| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 7 | Q2 2024 | 10.8% |
| VANGUARD SPECIALIZED FUNDS | 7 | Q2 2024 | 5.7% |
| VANGUARD WHITEHALL FDS | 7 | Q2 2024 | 5.5% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 4.5% |
| AMAZON COM INC | 7 | Q2 2024 | 4.4% |
| META PLATFORMS INC | 7 | Q2 2024 | 4.1% |
| MARKEL GROUP INC | 7 | Q2 2024 | 3.6% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q2 2024 | 3.4% |
| ALPHABET INC | 7 | Q2 2024 | 3.6% |
| PIMCO CORPORATE & INCOME OPP | 7 | Q2 2024 | 2.8% |
View Evergreen Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| N-PX | 2024-08-21 |
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-14 |
View Evergreen Wealth Management, 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.