Evolution Advisers

Evolution Advisers as of March 31, 2025

Portfolio Holdings for Evolution Advisers

Evolution Advisers holds 161 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 15.1 $29M 569k 50.34
Vanguard Index Fds Growth Etf (VUG) 13.5 $26M 74k 345.18
Vanguard Index Fds Value Etf (VTV) 11.6 $22M 133k 166.59
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 11.0 $21M 432k 48.57
Vanguard Bd Index Fds Short Trm Bond (BSV) 8.3 $16M 203k 77.46
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.9 $11M 251k 44.90
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 4.8 $9.1M 198k 46.04
Vanguard Bd Index Fds Long Term Bond (BLV) 4.4 $8.3M 120k 69.75
Vanguard Index Fds Small Cp Etf (VB) 3.4 $6.4M 30k 212.66
Vanguard Bd Index Fds Intermed Term (BIV) 3.3 $6.3M 84k 75.53
Nushares Etf Tr Nuveen Esg Intl (NUDM) 3.1 $5.8M 182k 31.85
Nushares Etf Tr Nuveen Esg Us (NUBD) 1.4 $2.6M 116k 22.18
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 1.3 $2.5M 32k 78.27
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 1.3 $2.5M 61k 40.48
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.9 $1.8M 61k 29.24
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.8 $1.4M 24k 59.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.3M 2.5k 513.60
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.2M 56k 22.07
Apple (AAPL) 0.6 $1.2M 5.5k 222.08
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $781k 16k 49.57
Genworth Finl Com Shs (GNW) 0.4 $680k 96k 7.06
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $607k 16k 38.28
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $584k 2.4k 244.45
Exxon Mobil Corporation (XOM) 0.3 $575k 4.9k 118.53
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $550k 17k 32.97
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $549k 8.8k 62.08
Union Pacific Corporation (UNP) 0.3 $515k 2.2k 236.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $481k 905.00 531.49
Vanguard Index Fds Large Cap Etf (VV) 0.2 $465k 1.8k 256.62
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.2 $381k 5.5k 68.74
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $365k 1.4k 257.95
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $351k 4.5k 78.81
Wells Fargo & Company (WFC) 0.2 $318k 4.4k 71.59
Ishares Tr Core Intl Aggr (IAGG) 0.2 $318k 6.4k 49.92
Old Republic International Corporation (ORI) 0.2 $308k 7.9k 39.12
Wal-Mart Stores (WMT) 0.2 $302k 3.5k 87.38
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $240k 2.1k 115.83
NiSource (NI) 0.1 $237k 5.9k 39.95
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $235k 1.8k 128.49
Kimberly-Clark Corporation (KMB) 0.1 $228k 1.6k 141.97
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $224k 11k 19.76
Alphabet Cap Stk Cl A (GOOGL) 0.1 $204k 1.3k 154.55
Amazon (AMZN) 0.1 $198k 1.0k 189.84
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $176k 7.6k 23.05
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $166k 34k 4.91
Home Depot (HD) 0.1 $161k 440.00 365.91
JPMorgan Chase & Co. (JPM) 0.1 $159k 651.00 244.24
Microsoft Corporation (MSFT) 0.1 $146k 390.00 374.36
Markel Corporation (MKL) 0.1 $140k 75.00 1866.67
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $136k 5.0k 27.44
Hca Holdings (HCA) 0.1 $134k 390.00 343.59
Visa Com Cl A (V) 0.1 $133k 381.00 349.08
Teledyne Technologies Incorporated (TDY) 0.1 $124k 250.00 496.00
Mastercard Incorporated Cl A (MA) 0.1 $112k 205.00 546.34
Truist Financial Corp equities (TFC) 0.1 $112k 75k 1.50
Curtiss-Wright (CW) 0.1 $111k 350.00 317.14
Stryker Corporation (SYK) 0.1 $111k 300.00 370.00
Dominion Resources (D) 0.1 $110k 2.0k 55.00
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $109k 4.2k 26.01
Procter & Gamble Company (PG) 0.1 $105k 619.00 169.63
Anthem (ELV) 0.1 $102k 236.00 432.20
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $100k 179.00 558.66
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $100k 1.6k 60.64
Kinsale Cap Group (KNSL) 0.1 $96k 199.00 482.41
Lowe's Companies (LOW) 0.1 $96k 413.00 232.45
Alphabet Cap Stk Cl C (GOOG) 0.0 $93k 600.00 155.00
Cisco Systems (CSCO) 0.0 $88k 1.4k 60.73
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $85k 498.00 170.68
Thermo Fisher Scientific (TMO) 0.0 $79k 160.00 493.75
Pepsi (PEP) 0.0 $78k 526.00 148.29
Broadcom (AVGO) 0.0 $75k 450.00 166.67
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $75k 3.0k 24.74
Johnson & Johnson (JNJ) 0.0 $74k 451.00 164.08
Jacobs Engineering Group (J) 0.0 $72k 600.00 120.00
Capital One Financial (COF) 0.0 $69k 398.00 173.37
SEI Investments Company (SEIC) 0.0 $67k 873.00 76.75
