Evergreen Advisors, LLC — Q2 2021 13F 持股

Name: Evergreen Advisors, LLC — 13F Holdings, Q2 2021
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	SCHB	Schwab US Broad Market ETF	ETF-其他	40.40%	-2.43%	—
2	AGG	Ishares Core U.s. Aggregate	ETF-其他	36.84%	—	—
3	SCHF	Schwab Intl Equity ETF	ETF-其他	14.70%	-0.01%	—
4	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	6.02%	+0.13%	—
5	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.46%	+0.04%	—
6	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.39%	—	—
7	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	0.28%	—	—
8	IWD	Ishares Russell 1000 Value E	ETF-其他	0.24%	—	—
9	AAPL	Apple INC	股票-科技	0.16%	-0.03%	—
10	TSLA	Tesla INC	股票-循環性消費	0.15%	+0.01%	NEW
11	VB	Vanguard Small-cap ETF	ETF-其他	0.15%	—	—
12	VTEB	Vanguard Tax-exempt Bond ETF	ETF-其他	0.11%	+0.23%	NEW
13	SMBK	Smartfinancial INC	股票-其他	0.11%	—	—

Evergreen Advisors, LLC 於截至 Q2 2021 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	SCHB	Schwab US Broad Market ETF	—	EXIT	清倉
2	AGG	Ishares Core U.s. Aggregate	—	EXIT	清倉
3	SCHF	Schwab Intl Equity ETF	—	EXIT	清倉
4	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清倉
5	IJR	Ishares Core S&p Small-cap E	—	EXIT	清倉
6	VIG	Vanguard Dividend Apprec ETF	—	EXIT	清倉
7	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	清倉
8	VEU	Vanguard Ftse All-world Ex-u	—	EXIT	清倉
9	IWD	Ishares Russell 1000 Value E	—	EXIT	清倉
10	AAPL	Apple INC	—	EXIT	清倉
11	TSLA	Tesla INC	—	EXIT	清倉
12	VB	Vanguard Small-cap ETF	—	EXIT	清倉
13	VTEB	Vanguard Tax-exempt Bond ETF	—	EXIT	清倉
14	SMBK	Smartfinancial INC	—	EXIT	清倉