Evergreen Advisors, LLC Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$410.0B
Holdings
24
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHBSCHWAB STRATEGIC TR | 6,167,435 | $161.8B | 39.45% | |
| 2 | SCHFSCHWAB STRATEGIC TR | 2,450,245 | $58.9B | 14.37% | |
| 3 | VCITVANGUARD SCOTTSDALE FDS | 583,718 | $48.9B | 11.92% | |
| 4 | SCHDSCHWAB STRATEGIC TR | 1,517,678 | $41.6B | 10.15% | |
| 5 | VGITVANGUARD SCOTTSDALE FDS | 559,518 | $33.5B | 8.18% | |
| 6 | VMBSVANGUARD SCOTTSDALE FDS | 665,812 | $31.3B | 7.64% | |
| 7 | IJRISHARES TR | 177,537 | $21.3B | 5.20% | |
| 8 | SPYSPDR S&P 500 ETF TR | 5,120 | $3.5B | 0.85% | |
| 9 | VIGVANGUARD SPECIALIZED FUNDS | 5,804 | $1.3B | 0.31% | |
| 10 | AAPLAPPLE INC | 4,271 | $1.2B | 0.28% | |
| 11 | VTIVANGUARD INDEX FDS | 2,699 | $904.0M | 0.22% | |
| 12 | IWDISHARES TR | 4,128 | $868.0M | 0.21% | |
| 13 | AGGISHARES TR | 8,101 | $809.0M | 0.20% | |
| 14 | VEUVANGUARD INTL EQUITY INDEX F | 9,816 | $722.0M | 0.18% | |
| 15 | SCYBSCHWAB STRATEGIC TR | 24,010 | $634.0M | 0.15% | |
| 16 | AVGOBROADCOM INC | 1,759 | $608.0M | 0.15% | |
| 17 | SMBKSMARTFINANCIAL INC | 11,812 | $436.0M | 0.11% | |
| 18 | NVDANVIDIA CORPORATION | 1,622 | $302.0M | 0.07% | |
| 19 | MSFTMICROSOFT CORP | 522 | $252.0M | 0.06% | |
| 20 | GOOGLALPHABET INC | 783 | $245.0M | 0.06% | |
| 21 | VUGVANGUARD INDEX FDS | 499 | $243.0M | 0.06% | |
| 22 | LOWLOWES COS INC | 977 | $235.0M | 0.06% | |
| 23 | VBVANGUARD INDEX FDS | 895 | $230.0M | 0.06% | |
| 24 | IYWISHARES TR | 1,038 | $207.0M | 0.05% |