Evergreen Advisors, LLC
- SEC CIK
- 0001762294
- 最新申報
- 2026/8/4
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/5 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 16
- 較 2022 年第 4 季 0
- 總值
- $2.69 億
- 較 2022 年第 4 季 +$1,738 萬 (+6.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 2,128,850 | $1.02 億 | 37.8% | +48,598+2.3% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,075,493 | $3,743 萬 | 13.9% | +26,106+2.5% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 396,693 | $3,182 萬 | 11.8% | +13,685+3.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 396,730 | $2,902 萬 | 10.8% | +14,907+3.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 389,262 | $2,334 萬 | 8.7% | +7,368+1.9% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 455,318 | $2,120 萬 | 7.9% | +10,263+2.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 149,698 | $1,448 萬 | 5.4% | +3,543+2.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,321 | $340.7 萬 | 1.3% | −1,063−11.3% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 25,913 | $258.2 萬 | 1.0% | +190+0.7% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,063 | $93.4 萬 | 0.3% | +28+0.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,045 | $82.6 萬 | 0.3% | +16+0.4% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,705 | $71.6 萬 | 0.3% | −336−6.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,279 | $70.6 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,097 | $43.3 萬 | 0.2% | +18+0.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,687 | $35.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SMBKSmartfinancial Inc. | COM NEW | 11,442 | $26.5 萬 | 0.1% | +33+0.3% | 加碼 | 歷史 |