Evergreen Advisors, LLC
- SEC CIK
- 0001762294
- Latest filing
- Aug 4, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 10, 2021. Long positions only.
- Positions
- 14
- No 13F data for Q4 2020
- Portfolio value
- $261.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 963,196 | $93.2M | 35.7% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 746,195 | $84.9M | 32.5% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 900,577 | $33.9M | 13.0% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 76,762 | $30.4M | 11.7% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 127,889 | $13.9M | 5.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,219 | $1.06M | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,315 | $892.0K | 0.3% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 10,516 | $638.0K | 0.2% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,594 | $545.0K | 0.2% | – | – | – |
| AAPLApple Inc. | Stock | 2,999 | $366.0K | 0.1% | – | – | History |
| TSLATesla, Inc. | Stock | 525 | $351.0K | 0.1% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,636 | $350.0K | 0.1% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 4,699 | $257.0K | 0.1% | – | – | – |
| SMBKSmartfinancial Inc. | COM NEW | 11,208 | $243.0K | 0.1% | – | – | History |