64 is the total number of securities Evergreen Wealth Management, LLC has owned. The longest Evergreen Wealth Management, LLC has owned a single stock is 4 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| BSV | VANGUARD BD INDEX FDS | 4 | 4 | 4.41% | 8.58% | 10.76% | Q4 2022 | Q3 2023 | 4 |
| VIG | VANGUARD SPECIALIZED F... | 4 | 4 | 5.49% | 5.61% | 5.75% | Q4 2022 | Q3 2023 | 4 |
| VYM | VANGUARD WHITEHALL FDS | 4 | 4 | 5.36% | 5.41% | 5.50% | Q4 2022 | Q3 2023 | 4 |
| SCHD | SCHWAB STRATEGIC TR | 4 | 4 | 1.02% | 3.80% | 5.02% | Q4 2022 | Q3 2023 | 4 |
| VTI | VANGUARD INDEX FDS | 4 | 4 | 2.92% | 3.72% | 4.43% | Q4 2022 | Q3 2023 | 4 |
| FB | META PLATFORMS INC | 4 | 4 | 2.12% | 3.11% | 3.64% | Q4 2022 | Q3 2023 | 4 |
| BRKB | BERKSHIRE HATHAWAY INC... | 4 | 4 | 2.86% | 3.10% | 3.25% | Q4 2022 | Q3 2023 | 4 |
| MKL | MARKEL GROUP INC | 4 | 4 | 2.41% | 3.09% | 3.64% | Q4 2022 | Q3 2023 | 4 |
| AMZN | AMAZON COM INC | 4 | 4 | 2.35% | 2.99% | 3.39% | Q4 2022 | Q3 2023 | 4 |
| SPSB | SPDR SER TR | 4 | 4 | 2.49% | 2.72% | 3.08% | Q4 2022 | Q3 2023 | 4 |
| PTY | PIMCO CORPORATE & INCO... | 4 | 4 | 2.63% | 2.70% | 2.77% | Q4 2022 | Q3 2023 | 4 |
| GOOGL | ALPHABET INC | 4 | 4 | 2.34% | 2.68% | 2.98% | Q4 2022 | Q3 2023 | 4 |
| VBR | VANGUARD INDEX FDS | 4 | 4 | 1.77% | 2.26% | 2.62% | Q4 2022 | Q3 2023 | 4 |
| MSFT | MICROSOFT CORP | 4 | 4 | 1.98% | 2.20% | 2.33% | Q4 2022 | Q3 2023 | 4 |
| AVGO | BROADCOM INC | 4 | 4 | 2.02% | 2.10% | 2.26% | Q4 2022 | Q3 2023 | 4 |
| DHIL | DIAMOND HILL INVT GROU... | 4 | 4 | 1.92% | 2.02% | 2.13% | Q4 2022 | Q3 2023 | 4 |
| LMT | LOCKHEED MARTIN CORP | 4 | 4 | 1.70% | 1.99% | 2.25% | Q4 2022 | Q3 2023 | 4 |
| EXPD | EXPEDITORS INTL WASH INC | 4 | 4 | 1.85% | 1.92% | 1.99% | Q4 2022 | Q3 2023 | 4 |
| VBK | VANGUARD INDEX FDS | 4 | 4 | 1.32% | 1.92% | 2.26% | Q4 2022 | Q3 2023 | 4 |
| JNJ | JOHNSON & JOHNSON | 4 | 4 | 1.28% | 1.91% | 2.67% | Q4 2022 | Q3 2023 | 4 |
| VTV | VANGUARD INDEX FDS | 4 | 4 | 1.66% | 1.79% | 1.89% | Q4 2022 | Q3 2023 | 4 |
| V | VISA INC | 4 | 4 | 1.72% | 1.76% | 1.82% | Q4 2022 | Q3 2023 | 4 |
| AAPL | APPLE INC | 4 | 4 | 1.31% | 1.54% | 1.68% | Q4 2022 | Q3 2023 | 4 |
| VUG | VANGUARD INDEX FDS | 4 | 4 | 1.20% | 1.37% | 1.44% | Q4 2022 | Q3 2023 | 4 |
| VOE | VANGUARD INDEX FDS | 4 | 4 | 1.22% | 1.36% | 1.58% | Q4 2022 | Q3 2023 | 4 |
| JPM | JPMORGAN CHASE & CO | 4 | 4 | 1.26% | 1.35% | 1.46% | Q4 2022 | Q3 2023 | 4 |
| TSM | TAIWAN SEMICONDUCTOR M... | 4 | 4 | 1.13% | 1.33% | 1.50% | Q4 2022 | Q3 2023 | 4 |
| XOM | EXXON MOBIL CORP | 4 | 4 | 1.02% | 1.27% | 1.47% | Q4 2022 | Q3 2023 | 4 |
| CSCO | CISCO SYS INC | 4 | 4 | 1.15% | 1.23% | 1.31% | Q4 2022 | Q3 2023 | 4 |
| QCOM | QUALCOMM INC | 4 | 4 | 1.08% | 1.20% | 1.31% | Q4 2022 | Q3 2023 | 4 |
| MDT | MEDTRONIC PLC | 4 | 4 | 1.03% | 1.16% | 1.27% | Q4 2022 | Q3 2023 | 4 |
| BAC | BANK AMERICA CORP | 4 | 4 | 1.04% | 1.15% | 1.22% | Q4 2022 | Q3 2023 | 4 |
| VOT | VANGUARD INDEX FDS | 4 | 4 | 0.97% | 1.02% | 1.09% | Q4 2022 | Q3 2023 | 4 |
| ENB | ENBRIDGE INC | 4 | 4 | 0.58% | 1.01% | 1.44% | Q4 2022 | Q3 2023 | 4 |
