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CIK: 0001762294
Total reported value
$468.6M
$468.6M
16 檔
60.2%
As reported in its official Q2 2024 Form 13F filing, Evergreen Advisors, LLC's tracked investment portfolio stood at $468.6M with 16 total positions.
During Q2 2024, Evergreen Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 41.08% | +1.92% | +0.99% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 13.50% | +0.29% | +2.11% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 11.66% | -0.70% | +2.23% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 10.36% | -0.57% | +3.71% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 7.83% | -0.55% | +2.87% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 7.28% | -0.50% | +2.27% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.33% | +0.55% | +3.31% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | +0.02% | -0.32% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | -0.02% | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | +0.01% | -0.29% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.30% | — | -8.72% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.25% | — | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.19% | +0.01% | -17.72% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.15% | +0.01% | +0.79% | |
| 15 | SMBK | Smartfinancial Inc | Stock-Other | 0.08% | +0.01% | +0.34% | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.08% | -0.01% | -13.12% |
According to official SEC Form 13F filings, Evergreen Advisors, LLC reported a total U.S. public equity portfolio value of $468.6M across 16 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, SCHF, VCIT) accounted for 60.2% of total reported equity market value during Q2 2024.
During Q2 2024, Evergreen Advisors, LLC's top holdings by market value included SCHB (41.1%)、SCHF (13.5%)、VCIT (11.7%). The largest single position, SCHB, represented 41.1% of total portfolio value.
In Q2 2024, Evergreen Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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