$103 Million is the total value of Evergreen Wealth Solutions, LLC's 94 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EFA | New | ISHARES TRmsci eafe etf | $695,000 | – | 9,438 | +100.0% | 0.67% | – |
FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $453,000 | – | 3,678 | +100.0% | 0.44% | – |
SUB | New | ISHARES TRshrt nat mun etf | $445,000 | – | 4,250 | +100.0% | 0.43% | – |
ACWI | New | ISHARES TRmsci acwi etf | $437,000 | – | 4,377 | +100.0% | 0.42% | – |
IWP | New | ISHARES TRrus md cp gr etf | $364,000 | – | 3,620 | +100.0% | 0.35% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-22
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 8 | Q3 2023 | 18.6% |
GOLDMAN SACHS ETF TR | 8 | Q3 2023 | 9.3% |
APPLE INC | 8 | Q3 2023 | 5.5% |
ISHARES TR | 8 | Q3 2023 | 5.8% |
MICROSOFT CORP | 8 | Q3 2023 | 3.6% |
ALPHABET INC | 8 | Q3 2023 | 3.2% |
BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 2.4% |
MASTERCARD INCORPORATED | 8 | Q3 2023 | 2.3% |
JPMORGAN CHASE & CO | 8 | Q3 2023 | 2.2% |
ISHARES TR | 8 | Q3 2023 | 2.2% |
View Evergreen Wealth Solutions, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-07 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-04-22 |
13F-HR | 2022-01-19 |
View Evergreen Wealth Solutions, 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.