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CIK: 0001906967
Total reported value
$272.1K
$272.1K
185 檔
37934.9%
At the close of Q1 2024, Evolution Advisers, Inc. disclosed equity holdings valued at approximately $272.1K, spread across 185 reported holdings.
During Q1 2024, Evolution Advisers, Inc.'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 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.39% | -0.01% | +3.64% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 14.81% | +0.81% | -0.95% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 12.03% | -0.17% | +1.28% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 11.13% | +0.71% | +8.78% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.56% | -0.65% | +4.35% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.54% | +0.08% | +6.05% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.85% | -0.34% | +6.12% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 4.43% | -0.02% | +9.25% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.65% | +0.20% | +0.88% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.09% | -0.22% | +4.35% | |
| 11 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 2.42% | -0.11% | +0.73% | |
| 12 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.55% | +0.22% | -6.45% | |
| 13 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.12% | -0.06% | +0.29% | |
| 14 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.83% | -0.04% | — | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.77% | +0.52% | — | |
| 16 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.72% | +0.02% | +11.49% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.20% | +3.02% | |
| 18 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.66% | -0.17% | +13.03% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.59% | -0.05% | -1.48% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.56% | — | — | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.36% | +0.01% | — | |
| 22 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.35% | +0.01% | -5.59% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.35% | EXIT | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 0.32% | -0.01% | — | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.31% | — | — | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 0.23% | -0.02% | -0.01% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | -0.01% | — | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.21% | -0.01% | — | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.20% | +0.06% | — | |
| 30 | ORI | Old Republic Intl CORP | Stock-Financials | 0.18% | -0.01% | — | |
| 31 | GNW | Genworth Financial Inc | Stock-Financials | 0.16% | +0.03% | +170.66% | |
| 32 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.15% | — | — | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.14% | +0.05% | -1.96% | |
| 34 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.14% | -0.01% | +0.19% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.14% | +0.02% | +59.18% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.14% | -0.01% | -1.14% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.12% | -0.09% | +201.39% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.08% | — | |
| 39 | D | Dominion Energy Inc | Stock-Utilities | 0.12% | +0.05% | -13.60% | |
| 40 | ELV | Elevance Health Inc | Stock-Healthcare | 0.11% | +0.01% | -2.78% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | — | -4.95% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | -0.01% | — | |
| 43 | NI | Nisource Inc | Stock-Utilities | 0.10% | -0.02% | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.09% | — | +5413.24% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.09% | — | -4.39% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | +0.02% | -2.29% | |
| 47 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.08% | — | +0.13% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | — | — | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | +0.01% | — | |
| 50 | TFC | Truist Financial CORP | Stock-Financials | 0.07% | — | +4860.17% |
According to official SEC Form 13F filings, Evolution Advisers, Inc. reported a total U.S. public equity portfolio value of $272.1K across 185 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, VUG, VTV) accounted for 37934.9% of total reported equity market value during Q1 2024.
During Q1 2024, Evolution Advisers, Inc.'s top holdings by market value included VEA (15.4%)、VUG (14.8%)、VTV (12.0%). The largest single position, VEA, represented 15.4% of total portfolio value.
In Q1 2024, Evolution Advisers, Inc. 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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