$283 Million is the total value of Evergreen Advisors, LLC's 17 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $984,880 | +5.5% | 6,063 | 0.0% | 0.35% | +0.3% | |
IWD | ISHARES TRrus 1000 val etf | $742,590 | +3.7% | 4,705 | 0.0% | 0.26% | -1.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-31
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.