Evergreen Advisors, LLC
- SEC CIK
- 0001762294
- 最新申報
- 2026/8/4
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/31 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 17
- 較 2023 年第 1 季 +1
- 總值
- $2.83 億
- 較 2023 年第 1 季 +$1,359 萬 (+5.0%)
| 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 | 2,139,969 | $1.11 億 | 39.1% | +11,119+0.5% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,093,959 | $3,900 萬 | 13.8% | +18,466+1.7% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 411,563 | $3,253 萬 | 11.5% | +14,870+3.7% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 411,182 | $2,986 萬 | 10.6% | +14,452+3.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 401,629 | $2,356 萬 | 8.3% | +12,367+3.2% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 470,689 | $2,165 萬 | 7.7% | +15,371+3.4% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 152,771 | $1,522 萬 | 5.4% | +3,073+2.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,768 | $344.3 萬 | 1.2% | −553−6.6% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 24,357 | $238.6 萬 | 0.8% | −1,556−6.0% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,063 | $98.5 萬 | 0.3% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 4,281 | $83.0 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,760 | $82.8 萬 | 0.3% | −285−7.0% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,705 | $74.3 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,189 | $44.6 萬 | 0.2% | +92+1.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,522 | $39.8 萬 | 0.1% | −165−9.8% | 減碼 | 歷史 |
| SMBKSmartfinancial Inc. | COM NEW | 11,484 | $24.7 萬 | 0.1% | +42+0.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,560 | $20.3 萬 | 0.1% | +1,560 | 新進 | 歷史 |