Evergreen Advisors, LLC — Q1 2020 13F 持股

Name: Evergreen Advisors, LLC — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001762294

申報總市值

US$4.3億

本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	AGG	Ishares Core U.s. Aggregate	ETF-其他	36.18%	—	+1826.81%
2	SCHB	Schwab US Broad Market ETF	ETF-其他	32.78%	-2.43%	-15.15%
3	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	17.00%	-0.15%	—
4	SCHF	Schwab Intl Equity ETF	ETF-其他	12.14%	-0.01%	+24.31%
5	SHV	Ishares 0-1 Year Treasury Bo	ETF-政府公債	0.86%	—	—
6	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.42%	+0.04%	-7.74%
7	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.31%	—	-0.35%
8	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	0.20%	—	-2.53%
9	SMBK	Smartfinancial INC	股票-其他	0.09%	—	+0.24%
10	ORBC	Orbcomm INC	股票-其他	0.01%	—	—

Evergreen Advisors, LLC 於截至 Q1 2020 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	AGG	Ishares Core U.s. Aggregate	+34.3%	+1826.81%	加碼
2	SMBK	Smartfinancial INC	-0.1%	+0.24%	加碼
3	VEU	Vanguard Ftse All-world Ex-u	-0.1%	-2.53%	減碼
4	VTI	Vanguard Total Stock Mkt ETF	-0.1%	-0.35%	減碼
5	VIG	Vanguard Dividend Apprec ETF	-0.1%	-7.74%	減碼
6	SCHF	Schwab Intl Equity ETF	-0.7%	+24.31%	加碼
7	SCHB	Schwab US Broad Market ETF	-16.9%	-15.15%	減碼
8	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	新建倉
9	SCHA	Schwab US Small-cap ETF	—	EXIT	清倉
10	ISTB	Ishares Core 1-5 Year Usd Bo	—	EXIT	清倉
11	HYLB	Xtrackers Usd High Yield Cor	—	EXIT	清倉
12	IAGG	Ishares Intl Aggregate Bond	—	EXIT	清倉
13	MUB	Ishares National Muni Bond E	—	EXIT	清倉
14	SCHM	Schwab US Mid Cap ETF	—	EXIT	清倉
15	SHV	Ishares 0-1 Year Treasury Bo	—	NEW	新建倉
16	VB	Vanguard Small-cap ETF	—	EXIT	清倉
17	SCZ	Ishares Msci Eafe Small-cap	—	EXIT	清倉
18	IJR	Ishares Core S&p Small-cap E	—	EXIT	清倉
19	AAPL	Apple INC	—	EXIT	清倉
20	SCHX	Schwab US Large-cap ETF	—	EXIT	清倉
21	ORBC	Orbcomm INC	—	NEW	新建倉