$269 Million is the total value of Evergreen Advisors, LLC's 17 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 61.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 16.9% |
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 0.9% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 0.5% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 0.4% |
| SMARTFINANCIAL INC | 19 | Q3 2023 | 0.2% |
| ISHARES TR | 17 | Q3 2023 | 36.8% |
| ISHARES TR | 17 | Q3 2023 | 6.0% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 18.5% |
| APPLE INC | 15 | Q3 2023 | 0.3% |
View Evergreen Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-03 |
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.