Evolution Advisers, Inc. Top Holdings and 13F Report (2023) → No Strings Attached: Get 30 Days of Hedgeye’s Top Stock Picks for Free (From Hedgeye) (Ad) About Evolution Advisers, Inc.Investment ActivityEvolution Advisers, Inc. has $169.39 thousand in total holdings as of September 30, 2023.Evolution Advisers, Inc. owns shares of 185 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.68% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Evolution Advisers, Inc. has purchased 221 new stocks and bought additional shares in 43 stocks.Evolution Advisers, Inc. sold shares of 29 stocks and completely divested from 49 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $26,072Vanguard Growth ETF $25,085Vanguard Value ETF $20,381Vanguard Total International Bond ETF $18,859Vanguard Short-Term Bond ETF $12,811 Largest New Holdings this Quarter Unity Software $1 HoldingGRAYSCALE BITCOIN TR BTC $1 HoldingGuardant Health $1 HoldingDraftKings $1 HoldingCrowdStrike $1 Holding Largest Purchases this Quarter Vanguard Total International Bond ETF 30,952 shares (about $1.52K)Vanguard FTSE Developed Markets ETF 18,231 shares (about $914.66)Vanguard Long-Term Bond ETF 8,781 shares (about $635.17)Vanguard FTSE Emerging Markets ETF 12,818 shares (about $535.46)Vanguard Short-Term Bond ETF 6,965 shares (about $534.01) Largest Sales this Quarter Vanguard Growth ETF 699 shares (about $240.60)Uber Technologies 697 shares (about $232.33)Nuveen ESG Large-Cap Growth ETF 2,374 shares (about $181.15)Coca-Cola 107 shares (about $53.50)Capital One Financial 303 shares (about $45.70) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvolution Advisers, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$26,072$915 ▲3.6%519,66915.4%ETFVUGVanguard Growth ETF$25,085$241 ▼-1.0%72,87814.8%ETFVTVVanguard Value ETF$20,381$258 ▲1.3%125,13912.0%ETFBNDXVanguard Total International Bond ETF$18,859$1,523 ▲8.8%383,38311.1%ETFBSVVanguard Short-Term Bond ETF$12,811$534 ▲4.3%167,0937.6%ETFVWOVanguard FTSE Emerging Markets ETF$9,390$535 ▲6.0%224,7795.5%ETFVMBSVanguard Mortgage-Backed Securities ETF$8,213$473 ▲6.1%180,0604.8%ETFBLVVanguard Long-Term Bond ETF$7,500$635 ▲9.3%103,6854.4%ETFVBVanguard Small-Cap ETF$6,184$54 ▲0.9%27,0513.7%ETFBIVVanguard Intermediate-Term Bond ETF$5,237$219 ▲4.4%69,4463.1%ETFNUDMNuShares ESG International Developed Markets Equity ETF$4,098$30 ▲0.7%131,8872.4%ETFNULGNuveen ESG Large-Cap Growth ETF$2,627$181 ▼-6.5%34,4281.6%ETFNULVNuveen ESG Large-Cap Value ETF$1,904$5 ▲0.3%48,9761.1%ETFPWVInvesco Large Cap Value ETF$1,4000.0%24,6960.8%ETFSCHXSchwab US Large-Cap ETF$1,3060.0%21,0390.8%ETFNUEMNuveen ESG Emerging Markets Equity ETF$1,221$126 ▲11.5%44,3940.7%ETFVOOVanguard S&P 500 ETF$1,215$36 ▲3.0%2,5260.7%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$1,126$130 ▲13.0%51,2100.7%ETFVTEBVanguard Tax-Exempt Bond ETF$992$15 ▼-1.5%19,5940.6%ETFAAPLApple$9420.0%5,4900.6%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$6040.0%2,5600.4%ETFNUSCNuveen ESG Small-Cap ETF$592$35 ▼-5.6%14,2150.3%ETFXOMExxon Mobil$561$1 ▲0.2%4,8190.3%Oils/EnergyUNPUnion Pacific$5430.0%2,2060.3%TransportationDFACDimensional U.S. Core Equity 2 ETF$5330.0%16,6800.3%ETFWFCWells Fargo & Company$395$0 ▼0.0%6,8110.2%FinanceBRK.BBerkshire Hathaway$3810.0%9050.2%FinanceVXUSVanguard Total International Stock ETF$3520.0%5,8310.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$3450.0%4,4540.2%ETFORIOld Republic International$2980.0%9,6710.2%FinanceGNWGenworth Financial$265$167 ▲170.7%41,1110.2%FinanceKMBKimberly-Clark$2600.0%2,0090.2%Consumer StaplesSCHFSchwab International Equity ETF$241$5 ▼-2.0%6,1520.