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CIK: 0001762294
Total reported value
$468.6M
$468.6M
22 檔
67.9%
At the close of Q2 2025, Evergreen Advisors, LLC disclosed equity holdings valued at approximately $468.6M, spread across 22 reported holdings.
In Q2 2025, Evergreen Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 6 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 | 38.95% | +1.92% | -1.66% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 14.17% | +0.29% | -1.65% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 12.40% | -0.70% | -1.25% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 10.14% | -0.57% | +0.29% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.60% | -0.55% | -1.66% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 7.93% | -0.50% | +0.20% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.89% | +0.55% | -0.67% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.86% | +0.02% | -0.40% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | +0.01% | — | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.31% | — | -0.02% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.24% | -0.02% | -4.28% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.22% | — | +3.58% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.19% | +0.01% | +1.93% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.18% | +0.01% | +0.70% | |
| 15 | SCYB | Schwab High Yield Bond ETF | ETF-High Yield | 0.15% | -0.01% | EXIT | |
| 16 | SMBK | Smartfinancial Inc | Stock-Other | 0.11% | +0.01% | +0.25% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.07% | — | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.07% | +0.06% | -34.57% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.06% | -0.01% | — | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.06% | — | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.05% | +0.01% | — | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.05% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +1.5% | -1.66% | Trim |
| 2 | SCHF | Schwab Intl Equity ETF | +0.7% | -1.65% | Trim |
| 3 | SCYB | Schwab High Yield Bond ETF | +0.2% | NEW | New buy |
| 4 | MSFT | Microsoft CORP | +0.1% | NEW | New buy |
| 5 | VB | Vanguard Small-cap ETF | +0.1% | NEW | New buy |
| 6 | VUG | Vanguard Growth ETF | +0.1% | NEW | New buy |
| 7 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.40% | Trim |
| 9 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 10 | VEU | Vanguard Ftse All-world Ex-u | 0% | +0.70% | Add |
| 11 | IWD | Ishares Russell 1000 Value E | 0% | +3.58% | Add |
| 12 | SMBK | Smartfinancial Inc | 0% | +0.25% | Add |
| 13 | VIG | Vanguard Dividend Apprec ETF | — | -0.02% | Trim |
| 14 | NVDA | Nvidia CORP | — | -34.57% | Trim |
| 15 | LOW | Lowe's Cos Inc | — | — | Unchanged |
| 16 | AAPL | Apple Inc | 0% | +1.93% | Add |
| 17 | AGG | Ishares Core U.s. Aggregate | 0% | -4.28% | Trim |
| 18 | IJR | Ishares Core S&p Small-cap E | -0.1% | -0.67% | Trim |
| 19 | VMBS | Vanguard Mortgage-backed Sec | -0.4% | +0.20% | Add |
| 20 | VGIT | Vanguard Intermediate-term T | -0.5% | -1.66% | Trim |
| 21 | VCIT | Vanguard Int-term Corporate | -0.6% | -1.25% | Trim |
| 22 | SCHD | Schwab US Dvd Equity ETF | -1% | +0.29% | Add |
According to official SEC Form 13F filings, Evergreen Advisors, LLC reported a total U.S. public equity portfolio value of $468.6M across 22 disclosed positions in Q2 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 67.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
SCYB
市值: $583.9K
Top Position Liquidated / Trimmed
SCHB
前期市值: $135.1M
During Q2 2025, Evergreen Advisors, LLC's top holdings by market value included SCHB (39.0%)、SCHF (14.2%)、VCIT (12.4%). The largest single position, SCHB, represented 39.0% of total portfolio value.
In Q2 2025, Evergreen Advisors, LLC made 20 total portfolio adjustments, initiating 5 new buys, adding to 6 positions, trimming 9 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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