Evergreen Advisors, LLC — Q2 2021 13F Holdings

Name: Evergreen Advisors, LLC — 13F Holdings, Q2 2021
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	40.40%	-2.43%	—
2	AGG	Ishares Core U.s. Aggregate	ETF-Other	36.84%	—	—
3	SCHF	Schwab Intl Equity ETF	ETF-Other	14.70%	-0.01%	—
4	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	6.02%	+0.13%	—
5	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.46%	+0.04%	—
6	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.39%	—	—
7	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.28%	—	—
8	IWD	Ishares Russell 1000 Value E	ETF-Other	0.24%	—	—
9	AAPL	Apple INC	Stock-Tech	0.16%	-0.03%	—
10	TSLA	Tesla INC	Stock-Consumer Disc	0.15%	+0.01%	NEW
11	VB	Vanguard Small-cap ETF	ETF-Other	0.15%	—	—
12	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	0.11%	+0.23%	NEW
13	SMBK	Smartfinancial INC	Stock-Other	0.11%	—	—

Position changes disclosed by Evergreen Advisors, LLC for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SCHB	Schwab US Broad Market ETF	—	EXIT	Sold out
2	AGG	Ishares Core U.s. Aggregate	—	EXIT	Sold out
3	SCHF	Schwab Intl Equity ETF	—	EXIT	Sold out
4	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
5	IJR	Ishares Core S&p Small-cap E	—	EXIT	Sold out
6	VIG	Vanguard Dividend Apprec ETF	—	EXIT	Sold out
7	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	Sold out
8	VEU	Vanguard Ftse All-world Ex-u	—	EXIT	Sold out
9	IWD	Ishares Russell 1000 Value E	—	EXIT	Sold out
10	AAPL	Apple INC	—	EXIT	Sold out
11	TSLA	Tesla INC	—	EXIT	Sold out
12	VB	Vanguard Small-cap ETF	—	EXIT	Sold out
13	VTEB	Vanguard Tax-exempt Bond ETF	—	EXIT	Sold out
14	SMBK	Smartfinancial INC	—	EXIT	Sold out