Evergreen Advisors, LLC — Q4 2019 13F Holdings

Name: Evergreen Advisors, LLC — 13F Holdings, Q4 2019
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001762294

Total reported value

$425.8M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SCHB	Schwab US Broad Market ETF	ETF-Other	49.66%	-2.43%	+0.92%
2	SCHF	Schwab Intl Equity ETF	ETF-Other	12.85%	-0.01%	+2.73%
3	SCHA	Schwab US Small-cap ETF	ETF-Other	11.42%	—	+2.38%
4	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	9.55%	—	-4.84%
5	HYLB	Xtrackers Usd High Yield Cor	ETF-High Yield	5.37%	—	+3.11%
6	IAGG	Ishares Intl Aggregate Bond	ETF-Other	5.25%	—	+2.36%
7	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.85%	—	+185.47%
8	MUB	Ishares National Muni Bond E	ETF-Other	1.08%	—	-3.28%
9	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.88%	—	+0.04%
10	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.56%	+0.04%	-0.97%
11	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.39%	—	+0.55%
12	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.27%	—	+1.08%
13	VB	Vanguard Small-cap ETF	ETF-Other	0.17%	—	+0.54%
14	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	0.17%	—	+2.04%
15	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.15%	+0.13%	-39.88%
16	SMBK	Smartfinancial INC	Stock-Other	0.15%	—	+0.22%
17	AAPL	Apple INC	Stock-Tech	0.12%	-0.03%	—
18	SCHX	Schwab US Large-cap ETF	ETF-Other	0.11%	—	—

Position changes disclosed by Evergreen Advisors, LLC for the quarter ending Q4 2019, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AGG	Ishares Core U.s. Aggregate	+1.2%	+185.47%	Add
2	SCHB	Schwab US Broad Market ETF	+0.7%	+0.92%	Add
3	SCHA	Schwab US Small-cap ETF	+0.3%	+2.38%	Add
4	SCHF	Schwab Intl Equity ETF	+0.1%	+2.73%	Add
5	SMBK	Smartfinancial INC	0%	+0.22%	Add
6	SCZ	Ishares Msci Eafe Small-cap	0%	+2.04%	Add
7	VTI	Vanguard Total Stock Mkt ETF	—	+0.55%	Add
8	VEU	Vanguard Ftse All-world Ex-u	—	+1.08%	Add
9	VB	Vanguard Small-cap ETF	—	+0.54%	Add
10	SCHM	Schwab US Mid Cap ETF	0%	+0.04%	Add
11	VIG	Vanguard Dividend Apprec ETF	0%	-0.97%	Trim
12	IJR	Ishares Core S&p Small-cap E	-0.1%	-39.88%	Trim
13	MUB	Ishares National Muni Bond E	-0.1%	-3.28%	Trim
14	HYLB	Xtrackers Usd High Yield Cor	-0.2%	+3.11%	Add
15	IAGG	Ishares Intl Aggregate Bond	-0.4%	+2.36%	Add
16	ISTB	Ishares Core 1-5 Year Usd Bo	-1.3%	-4.84%	Trim
17	UCB	United Community Banks/ga	—	EXIT	Sold out
18	AAPL	Apple INC	—	NEW	New buy
19	SCHX	Schwab US Large-cap ETF	—	NEW	New buy