$238 Million is the total value of Evergreen Advisors, LLC's 14 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTEB | VANGUARD MUN BD FDStax exempt bd | $452,000 | -3.6% | 9,391 | 0.0% | 0.19% | +0.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 61.6% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 16.9% |
| VANGUARD SPECIALIZED FUNDS | 23 | Q2 2024 | 0.9% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 0.5% |
| VANGUARD INTL EQUITY INDEX F | 23 | Q2 2024 | 0.4% |
| SMARTFINANCIAL INC | 22 | Q2 2024 | 0.2% |
| ISHARES TR | 20 | Q2 2024 | 36.8% |
| ISHARES TR | 20 | Q2 2024 | 6.0% |
| SPDR S&P 500 ETF TR | 19 | Q2 2024 | 18.5% |
| APPLE INC | 18 | Q2 2024 | 0.3% |
View Evergreen Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-29 |
View Evergreen Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.