Evergreen Advisors, LLC Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$360.2B
Holdings
17
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHBSCHWAB STRATEGIC TR | 6,274,467 | $135.1B | 37.50% | |
| 2 | SCHFSCHWAB STRATEGIC TR | 2,460,423 | $48.7B | 13.51% | |
| 3 | VCITVANGUARD SCOTTSDALE FDS | 571,724 | $46.7B | 12.98% | |
| 4 | SCHDSCHWAB STRATEGIC TR | 1,440,267 | $40.3B | 11.18% | |
| 5 | VGITVANGUARD SCOTTSDALE FDS | 552,207 | $32.8B | 9.11% | |
| 6 | VMBSVANGUARD SCOTTSDALE FDS | 644,467 | $29.8B | 8.28% | |
| 7 | IJRISHARES TR | 170,182 | $17.8B | 4.94% | |
| 8 | SPYSPDR S&P 500 ETF TR | 5,253 | $2.9B | 0.82% | |
| 9 | VIGVANGUARD SPECIALIZED FUNDS | 5,674 | $1.1B | 0.31% | |
| 10 | VTIVANGUARD INDEX FDS | 3,888 | $1.1B | 0.30% | |
| 11 | AGGISHARES TR | 9,439 | $933.7M | 0.26% | |
| 12 | AAPLAPPLE INC | 3,478 | $772.6M | 0.21% | |
| 13 | IWDISHARES TR | 4,082 | $768.1M | 0.21% | |
| 14 | VEUVANGUARD INTL EQUITY INDEX F | 9,830 | $596.3M | 0.17% | |
| 15 | SMBKSMARTFINANCIAL INC | 11,732 | $364.6M | 0.10% | |
| 16 | NVDANVIDIA CORPORATION | 2,479 | $268.7M | 0.07% | |
| 17 | LOWLOWES COS INC | 951 | $221.8M | 0.06% |