76
Amazon (AMZN) 2.8 $3.2M 31k 103.29
Spdr Ser Tr Portfolio Short (SPSB) 2.8 $3.1M 105k 29.63
Alphabet Cap Stk Cl A (GOOGL) 2.7 $3.1M 30k 103.73
PIMCO Corporate Opportunity Fund (PTY) 2.7 $3.0M 242k 12.47
Microsoft Corporation (MSFT) 2.3 $2.6M 9.1k 288.29
Johnson & Johnson (JNJ) 2.3 $2.6M 17k 155.00
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.3 $2.6M 16k 158.76
Broadcom (AVGO) 2.3 $2.6M 4.0k 641.51
Lockheed Martin Corporation (LMT) 2.1 $2.4M 5.1k 472.70
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.0 $2.3M 11k 216.41
Vanguard Bd Index Fds Long Term Bond (BLV) 2.0 $2.3M 29k 76.64
Diamond Hill Invt Group Com New (DHIL) 1.9 $2.2M 13k 164.58
Expeditors International of Washington (EXPD) 1.9 $2.2M 20k 110.12
Vanguard Index Fds Value Etf (VTV) 1.9 $2.1M 15k 138.11
Visa Com Cl A (V) 1.8 $2.1M 9.1k 225.46
Apple (AAPL) 1.6 $1.8M 11k 164.90
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.6 $1.8M 12k 148.68
Vanguard Index Fds Growth Etf (VUG) 1.4 $1.6M 6.5k 249.42
Exxon Mobil Corporation (XOM) 1.4 $1.6M 15k 109.66
JPMorgan Chase & Co. (JPM) 1.4 $1.6M 12k 130.30
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.4 $1.6M 17k 93.02
Enbridge (ENB) 1.4 $1.5M 40k 38.15
Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $1.5M 19k 76.74
Cisco Systems (CSCO) 1.3 $1.5M 28k 52.27
Qualcomm (QCOM) 1.3 $1.4M 11k 127.58
Medtronic SHS (MDT) 1.2 $1.3M 17k 80.62
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.1 $1.2M 6.4k 190.38
Bank of America Corporation (BAC) 1.0 $1.2M 41k 28.60
Valero Energy Corporation (VLO) 1.0 $1.2M 8.3k 139.60
Olin Corp Com Par $1 (OLN) 0.8 $925k 17k 55.50
Alphabet Cap Stk Cl C (GOOG) 0.8 $918k 8.8k 104.00
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $852k 2.00 425777.00
UnitedHealth (UNH) 0.7 $818k 1.7k 472.54
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $811k 15k 53.47
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $795k 7.3k 109.23
O'reilly Automotive (ORLY) 0.6 $674k 794.00 848.63
Occidental Petroleum Corporation (OXY) 0.6 $649k 10k 62.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $607k 15k 40.40
Southern Company (SO) 0.5 $600k 8.6k 69.58
Vanguard Index Fds Small Cp Etf (VB) 0.5 $543k 2.9k 189.54
NVR (NVR) 0.4 $487k 87.00 5602.01
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $400k 7.2k 55.21
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $300k 2.7k 109.75