$86.4 Thousand is the total value of Evergreen Wealth Solutions, LLC's 102 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBDT | New | ISHARES TRibds dec28 etf | $1,176 | – | 47,146 | +100.0% | 1.36% | – |
| IBDR | New | ISHARES TRibonds dec2026 | $1,176 | – | 49,549 | +100.0% | 1.36% | – |
| IBDP | New | ISHARES TRibonds dec24 etf | $1,170 | – | 47,573 | +100.0% | 1.35% | – |
| IBDV | New | ISHARES TRibonds dec 2030 | $1,168 | – | 54,232 | +100.0% | 1.35% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $589 | – | 3,300 | +100.0% | 0.68% | – |
| IBMM | New | ISHARES TRibonds dec | $512 | – | 19,782 | +100.0% | 0.59% | – |
| IBMO | New | ISHARES TRibonds dec 26 | $510 | – | 19,976 | +100.0% | 0.59% | – |
| IBMQ | New | ISHARES TRibonds dec 28 | $502 | – | 19,597 | +100.0% | 0.58% | – |
| CMDY | New | ISHARES U S ETF TRbloomberg roll | $393 | – | 7,625 | +100.0% | 0.46% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $363 | – | 883 | +100.0% | 0.42% | – |
| TSLA | New | TESLA INC | $265 | – | 1,276 | +100.0% | 0.31% | – |
| ESGU | New | ISHARES TResg awr msci usa | $256 | – | 2,835 | +100.0% | 0.30% | – |
| IAGG | New | ISHARES TRcore intl aggr | $222 | – | 4,538 | +100.0% | 0.26% | – |
| MIXT | New | MIX TELEMATICS LTDsponsored adr | $80 | – | 10,310 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
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 | 2024-05-15 |
| 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.