Evergreen Advisors, LLC — Q2 2020 13F Holdings

Name: Evergreen Advisors, LLC — 13F Holdings, Q2 2020
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	34.96%	-2.43%	+1.52%
2	AGG	Ishares Core U.s. Aggregate	ETF-Other	32.60%	—	+1.75%
3	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	18.24%	-0.15%	+3.77%
4	SCHF	Schwab Intl Equity ETF	ETF-Other	12.27%	-0.01%	+1.57%
5	SHV	Ishares 0-1 Year Treasury Bo	ETF-Gov Bonds	0.60%	—	-19.32%
6	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.42%	+0.04%	+0.47%
7	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.32%	—	+0.50%
8	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.26%	—	+30.74%
9	AAPL	Apple INC	Stock-Tech	0.12%	-0.03%	—
10	VB	Vanguard Small-cap ETF	ETF-Other	0.11%	—	—
11	SMBK	Smartfinancial INC	Stock-Other	0.09%	—	+0.31%
12	ORBC	Orbcomm INC	Stock-Other	0.02%	—	—

Position changes disclosed by Evergreen Advisors, LLC for the quarter ending Q2 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SCHB	Schwab US Broad Market ETF	+2.2%	+1.52%	Add
2	SPY	Ss Spdr S&p 500 ETF Trust-us	+1.2%	+3.77%	Add
3	SCHF	Schwab Intl Equity ETF	+0.1%	+1.57%	Add
4	VEU	Vanguard Ftse All-world Ex-u	+0.1%	+30.74%	Add
5	VTI	Vanguard Total Stock Mkt ETF	0%	+0.50%	Add
6	ORBC	Orbcomm INC	0%	—	Unchanged
7	VIG	Vanguard Dividend Apprec ETF	—	+0.47%	Add
8	SMBK	Smartfinancial INC	—	+0.31%	Add
9	SHV	Ishares 0-1 Year Treasury Bo	-0.3%	-19.32%	Trim
10	AGG	Ishares Core U.s. Aggregate	-3.6%	+1.75%	Add
11	AAPL	Apple INC	—	NEW	New buy
12	VB	Vanguard Small-cap ETF	—	NEW	New buy