T. Rowe Price (TROW) 0.0 $66k 728.00 90.66
Hershey Company (HSY) 0.0 $65k 381.00 170.60
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $65k 1.7k 38.26
Tesla Motors (TSLA) 0.0 $65k 251.00 258.96
Amgen (AMGN) 0.0 $62k 200.00 310.00
Accenture Plc Ireland Shs Class A (ACN) 0.0 $59k 192.00 307.29
Lockheed Martin Corporation (LMT) 0.0 $58k 132.00 439.39
Ishares Tr Core S&p500 Etf (IVV) 0.0 $56k 100.00 560.00
McKesson Corporation (MCK) 0.0 $55k 83.00 662.65
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $53k 650.00 81.54
Automatic Data Processing (ADP) 0.0 $53k 176.00 301.14
Oracle Corporation (ORCL) 0.0 $53k 380.00 139.47
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $50k 2.2k 23.19
Phillips 66 (PSX) 0.0 $49k 400.00 122.50
Constellation Energy (CEG) 0.0 $47k 232.00 202.59
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $46k 444.00 103.60
Adobe Systems Incorporated (ADBE) 0.0 $45k 119.00 378.15
First Tr Exchange-traded Wtr Etf (FIW) 0.0 $45k 456.00 98.68
Nutrien (NTR) 0.0 $43k 867.00 49.60
PPL Corporation (PPL) 0.0 $43k 1.2k 35.16
Paychex (PAYX) 0.0 $42k 275.00 152.73
Unilever Spon Adr New (UL) 0.0 $41k 700.00 58.57
UnitedHealth (UNH) 0.0 $39k 75.00 520.00
Fortinet (FTNT) 0.0 $37k 390.00 94.87
Starbucks Corporation (SBUX) 0.0 $37k 383.00 96.61
Cintas Corporation (CTAS) 0.0 $36k 180.00 200.00
Eaton Corp SHS (ETN) 0.0 $34k 126.00 269.84
Exelon Corporation (EXC) 0.0 $34k 760.00 44.74
Delta Air Lines Inc Del Com New (DAL) 0.0 $33k 759.00 43.48
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $32k 565.00 56.64
Church & Dwight (CHD) 0.0 $30k 278.00 107.91
Honeywell International (HON) 0.0 $28k 136.00 205.88
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $28k 54.00 518.52
International Business Machines (IBM) 0.0 $27k 109.00 247.71
Totalenergies Se Sponsored Ads (TTE) 0.0 $27k 424.00 63.68
Costco Wholesale Corporation (COST) 0.0 $26k 28.00 928.57
Chevron Corporation (CVX) 0.0 $25k 150.00 166.67
Williams-Sonoma (WSM) 0.0 $20k 132.00 151.52
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $19k 199.00 95.48
Ge Aerospace Com New (GE) 0.0 $19k 95.00 200.00
At&t (T) 0.0 $18k 644.00 27.95
Altria (MO) 0.0 $16k 274.00 58.39
Ishares Core Msci Emkt (IEMG) 0.0 $16k 300.00 53.33
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $14k 657.00 21.31
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $13k 71.00 183.10
salesforce (CRM) 0.0 $13k 50.00 260.00
Rivian Automotive Com Cl A (RIVN) 0.0 $12k 1.0k 11.93
American Water Works (AWK) 0.0 $11k 80.00 137.50
Amentum Holdings (AMTM) 0.0 $10k 600.00 16.67
Danaher Corporation (DHR) 0.0 $10k 50.00 200.00
Walt Disney Company (DIS) 0.0 $9.0k 100.00 90.00
Duke Energy Corp Com New (DUK) 0.0 $8.0k 71.00 112.68
United Parcel Service CL B (UPS) 0.0 $8.0k 79.00 101.27
Listed Fd Tr Roundhill Ball (METV) 0.0 $8.0k 600.00 13.33
Ares Capital Corporation (ARCC) 0.0 $7.0k 318.00 22.01
Acushnet Holdings Corp (GOLF) 0.0 $7.0k 103.00 67.96
Verizon Communications (VZ) 0.0 $7.0k 157.00 44.59
Ford Motor Company (F) 0.0 $7.0k 700.00 10.00
Extra Space Storage (EXR) 0.0 $7.0k 50.00 140.00
Ge Vernova (GEV) 0.0 $7.0k 23.00 304.35
Bank of America Corporation (BAC) 0.0 $5.0k 125.00 40.00
Southern Company (SO) 0.0 $5.0k 60.00 83.33
Merck & Co (MRK) 0.0 $4.0k 50.00 80.00
California Res Corp Com Stock (CRC) 0.0 $4.0k 113.00 35.40
Baxter International (BAX) 0.0 $3.0k 100.00 30.00
Valero Energy Corporation (VLO) 0.0 $3.0k 25.00 120.00
American Tower Reit (AMT) 0.0 $3.0k 14.00 214.29
Synchrony Financial (SYF) 0.0 $3.0k 74.00 40.54
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.0 $1.0k 18.00 55.56
Ishares Tr Global 100 Etf (IOO) 0.0 $1.0k 19.00 52.63
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $1.0k 20.00 50.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $1.0k 20.00 50.00
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.0 $1.0k 80.00 12.50
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $999.999500 17.00 58.82
Coca-Cola Company (KO) 0.0 $999.999000 27.00 37.04
Nike CL B (NKE) 0.0 $0 2.00 0.00
Applied Materials (AMAT) 0.0 $0 0 0.00
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $0 15.00 0.00
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $0 15.00 0.00
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $0 17.00 0.00
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $0 22.00 0.00
Etfis Ser Tr I Virtus Newfleet (NFLT) 0.0 $0 17.00 0.00
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.0 $0 2.00 0.00
Ishares Tr Self Drivng Ev (IDRV) 0.0 $0 5.00 0.00
Warner Bros Discovery Com Ser A (WBD) 0.0 $0 79.00 0.00