| VLO | VALERO ENERGY CORP | 4 | 4 | 0.82% | 0.95% | 1.03% | Q4 2022 | Q3 2023 | 4 |
| GOOG | ALPHABET INC | 4 | 4 | 0.71% | 0.78% | 0.84% | Q4 2022 | Q3 2023 | 4 |
| UNH | UNITEDHEALTH GROUP INC | 4 | 4 | 0.73% | 0.78% | 0.85% | Q4 2022 | Q3 2023 | 4 |
| VEU | VANGUARD INTL EQUITY I... | 4 | 4 | 0.66% | 0.75% | 0.82% | Q4 2022 | Q3 2023 | 4 |
| BRKA | BERKSHIRE HATHAWAY INC... | 4 | 4 | 0.70% | 0.74% | 0.80% | Q4 2022 | Q3 2023 | 4 |
| VSS | VANGUARD INTL EQUITY I... | 4 | 4 | 0.64% | 0.73% | 0.79% | Q4 2022 | Q3 2023 | 4 |
| OXY | OCCIDENTAL PETE CORP | 4 | 4 | 0.58% | 0.60% | 0.66% | Q4 2022 | Q3 2023 | 4 |
| ORLY | OREILLY AUTOMOTIVE INC | 4 | 4 | 0.53% | 0.57% | 0.62% | Q4 2022 | Q3 2023 | 4 |
| VWO | VANGUARD INTL EQUITY I... | 4 | 4 | 0.50% | 0.56% | 0.60% | Q4 2022 | Q3 2023 | 4 |
| NVR | NVR INC | 4 | 4 | 0.35% | 0.41% | 0.44% | Q4 2022 | Q3 2023 | 4 |
| VB | VANGUARD INDEX FDS | 4 | 4 | 0.26% | 0.40% | 0.48% | Q4 2022 | Q3 2023 | 4 |
| VXUS | VANGUARD STAR FDS | 4 | 4 | 0.32% | 0.37% | 0.40% | Q4 2022 | Q3 2023 | 4 |
| BLV | VANGUARD BD INDEX FDS | 3 | 3 | 1.65% | 1.81% | 2.00% | Q1 2023 | Q3 2023 | 3 |
| BIV | VANGUARD BD INDEX FDS | 3 | 3 | 1.17% | 1.22% | 1.32% | Q1 2023 | Q3 2023 | 3 |
| VGSH | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.27% | 3.83% | 7.39% | Q4 2022 | Q1 2023 | 2 |
| ANTM | ELEVANCE HEALTH INC | 2 | 2 | 1.18% | 1.25% | 1.32% | Q2 2023 | Q3 2023 | 2 |
| FIS | FIDELITY NATL INFORMAT... | 2 | 2 | 0.98% | 0.99% | 1.01% | Q2 2023 | Q3 2023 | 2 |
| OLN | OLIN CORP | 2 | 2 | 0.82% | 0.85% | 0.87% | Q4 2022 | Q1 2023 | 2 |
| BKNG | BOOKING HOLDINGS INC | 2 | 2 | 0.54% | 0.59% | 0.63% | Q2 2023 | Q3 2023 | 2 |
| SO | SOUTHERN CO | 2 | 2 | 0.53% | 0.55% | 0.56% | Q4 2022 | Q1 2023 | 2 |
| WMT | WALMART INC | 2 | 2 | 0.25% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
| BND | VANGUARD BD INDEX FDS | 1 | 1 | 4.75% | 4.75% | 4.75% | Q4 2022 | Q4 2022 | 1 |
| JEPI | J P MORGAN EXCHANGE TR... | 1 | 1 | 4.41% | 4.41% | 4.41% | Q3 2023 | Q3 2023 | 1 |
| IDT | IDT CORP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2022 | Q4 2022 | 1 |
| AMGN | AMGEN INC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2023 | Q3 2023 | 1 |
| PYPL | PAYPAL HLDGS INC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2023 | Q3 2023 | 1 |
| XLV | SELECT SECTOR SPDR TR | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2022 | Q4 2022 | 1 |
| VRSN | VERISIGN INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
| ULTA | ULTA BEAUTY INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
| CVX | CHEVRON CORP NEW | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Download | |||||||||
The securities at the top of the list , including VANGUARD BD INDEX FDS, VANGUARD SPECIALIZED FUNDS, and VANGUARD WHITEHALL FDS, are the highest-conviction holdings of Evergreen Wealth Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Evergreen Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Evergreen Wealth Management, LLC owns currently or has owned in the past.