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CIK: 0001906967
Total reported value
$272.1K
$272.1K
190 檔
39021.4%
According to the latest 13F quarterly dataset, Evolution Advisers, Inc. managed an equity portfolio of $272.1K at the end of Q2 2024, spanning 190 distinct U.S. exchange-listed positions.
During Q2 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 | VUG | Vanguard Growth ETF | ETF-Other | 15.16% | +0.81% | -3.28% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.04% | -0.01% | +1.87% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 11.51% | +0.71% | +7.35% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 11.43% | -0.17% | -0.93% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.89% | -0.65% | +7.09% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.80% | +0.08% | +2.59% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.99% | -0.34% | +6.23% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 4.49% | -0.02% | +7.07% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.37% | +0.20% | -0.64% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.21% | -0.22% | +7.42% | |
| 11 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 2.50% | -0.11% | +5.96% | |
| 12 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.51% | +0.22% | -5.80% | |
| 13 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.06% | -0.06% | -0.38% | |
| 14 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.78% | +0.02% | +6.92% | |
| 15 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.78% | -0.04% | — | |
| 16 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.72% | -0.17% | +12.55% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.71% | +0.52% | -8.56% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.20% | -2.93% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.68% | — | +1.66% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.56% | -0.05% | — | |
| 21 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.35% | +0.01% | +9.42% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.34% | +0.01% | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.35% | EXIT | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.31% | — | — | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 0.29% | -0.01% | -0.27% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 0.23% | -0.02% | -0.41% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.01% | +0.77% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.20% | -0.01% | — | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.20% | +0.06% | — | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.18% | +0.02% | +31.15% | |
| 31 | ORI | Old Republic Intl CORP | Stock-Financials | 0.17% | -0.01% | -0.40% | |
| 32 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.16% | — | -0.45% | |
| 33 | GNW | Genworth Financial Inc | Stock-Financials | 0.14% | +0.03% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | +0.08% | +2.50% | |
| 35 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.14% | -0.01% | +0.23% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | -0.09% | +0.03% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.13% | -0.01% | — | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.13% | +0.05% | -5.69% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | — | — | |
| 40 | NI | Nisource Inc | Stock-Utilities | 0.10% | -0.02% | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.09% | — | -0.00% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | -0.01% | +2.73% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.09% | +0.02% | +1.69% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | +0.01% | -1.21% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.08% | — | -8.95% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | — | +0.92% | |
| 47 | ELV | Elevance Health Inc | Stock-Healthcare | 0.07% | +0.01% | -32.57% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | +0.01% | +4.15% | |
| 49 | MKL | Markel Group Inc | Stock-Financials | 0.07% | — | -1.37% | |
| 50 | TFC | Truist Financial CORP | Stock-Financials | 0.06% | — | +0.02% |
According to official SEC Form 13F filings, Evolution Advisers, Inc. reported a total U.S. public equity portfolio value of $272.1K across 190 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VEA, BNDX) accounted for 39021.4% of total reported equity market value during Q2 2024.
During Q2 2024, Evolution Advisers, Inc.'s top holdings by market value included VUG (15.2%)、VEA (15.0%)、BNDX (11.5%). The largest single position, VUG, represented 15.2% of total portfolio value.
In Q2 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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