Evergreen Wealth Solutions, LLC
408 holdingsFiling period: 2026-03-31Current AUM: $1.56Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TRIO | EA SERIES TRUST | 1.82M | $110.1M | $118.6M | 7.59% | +33.3K | 2026-03-31 |
| 2 | MFSG | MFS ACTIVE EXCHANGE TRADED F | 1.90M | $48.6M | $55.6M | 3.56% | -25,055 | 2026-03-31 |
| 3 | IUSV | ISHARES TR | 442.9K | $45.3M | $49.7M | 3.18% | -- | 2026-03-31 |
| 4 | IUSG | ISHARES TR | 282.7K | $43.8M | $52.2M | 3.34% | -- | 2026-03-31 |
| 5 | IEFA | ISHARES TR | 460.3K | $41.7M | $45.2M | 2.89% | -- | 2026-03-31 |
| 6 | TCAF | T ROWE PRICE ETF INC | 1.07M | $38.0M | $44.2M | 2.83% | +37.1K | 2026-03-31 |
| 7 | GSLC | GOLDMAN SACHS ETF TR | 284.4K | $35.6M | $40.6M | 2.60% | -55,979 | 2026-03-31 |
| 8 | IVV | ISHARES TR | 52.4K | $34.2M | $39.3M | 2.51% | +44.5K | 2026-03-31 |
| 9 | JCPB | J P MORGAN EXCHANGE TRADED F | 663.2K | $31.2M | $30.6M | 1.96% | +37.1K | 2026-03-31 |
| 10 | CGCB | CAPITAL GRP FIXED INCM ETF T | 1.16M | $30.5M | $29.9M | 1.92% | +584.2K | 2026-03-31 |
| 11 | IJR | ISHARES TR | 241.0K | $30.0M | $35.1M | 2.24% | -- | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 162.4K | $28.3M | $32.6M | 2.09% | +104.7K | 2026-03-31 |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | 577.2K | $26.6M | $26.5M | 1.69% | +216.9K | 2026-03-31 |
| 14 | WCMI | FIRST TR EXCHANGE-TRADED FD | 1.55M | $26.0M | $29.6M | 1.90% | +15.6K | 2026-03-31 |
| 15 | AAPL | APPLE INC | 102.3K | $26.0M | $31.6M | 2.02% | +71.3K | 2026-03-31 |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | 114.9K | $24.7M | $27.5M | 1.76% | +14.6K | 2026-03-31 |
| 17 | QQQ | INVESCO QQQ TR | 41.8K | $24.1M | $28.8M | 1.84% | +40.4K | 2026-03-31 |
| 18 | GPIX | GOLDMAN SACHS ETF TR | 431.6K | $21.6M | $23.9M | 1.53% | +23.0K | 2026-03-31 |
| 19 | FTCB | FIRST TR EXCHANGE-TRADED FD | 991.8K | $20.8M | $20.3M | 1.30% | +60.4K | 2026-03-31 |
| 20 | VOO | VANGUARD INDEX FDS | 33.6K | $20.1M | $23.1M | 1.48% | -- | 2026-03-31 |
| 21 | USTB | VICTORY PORTFOLIOS II | 392.1K | $19.8M | $19.8M | 1.27% | +175.5K | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 93.6K | $19.5M | $25.4M | 1.63% | +74.0K | 2026-03-31 |
| 23 | IJH | ISHARES TR | 264.7K | $17.9M | $19.9M | 1.28% | -- | 2026-03-31 |
| 24 | JPIB | J P MORGAN EXCHANGE TRADED F | 362.8K | $17.3M | $17.4M | 1.11% | +7.1K | 2026-03-31 |
| 25 | CIEN | CIENA CORP | 44.5K | $17.3M | $16.8M | 1.07% | -242 | 2026-03-31 |
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