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$238$0 ▲0.2%5,1720.1%ETFVTVanguard Total World Stock ETF$237$88 ▲59.2%2,1410.1%ETFVYMVanguard High Dividend Yield ETF$232$3 ▼-1.1%1,9100.1%ETFWMTWalmart$209$140 ▲201.4%3,4690.1%Retail/WholesaleGOOGLAlphabet$2000.0%1,3200.1%Computer and TechnologyDDominion Energy$198$31 ▼-13.6%4,0100.1%UtilitiesELVElevance Health$182$5 ▼-2.8%3500.1%MedicalMSFTMicrosoft$170$9 ▼-5.0%4030.1%Computer and TechnologyHDHome Depot$1690.0%4400.1%Retail/WholesaleNINiSource$1650.0%5,9320.1%UtilitiesVTIVanguard Total Stock Market ETF$159$156 ▲5,413.2%32,4730.1%ETFSCHESchwab Emerging Markets Equity ETF$144$7 ▼-4.4%5,6890.1%ETFAMZNAmazon.com$139$3 ▼-2.3%7680.1%Retail/WholesaleVOOVVanguard S&P 500 Value ETF$135$0 ▲0.1%7440.1%ETFTSLATesla$1310.0%7410.1%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$1310.0%6510.1%FinanceTFCTruist Financial$114$112 ▲4,860.2%74,8490.1%FinanceSCHMSchwab U.S. Mid-Cap ETF$1140.0%1,3970.1%ETFMKLMarkel Group$110$3 ▲2.8%730.1%Multi-Sector ConglomeratesSYKStryker$1080.0%3000.1%MedicalTDYTeledyne Technologies$1080.0%2500.1%AerospaceVVisa$1070.0%3810.1%Business ServicesLOWLowe's Companies$1060.0%4130.1%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$103$13 ▼-10.9%1,1080.1%ETFMAMastercard$990.0%2050.1%Business ServicesVEUVanguard FTSE All-World ex-US ETF$97$39 ▼-28.5%1,6490.1%ETFSCHASchwab US Small-Cap ETF$960.0%1,9360.1%ETFPEPPepsiCo$950.0%5420.1%Consumer StaplesSPYSPDR S&P 500 ETF Trust$940.0%1790.1%FinanceTMOThermo Fisher Scientific$930.0%1600.1%MedicalJJacobs Solutions$930.0%6000.1%Business ServicesGOOGAlphabet$92$0 ▲0.5%6030.1%Computer and TechnologyCWCurtiss-Wright$900.0%3500.1%AerospacePGProcter & Gamble$880.0%5400.1%Consumer StaplesVXFVanguard Extended Market ETF$880.0%4980.1%ETFTROWT. Rowe Price Group$87$1 ▲1.1%7060.1%FinanceACNAccenture$750.0%2140.0%Business ServicesHSYHershey$74$0 ▲0.3%3780.0%Consumer StaplesCSCOCisco Systems$72$0 ▲0.4%1,4330.0%Computer and TechnologySCHBSchwab US Broad Market ETF$70$23 ▲50.0%1,1340.0%ETFBNDWVanguard Total World Bond ETF$69$18 ▲35.9%9960.0%ETFVOVanguard Mid-Cap ETF$68$3 ▼-4.2%2710.0%ETFXMMOInvesco S&P MidCap Momentum ETF$66$0 ▲0.2%5700.0%ETFCOFCapital One Financial$65$46 ▼-41.3%4310.0%FinanceJNJJohnson & Johnson$64$0 ▲0.3%4010.0%MedicalPSXPhillips 66$630.0%3830.0%Oils/EnergySEICSEI Investments$630.0%8730.0%FinanceDFAUDimensional US Core Equity Market ETF$630.0%1,6990.0%ETFADBEAdobe$61$9 ▼-12.5%1190.0%Computer and TechnologyLMTLockheed Martin$610.0%1320.0%AerospaceAVGOBroadcom$600.0%450.0%Computer and TechnologyAMGNAmgen$570.0%2000.0%MedicalVOOGVanguard S&P 500 Growth ETF$540.0%1760.0%ETFIVViShares Core S&P 500 ETF$530.0%1000.0%ETFESGDiShares ESG Aware MSCI EAFE ETF$520.0%6500.0%ManufacturingIJRiShares Core S&P Small-Cap ETF$500.0%4440.0%ETFNTRNutrien$480.0%8670.0%Basic MaterialsORCLOracle$480.0%3800.0%Computer and TechnologyETNEaton$470.0%1500.0%Industrial ProductsFIWFirst Trust Water ETF$470.0%4560.0%ETFMCKMcKesson$450.0%830.0%MedicalADPAutomatic Data Processing$440.0%1760.0%Business ServicesCEGConstellation Energy$43$0 ▲0.4%2320.0%Oils/EnergyIDCCInterDigital$430.0%4000.0%Computer and TechnologyUNHUnitedHealth Group$38$1 ▼-1.3%750.0%MedicalDALDelta Air Lines$370.0%7590.0%TransportationKNSLKinsale Capital Group$36$37 ▼-50.4%670.0%FinanceShowing largest 100 holdings. 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