Evergreen Advisors, LLC
- SEC CIK
- 0001762294
- 最新申報
- 2026/8/4
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/5 申報。只含多頭部位。
- 持股檔數
- 24
- 2025 年第 3 季沒有申報
- 總值
- $4.10 億
- 2025 年第 3 季沒有申報
Evergreen Advisors, LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 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 | 6,167,435 | $1.62 億 | 39.5% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 2,450,245 | $5,890 萬 | 14.4% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 583,718 | $4,889 萬 | 11.9% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,517,678 | $4,163 萬 | 10.2% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 559,518 | $3,353 萬 | 8.2% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 665,812 | $3,135 萬 | 7.6% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 177,537 | $2,134 萬 | 5.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,120 | $349.1 萬 | 0.9% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,804 | $127.6 萬 | 0.3% | – | – | – |
| AAPLApple Inc. | Stock | 4,271 | $116.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,699 | $90.5 萬 | 0.2% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,128 | $86.8 萬 | 0.2% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,101 | $80.9 萬 | 0.2% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 9,816 | $72.2 萬 | 0.2% | – | – | – |
| Schwab Strategic Tr808524631 | HIGH YIELD BD ET | 24,010 | $63.4 萬 | 0.2% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,759 | $60.9 萬 | 0.1% | – | – | 歷史 |
| SMBKSmartfinancial Inc. | COM NEW | 11,812 | $43.7 萬 | 0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,622 | $30.3 萬 | 0.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 522 | $25.2 萬 | 0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 783 | $24.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 499 | $24.3 萬 | 0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 977 | $23.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 895 | $23.1 萬 | 0.1% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,038 | $20.7 萬 | 0.1% | – | – | – |