Evergreen Advisors, LLC Top Holdings and 13F Report (2024) About Evergreen Advisors, LLCInvestment ActivityEvergreen Advisors, LLC has $377.49 million in total holdings as of June 30, 2024.Evergreen Advisors, LLC owns shares of 22 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 0.44% of the portfolio was purchased this quarter.About 1.28% of the portfolio was sold this quarter.This quarter, Evergreen Advisors, LLC has purchased 17 new stocks and bought additional shares in 6 stocks.Evergreen Advisors, LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $147,036,809Schwab International Equity ETF $53,476,883Vanguard Intermediate-Term Corporate Bond ETF $46,812,382Schwab US Dividend Equity ETF $38,276,316Vanguard Intermediate-Term Treasury ETF $32,478,745 Largest New Holdings this Quarter 808524631 - SCHWAB STRATEGIC TR $583,880 Holding594918104 - Microsoft $259,648 Holding922908751 - Vanguard Small-Cap ETF $209,939 Holding922908736 - Vanguard Growth ETF $202,208 Holding922908629 - Vanguard Mid-Cap ETF $200,260 Holding Largest Purchases this Quarter SCHWAB STRATEGIC TR 22,000 shares (about $583.88K)Microsoft 522 shares (about $259.65K)Vanguard Small-Cap ETF 886 shares (about $209.94K)Vanguard Growth ETF 461 shares (about $202.21K)Vanguard Mid-Cap ETF 716 shares (about $200.26K) Largest Sales this Quarter Schwab US Broad Market ETF 104,227 shares (about $2.48M)Schwab International Equity ETF 40,655 shares (about $898.48K)Vanguard Intermediate-Term Corporate Bond ETF 7,175 shares (about $594.95K)Vanguard Intermediate-Term Treasury ETF 9,175 shares (about $548.76K)NVIDIA 857 shares (about $135.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvergreen Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHBSchwab US Broad Market ETF$147,036,809$2,483,729 ▼-1.7%6,170,24039.0%ETFSCHFSchwab International Equity ETF$53,476,883$898,476 ▼-1.7%2,419,76814.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$46,812,382$594,951 ▼-1.3%564,54912.4%ETFSCHDSchwab US Dividend Equity ETF$38,276,316$109,233 ▲0.3%1,444,38910.1%ETFVGITVanguard Intermediate-Term Treasury ETF$32,478,745$548,757 ▼-1.7%543,0328.6%ETFVMBSVanguard Mortgage-Backed Securities ETF$29,925,162$60,566 ▲0.2%645,7747.9%ETFIJRiShares Core S&P Small-Cap ETF$18,473,896$125,246 ▼-0.7%169,0364.9%ETFSPYSPDR S&P 500 ETF Trust$3,232,591$12,975 ▼-0.4%5,2320.9%FinanceVTIVanguard Total Stock Market ETF$1,181,5700.0%3,8880.3%ETFVIGVanguard Dividend Appreciation ETF$1,161,087$205 ▼0.0%5,6730.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$896,272$40,077 ▼-4.3%9,0350.2%FinanceIWDiShares Russell 1000 Value ETF$821,204$28,358 ▲3.6%4,2280.2%ETFAAPLApple$727,393$13,748 ▲1.9%3,5450.2%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$665,429$4,638 ▲0.7%9,8990.2%ETFSCHWAB STRATEGIC TR$583,880$583,880 ▲New Holding22,0000.2%HIGH YIELD BD ETSMBKSmartFinancial$397,294$980 ▲0.2%11,7610.1%FinanceMSFTMicrosoft$259,648$259,648 ▲New Holding5220.1%Computer and TechnologyNVDANVIDIA$256,260$135,398 ▼-34.6%1,6220.1%Computer and TechnologyLOWLowe's Companies$210,9700.0%9510.1%Retail/WholesaleVBVanguard Small-Cap ETF$209,939$209,939 ▲New Holding8860.1%ETFVUGVanguard Growth ETF$202,208$202,208 ▲New Holding4610.1%ETFVOVanguard Mid-Cap ETF$200,260$200,260 ▲New Holding7160.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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