Sponsored

The Analysis of Evergreen Advisors, LLC's Holdings & P&L

Currently, Evergreen Advisors, LLC holds 31 types of securities in its portfolio with a total value $468.6M. In the most recent quarter, they have increased their positions in VCIT (+22.8K shares, valued at $1.9M), SCHV (+42.9K shares, valued at $1.5M), VGIT (+20.8K shares, valued at $1.2M); decreased their positions in N/A (-61 shares, valued at $45.6K), VIG (-12 shares, valued at $2.8K).

1M P&L

+12.0M+2.61%

3M P&L

+9.4M+2.04%

HY P&L

+29.4M+6.62%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A457.8M

99.0%

2Semiconductors1.2M

0.3%

3Consumer Electronics1.2M

0.3%

Top Industries by Stock Count

1N/A16 stocks

59.3%

2Semiconductors3 stocks

11.1%

3Home Improvement Retail2 stocks

7.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHB SCHWAB STRATEGIC TR6.3M shares0.32%2026-06-302026-08-04

SCHF SCHWAB STRATEGIC TR2.5M shares0.30%2026-06-302026-08-04

VCIT VANGUARD SCOTTSDALE FDS637.8K shares3.72%2026-06-302026-08-04

SCHD SCHWAB STRATEGIC TR1.6M shares1.10%2026-06-302026-08-04

VGIT VANGUARD SCOTTSDALE FDS601.3K shares3.58%2026-06-302026-08-04

VMBS VANGUARD SCOTTSDALE FDS714.4K shares3.12%2026-06-302026-08-04

IJR ISHARES TR185.8K shares1.77%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.5K shares-1.33%2026-06-302026-08-04

Sponsored

SCHV SCHWAB STRATEGIC TR65.8K shares187.49%2026-06-302026-08-04

VIG VANGUARD SPECIALIZED FUNDS6.9K shares-0.17%2026-06-302026-08-04

AAPL APPLE INC4.2K shares0.02%2026-06-302026-08-04

VTEB VANGUARD MUN BD FDS20.1K shares0.00%2026-06-302026-08-04

IWD ISHARES TR4.1K shares0.00%2026-06-302026-08-04

VANGUARD INDEX FDS VANGUARD INDEX FDS2.7K shares0.26%2026-06-302026-08-04

VEU VANGUARD INTL EQUITY INDEX F9.9K shares0.47%2026-06-302026-08-04

ISHARES TR ISHARES TR8.1K shares0.00%2026-06-302026-08-04

Sponsored

BROADCOM INC BROADCOM INC2.0K shares14.21%2026-06-302026-08-04

NVDA NVIDIA CORPORATION3.4K shares71.19%2026-06-302026-08-04

SMBK SMARTFINANCIAL INC11.9K shares0.22%2026-06-302026-08-04

TSLA TESLA INC1.1K shares651.63%2026-06-302026-08-04

GOOGL ALPHABET INC1.0K shares0.00%2026-06-302026-08-04

INTC INTEL CORP2.3K shares0.00%2026-06-302026-08-04

LOW LOWES COS INC1.4K shares0.00%2026-06-302026-08-04

VB VANGUARD INDEX FDS901 shares0.33%2026-06-302026-08-04

Sponsored

IYW ISHARES TR1.0K shares0.00%2026-06-302026-08-04

VUG VANGUARD INDEX FDS3.0K shares503.21%2026-06-302026-08-04

TSM TAIWAN SEMICONDUCTOR MANUFAC518 shares93.28%2026-06-302026-08-04

CAT CATERPILLAR INC210 shares0.00%2026-06-302026-08-04

HD HOME DEPOT INC621 shares0.16%2026-06-302026-08-04

MSFT MICROSOFT CORP571 shares0.00%2026-06-302026-08-04

VTV VANGUARD INDEX FDS929 shares353.17%2026-06-302026-08-04

SCHB

SCHWAB STRATEGIC TR

0.32%

Shares6.3M

Event2026-06-30

Filed2026-08-04

SCHF

SCHWAB STRATEGIC TR

0.30%

Shares2.5M

Event2026-06-30

Filed2026-08-04

VCIT

VANGUARD SCOTTSDALE FDS

3.72%

Shares637.8K

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB STRATEGIC TR

1.10%

Shares1.6M

Event2026-06-30

Filed2026-08-04

VGIT

VANGUARD SCOTTSDALE FDS

3.58%

Shares601.3K

Event2026-06-30

Filed2026-08-04

VMBS

VANGUARD SCOTTSDALE FDS

3.12%

Shares714.4K

Event2026-06-30

Filed2026-08-04

IJR

ISHARES TR

1.77%

Shares185.8K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

-1.33%

Shares4.5K

Event2026-06-30

Filed2026-08-04

SCHV

SCHWAB STRATEGIC TR

187.49%

Shares65.8K

Event2026-06-30

Filed2026-08-04

VIG

VANGUARD SPECIALIZED FUNDS

-0.17%

Shares6.9K

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

0.02%

Shares4.2K

Event2026-06-30

Filed2026-08-04

VTEB

VANGUARD MUN BD FDS

0.00%

Shares20.1K

Event2026-06-30

Filed2026-08-04

IWD

ISHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

0.26%

Shares2.7K

Event2026-06-30

Filed2026-08-04

VEU

VANGUARD INTL EQUITY INDEX F

0.47%

Shares9.9K

Event2026-06-30

Filed2026-08-04

ISHARES TR

0.00%

Shares8.1K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

14.21%

Shares2.0K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

71.19%

Shares3.4K

Event2026-06-30

Filed2026-08-04

SMBK

SMARTFINANCIAL INC

0.22%

Shares11.9K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

651.63%

Shares1.1K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-04

INTC

INTEL CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-04

LOW

LOWES COS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

0.33%

Shares901

Event2026-06-30

Filed2026-08-04

IYW

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD INDEX FDS

503.21%

Shares3.0K

Event2026-06-30

Filed2026-08-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

93.28%

Shares518

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC

0.00%

Shares210

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

0.16%

Shares621

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

0.00%

Shares571

Event2026-06-30

Filed2026-08-04

VTV

VANGUARD INDEX FDS

353.17%

Shares929

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available