The Analysis of Evergreen Advisors, LLC's Holdings
Currently, Evergreen Advisors, LLC holds 24 types of securities in its portfolio with a total value $410.0M. In the most recent quarter, they have increased their positions in SCHD (+73.3K shares, valued at $2.0M), VCIT (+19.2K shares, valued at $1.6M), IJR (+8.5K shares, valued at $1.0M); decreased their positions in VTI (-1.2K shares, valued at $398.6K), AGG (-934 shares, valued at $93.3K), SPY (-112 shares, valued at $76.4K); initiated new positions in N/A (+1.8K shares, valued at $608.8K), N/A (+783 shares, valued at $245.1K), IYW (+1.0K shares, valued at $207.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHB SCHWAB STRATEGIC TR6.2M shares-0.05%2025-12-312026-02-05
SCHF SCHWAB STRATEGIC TR2.5M shares1.26%2025-12-312026-02-05 VCIT VANGUARD SCOTTSDALE FDS583.7K shares3.40%2025-12-312026-02-05 SCHD SCHWAB STRATEGIC TR1.5M shares5.07%2025-12-312026-02-05 VGIT VANGUARD SCOTTSDALE FDS559.5K shares3.04%2025-12-312026-02-05 VMBS VANGUARD SCOTTSDALE FDS665.8K shares3.10%2025-12-312026-02-05 IJR ISHARES TR177.5K shares5.03%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR5.1K shares-2.14%2025-12-312026-02-05 VIG VANGUARD SPECIALIZED FUNDS5.8K shares2.31%2025-12-312026-02-05 AAPL APPLE INC4.3K shares20.48%2025-12-312026-02-05 VTI VANGUARD INDEX FDS2.7K shares-30.58%2025-12-312026-02-05 IWD ISHARES TR4.1K shares-2.37%2025-12-312026-02-05 AGG ISHARES TR8.1K shares-10.34%2025-12-312026-02-05 VEU VANGUARD INTL EQUITY INDEX F9.8K shares-0.84%2025-12-312026-02-05 SCYB SCHWAB STRATEGIC TR24.0K shares9.14%2025-12-312026-02-05 BROADCOM INC BROADCOM INC1.8K sharesnew addition2025-12-312026-02-05 SMBK SMARTFINANCIAL INC11.8K shares0.43%2025-12-312026-02-05 NVDA NVIDIA CORPORATION1.6K shares0.00%2025-12-312026-02-05 MSFT MICROSOFT CORP522 shares0.00%2025-12-312026-02-05 ALPHABET INC ALPHABET INC783 sharesnew addition2025-12-312026-02-05 VUG VANGUARD INDEX FDS499 shares8.24%2025-12-312026-02-05 LOW LOWES COS INC977 shares2.73%2025-12-312026-02-05 VB VANGUARD INDEX FDS895 shares1.02%2025-12-312026-02-05 IYW ISHARES TR1.0K sharesnew addition2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available