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CIK: 0001762294
Total reported value
$468.6M
$468.6M
17 檔
64.8%
According to the latest 13F quarterly dataset, Evergreen Advisors, LLC managed an equity portfolio of $468.6M at the end of Q1 2025, spanning 17 distinct U.S. exchange-listed positions.
In Q1 2025, Evergreen Advisors, LLC displayed an active expansion posture, initiating 17 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 37.50% | +1.92% | -1.45% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 13.51% | +0.29% | -1.43% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 12.98% | -0.70% | +2.57% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 11.18% | -0.57% | -0.34% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 9.11% | -0.55% | +0.22% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 8.28% | -0.50% | +1.55% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.94% | +0.55% | -1.04% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | +0.02% | -10.42% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.31% | — | +0.46% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | +0.01% | +0.36% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.26% | -0.02% | -3.11% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.21% | +0.01% | -4.35% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.21% | — | +23.36% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.17% | +0.01% | +13.92% | |
| 15 | SMBK | Smartfinancial Inc | Stock-Other | 0.10% | +0.01% | +0.22% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.07% | +0.06% | -19.22% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.06% | -0.01% | -19.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 2 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 3 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 4 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 5 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 6 | VMBS | Vanguard Mortgage-backed Sec | — | NEW | New buy |
| 7 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 9 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 10 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 11 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 12 | AAPL | Apple Inc | — | NEW | New buy |
| 13 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 14 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 15 | SMBK | Smartfinancial Inc | — | NEW | New buy |
| 16 | NVDA | Nvidia CORP | — | NEW | New buy |
| 17 | LOW | Lowe's Cos Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Evergreen Advisors, LLC reported a total U.S. public equity portfolio value of $468.6M across 17 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, SCHF, VCIT) accounted for 64.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHB
市值: $135.1M
During Q1 2025, Evergreen Advisors, LLC's top holdings by market value included SCHB (37.5%)、SCHF (13.5%)、VCIT (13.0%). The largest single position, SCHB, represented 37.5% of total portfolio value.
In Q1 2025, Evergreen Advisors, LLC made 17 total portfolio adjustments, initiating 17 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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