Evergreen Advisors, LLC
169 holdingsFiling period: 2026-03-31Current AUM: $464.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 6.28M | $157.6M | $181.2M | 39.00% | +112.7K | 2026-03-31 |
| 2 | SCHF | SCHWAB STRATEGIC TR | 2.47M | $61.2M | $67.8M | 14.59% | +20.7K | 2026-03-31 |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 614.9K | $50.9M | $50.0M | 10.76% | +31.2K | 2026-03-31 |
| 4 | SCHD | SCHWAB STRATEGIC TR | 1.55M | $47.6M | $51.9M | 11.17% | +33.4K | 2026-03-31 |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 580.5K | $34.6M | $33.9M | 7.29% | +21.0K | 2026-03-31 |
| 6 | VMBS | VANGUARD SCOTTSDALE FDS | 692.8K | $32.5M | $31.9M | 6.87% | +27.0K | 2026-03-31 |
| 7 | IJR | ISHARES TR | 182.6K | $22.7M | $26.6M | 5.72% | +5.1K | 2026-03-31 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 4.6K | $3.0M | $3.4M | 0.74% | -521 | 2026-03-31 |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 6.9K | $1.5M | $1.6M | 0.35% | +1.1K | 2026-03-31 |
| 10 | AAPL | APPLE INC | 4.2K | $1.1M | $1.3M | 0.28% | -31 | 2026-03-31 |
| 11 | VTEB | VANGUARD MUN BD FDS | 20.1K | $1.0M | $994K | 0.21% | -- | 2026-03-31 |
| 12 | IWD | ISHARES TR | 4.1K | $882K | $1.0M | 0.22% | -- | 2026-03-31 |
| 13 | VTI | VANGUARD INDEX FDS | 2.7K | $854K | $980K | 0.21% | -36 | 2026-03-31 |
| 14 | AGG | ISHARES TR | 8.1K | $804K | $789K | 0.17% | -- | 2026-03-31 |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | 9.8K | $738K | $814K | 0.18% | +15 | 2026-03-31 |
| 16 | SCHV | SCHWAB STRATEGIC TR | 22.9K | $698K | $780K | 0.17% | -- | 2026-03-31 |
| 17 | AVGO | BROADCOM INC | 1.8K | $544K | $684K | 0.15% | -- | 2026-03-31 |
| 18 | SMBK | SMARTFINANCIAL INC | 11.8K | $462K | $619K | 0.13% | +24 | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 2.0K | $343K | $395K | 0.08% | +346 | 2026-03-31 |
| 20 | LOW | LOWES COS INC | 1.4K | $333K | $293K | 0.06% | +433 | 2026-03-31 |
| 21 | GOOGL | ALPHABET INC | 1.0K | $295K | $365K | 0.08% | +245 | 2026-03-31 |
| 22 | VB | VANGUARD INDEX FDS | 898 | $235K | $265K | 0.06% | +3 | 2026-03-31 |
| 23 | VUG | VANGUARD INDEX FDS | 499 | $218K | $255K | 0.05% | -- | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 571 | $211K | $265K | 0.06% | +49 | 2026-03-31 |
| 25 | HD | HOME DEPOT INC | 620 | $203K | $205K | 0.04% | -- | 2026-03-31 |
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