Evergreen Wealth Solutions, LLC
- SEC CIK
- 0001904432
- 最新申報
- 2026/8/14
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/19 申報。只含多頭部位。
- 持股檔數
- 94
- 2021 年第 3 季沒有申報
- 總值
- $1.10 億
- 2021 年第 3 季沒有申報
Evergreen Wealth Solutions, LLC 沒有申報 2021 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 |
|---|---|---|---|---|---|---|---|
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 140,712 | $2,048 萬 | 18.6% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 55,662 | $635.0 萬 | 5.8% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 129,314 | $509.2 萬 | 4.6% | – | – | – |
| AAPLApple Inc. | Stock | 27,592 | $490.0 萬 | 4.4% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 41,650 | $396.3 萬 | 3.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 9,936 | $334.2 萬 | 3.0% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 863 | $250.0 萬 | 2.3% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 7,923 | $204.8 萬 | 1.9% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 16,979 | $197.4 萬 | 1.8% | – | – | – |
| MAMastercard Inc | Stock | 5,133 | $184.5 萬 | 1.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 550 | $183.4 萬 | 1.7% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,036 | $180.5 萬 | 1.6% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 28,342 | $179.6 萬 | 1.6% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 11,140 | $176.4 萬 | 1.6% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 10,980 | $170.1 萬 | 1.5% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 26,152 | $154.4 萬 | 1.4% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,276 | $151.9 萬 | 1.4% | – | – | 歷史 |
| ACNAccenture plc | Stock | 3,547 | $147.0 萬 | 1.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 4,772 | $140.4 萬 | 1.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 26,844 | $139.5 萬 | 1.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 26,897 | $138.5 萬 | 1.3% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 12,647 | $136.9 萬 | 1.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 5,584 | $129.2 萬 | 1.2% | – | – | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 49,244 | $126.3 萬 | 1.1% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 16,740 | $122.4 萬 | 1.1% | – | – | – |
| DTEDte Energy Co | COM | 10,096 | $120.7 萬 | 1.1% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 4,689 | $117.7 萬 | 1.1% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 2,377 | $116.9 萬 | 1.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 6,713 | $114.8 萬 | 1.0% | – | – | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 10,001 | $112.0 萬 | 1.0% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 2,201 | $110.5 萬 | 1.0% | – | – | 歷史 |
| CVXChevron Corp | Stock | 8,728 | $102.4 萬 | 0.9% | – | – | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 5,039 | $95.0 萬 | 0.9% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 4,040 | $94.8 萬 | 0.9% | – | – | 歷史 |
| HPQHP Inc | Stock | 24,430 | $92.0 萬 | 0.8% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,847 | $91.5 萬 | 0.8% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 2,015 | $86.7 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 15,638 | $76.4 萬 | 0.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,209 | $74.3 萬 | 0.7% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 2,992 | $71.8 萬 | 0.7% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 6,720 | $69.7 萬 | 0.6% | – | – | 歷史 |
| LKQLKQ Corp | COM | 11,502 | $69.0 萬 | 0.6% | – | – | 歷史 |
| DRIDarden Restaurants Inc | COM | 4,504 | $67.8 萬 | 0.6% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 4,528 | $65.5 萬 | 0.6% | – | – | 歷史 |
| APTVAptiv PLC | SHS | 3,840 | $63.3 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 5,828 | $62.3 萬 | 0.6% | – | – | – |
| MCKMcKesson Corp | Stock | 2,215 | $55.1 萬 | 0.5% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 3,973 | $51.3 萬 | 0.5% | – | – | – |
| HSTHost Hotels & Resorts, Inc. | COM | 29,421 | $51.2 萬 | 0.5% | – | – | 歷史 |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 5,391 | $48.9 萬 | 0.4% | – | – | – |
| WSTWest Pharmaceutical Services Inc | COM | 1,041 | $48.8 萬 | 0.4% | – | – | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 9,314 | $48.6 萬 | 0.4% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,596 | $48.1 萬 | 0.4% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 4,447 | $45.9 萬 | 0.4% | – | – | 歷史 |
| TSNTyson Foods, Inc. | Stock | 5,222 | $45.5 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,828 | $44.7 萬 | 0.4% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 1,353 | $44.5 萬 | 0.4% | – | – | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 7,715 | $42.6 萬 | 0.4% | – | – | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 6,804 | $39.6 萬 | 0.4% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 5,823 | $38.9 萬 | 0.4% | – | – | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 5,493 | $38.9 萬 | 0.4% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 355 | $37.5 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 788 | $37.4 萬 | 0.3% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 3,254 | $37.3 萬 | 0.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 935 | $37.2 萬 | 0.3% | – | – | – |
| SYKStryker Corp | Stock | 1,374 | $36.7 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 7,963 | $35.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 6,500 | $35.4 萬 | 0.3% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,380 | $34.8 萬 | 0.3% | – | – | 歷史 |
| PWODPenns Woods Bancorp Inc | COM | 14,519 | $34.3 萬 | 0.3% | – | – | 歷史 |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 8,734 | $34.0 萬 | 0.3% | – | – | – |
| VVisa Inc. | Stock | 1,553 | $33.7 萬 | 0.3% | – | – | 歷史 |
| OLEDUniversal Display Corp | COM | 2,000 | $33.0 萬 | 0.3% | – | – | 歷史 |
| CODICompass Diversified Holdings | SH BEN INT | 10,659 | $32.6 萬 | 0.3% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 2,659 | $31.3 萬 | 0.3% | – | – | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 7,023 | $30.4 萬 | 0.3% | – | – | – |
| CZNCCitizens & Northern Corp | COM | 11,391 | $29.8 萬 | 0.3% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,889 | $29.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,689 | $29.3 萬 | 0.3% | – | – | – |
| CMICummins Inc | Stock | 1,335 | $29.1 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435U440 | USD GRN BOND ETF | 5,130 | $27.8 萬 | 0.3% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 763 | $27.7 萬 | 0.3% | – | – | 歷史 |
| UNMUnum Group | Stock | 11,242 | $27.6 萬 | 0.3% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 1,640 | $23.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 979 | $23.6 萬 | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,372 | $22.4 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 467 | $22.3 萬 | 0.2% | – | – | – |
| ALKAlaska Air Group, Inc. | COM | 4,148 | $21.6 萬 | 0.2% | – | – | 歷史 |
| COPConocoPhillips | Stock | 2,930 | $21.1 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,804 | $20.7 萬 | 0.2% | – | – | – |
| NVONovo Nordisk A S | ADR | 1,802 | $20.2 萬 | 0.2% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 2,677 | $20.1 萬 | 0.2% | – | – | 歷史 |
| CIGEnergy Co of Minas Gerais | SP ADR N-V PFD | 36,635 | $8.90 萬 | 0.1% | – | – | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 13,240 | $8.20 萬 | 0.1% | – | – | 歷史 |