Evergreen Advisors, LLC Top Holdings and 13F Report (2024) → Did you know you can now trade Bitcoin in your regular brokerage account? (From DTI) (Ad) About Evergreen Advisors, LLCInvestment ActivityEvergreen Advisors, LLC has $327.43 million in total holdings as of March 31, 2024.Evergreen Advisors, LLC owns shares of 18 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 2.16% of the portfolio was purchased this quarter.About 1.17% of the portfolio was sold this quarter.This quarter, Evergreen Advisors, LLC has purchased 17 new stocks and bought additional shares in 10 stocks.Evergreen Advisors, LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $131,956,312Schwab International Equity ETF $44,836,765Vanguard Intermediate-Term Corporate Bond ETF $38,363,740Schwab US Dividend Equity ETF $34,611,644Vanguard Intermediate-Term Treasury Index ETF $25,578,680 Largest New Holdings this Quarter Vanguard Small-Cap ETF $201,146 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Corporate Bond ETF 27,762 shares (about $2.24M)Vanguard Intermediate-Term Treasury Index ETF 35,503 shares (about $2.08M)Vanguard Mortgage-Backed Securities ETF 39,372 shares (about $1.80M)Schwab US Dividend Equity ETF 7,830 shares (about $631.33K)Vanguard Small-Cap ETF 880 shares (about $201.15K) Largest Sales this Quarter Schwab US Broad Market ETF 45,441 shares (about $2.77M)iShares Core U.S. Aggregate Bond ETF 7,479 shares (about $732.49K)SPDR S&P 500 ETF Trust 427 shares (about $223.35K)Apple 232 shares (about $39.78K)Amazon.com 220 shares (about $39.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvergreen Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHBSchwab US Broad Market ETF$131,956,312$2,774,172 ▼-2.1%2,161,44740.3%ETFSCHFSchwab International Equity ETF$44,836,765$7,531 ▲0.0%1,149,07113.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$38,363,740$2,235,119 ▲6.2%476,50911.7%ETFSCHDSchwab US Dividend Equity ETF$34,611,644$631,333 ▲1.9%429,26510.6%ETFVGITVanguard Intermediate-Term Treasury Index ETF$25,578,680$2,078,701 ▲8.8%436,8697.8%ETFVMBSVanguard Mortgage-Backed Securities ETF$23,872,365$1,795,757 ▲8.1%523,4027.3%ETFIJRiShares Core S&P Small-Cap ETF$17,852,849$87,090 ▲0.5%161,5355.5%ETFSPYSPDR S&P 500 ETF Trust$3,798,534$223,351 ▼-5.6%7,2621.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$1,456,270$732,493 ▼-33.5%14,8690.4%FinanceVIGVanguard Dividend Appreciation ETF$1,115,897$4,565 ▲0.4%6,1110.3%ETFVTIVanguard Total Stock Market ETF$999,874$14,815 ▲1.5%3,8470.3%ETFIWDiShares Russell 1000 Value ETF$840,742$22,210 ▼-2.6%4,6940.3%ETFAAPLApple$621,205$39,779 ▼-6.0%3,6230.2%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$492,135$1,818 ▲0.4%8,3910.2%ETFLOWLowe's Companies$347,5740.0%1,3640.1%Retail/WholesaleSMBKSmartFinancial$244,588$885 ▲0.4%11,6080.1%FinanceAMZNAmazon.com$241,709$39,684 ▼-14.1%1,3400.1%Retail/WholesaleVBVanguard Small-Cap ETF$201,146$201,146 ▲New Holding8800.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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