Evolution Advisers, Inc.
163 holdingsFiling period: 2026-03-31Current AUM: $256.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 598.0K | $38.3M | $42.2M | 16.45% | -3,094 | 2026-03-31 |
| 2 | VUG | VANGUARD INDEX FDS | 71.7K | $31.3M | $36.7M | 14.28% | +702 | 2026-03-31 |
| 3 | VTV | VANGUARD INDEX FDS | 130.8K | $25.7M | $28.8M | 11.20% | -735 | 2026-03-31 |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 451.2K | $21.7M | $21.6M | 8.40% | -6,840 | 2026-03-31 |
| 5 | BSV | VANGUARD BD INDEX FDS | 252.9K | $19.8M | $19.6M | 7.64% | +19.8K | 2026-03-31 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 267.0K | $14.4M | $15.7M | 6.11% | +3.0K | 2026-03-31 |
| 7 | VMBS | VANGUARD SCOTTSDALE FDS | 232.2K | $10.9M | $10.7M | 4.17% | +15.2K | 2026-03-31 |
| 8 | BLV | VANGUARD BD INDEX FDS | 132.0K | $9.1M | $8.7M | 3.39% | +4.1K | 2026-03-31 |
| 9 | VB | VANGUARD INDEX FDS | 32.5K | $8.5M | $9.6M | 3.73% | +615 | 2026-03-31 |
| 10 | BIV | VANGUARD BD INDEX FDS | 109.9K | $8.5M | $8.3M | 3.23% | +6.1K | 2026-03-31 |
| 11 | NUDM | NUSHARES ETF TR | 208.5K | $7.5M | $8.4M | 3.28% | +20.7K | 2026-03-31 |
| 12 | IAGG | ISHARES TR | 80.5K | $4.0M | $4.0M | 1.56% | +44.0K | 2026-03-31 |
| 13 | NULG | NUSHARES ETF TR | 42.3K | $3.9M | $4.7M | 1.85% | +10.6K | 2026-03-31 |
| 14 | NULV | NUSHARES ETF TR | 75.6K | $3.4M | $3.9M | 1.52% | +14.4K | 2026-03-31 |
| 15 | NUBD | NUSHARES ETF TR | 127.2K | $2.8M | $2.8M | 1.08% | +3.6K | 2026-03-31 |
| 16 | NUEM | NUSHARES ETF TR | 71.0K | $2.6M | $2.8M | 1.11% | +7.6K | 2026-03-31 |
| 17 | PWV | INVESCO EXCHANGE TRADED FD T | 23.8K | $1.7M | $1.9M | 0.74% | -504 | 2026-03-31 |
| 18 | VOO | VANGUARD INDEX FDS | 2.5K | $1.5M | $1.7M | 0.67% | -3 | 2026-03-31 |
| 19 | SCHX | SCHWAB STRATEGIC TR | 55.8K | $1.4M | $1.6M | 0.64% | -3,126 | 2026-03-31 |
| 20 | BND | VANGUARD BD INDEX FDS | 18.7K | $1.4M | $1.4M | 0.53% | +8.7K | 2026-03-31 |
| 21 | AAPL | APPLE INC | 5.4K | $1.4M | $1.7M | 0.65% | -20 | 2026-03-31 |
| 22 | GNW | GENWORTH FINL INC | 166.6K | $1.4M | $1.6M | 0.64% | +44.7K | 2026-03-31 |
| 23 | VTEB | VANGUARD MUN BD FDS | 19.6K | $976K | $970K | 0.38% | +2.3K | 2026-03-31 |
| 24 | NUSC | NUSHARES ETF TR | 20.2K | $911K | $1.0M | 0.40% | +4.2K | 2026-03-31 |
| 25 | XOM | EXXON MOBIL CORP | 4.9K | $838K | $768K | 0.30% | -14 | 2026-03-31 |
← Scroll →
Page 1 of 7