Evergreen Advisors, LLC
- SEC CIK
- 0001762294
- Latest filing
- Aug 4, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 5, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 16
- 0 vs. Q4 2022
- Portfolio value
- $269.4M
- +$17.4M (+6.9%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 2,128,850 | $101.9M | 37.8% | +48,598+2.3% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 1,075,493 | $37.4M | 13.9% | +26,106+2.5% | Added | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 396,693 | $31.8M | 11.8% | +13,685+3.6% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 396,730 | $29.0M | 10.8% | +14,907+3.9% | Added | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 389,262 | $23.3M | 8.7% | +7,368+1.9% | Added | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 455,318 | $21.2M | 7.9% | +10,263+2.3% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 149,698 | $14.5M | 5.4% | +3,543+2.4% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,321 | $3.41M | 1.3% | −1,063−11.3% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 25,913 | $2.58M | 1.0% | +190+0.7% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,063 | $933.8K | 0.3% | +28+0.5% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,045 | $825.7K | 0.3% | +16+0.4% | Added | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,705 | $716.4K | 0.3% | −336−6.7% | Reduced | – |
| AAPLApple Inc. | Stock | 4,279 | $705.6K | 0.3% | +3+0.1% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,097 | $433.0K | 0.2% | +18+0.2% | Added | – |
| TSLATesla, Inc. | Stock | 1,687 | $350.0K | 0.1% | 00.0% | Unchanged | History |
| SMBKSmartfinancial Inc. | COM NEW | 11,442 | $264.8K | 0.1% | +33+0.3% | Added | History |