The Analysis of Evergreen Advisors, LLC's Holdings


Currently, Evergreen Advisors, LLC holds 22 types of securities in its portfolio with a total value $377.5M. In the most recent quarter, they have increased their positions in SCYB (+22.0K shares, valued at $583.9K), MSFT (+522 shares, valued at $259.6K), VB (+886 shares, valued at $209.9K); decreased their positions in SCHB (-104.2K shares, valued at $2.5M), SCHF (-40.7K shares, valued at $898.5K), VCIT (-7.2K shares, valued at $595.0K); initiated new positions in SCYB (+22.0K shares, valued at $583.9K), MSFT (+522 shares, valued at $259.6K), VB (+886 shares, valued at $209.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SCHB SCHWAB STRATEGIC TR6.2M shares-1.66%2025-06-302025-08-04history
SCHF SCHWAB STRATEGIC TR2.4M shares-1.65%2025-06-302025-08-04history
VCIT VANGUARD SCOTTSDALE FDS564.5K shares-1.25%2025-06-302025-08-04history
SCHD SCHWAB STRATEGIC TR1.4M shares0.29%2025-06-302025-08-04history
VGIT VANGUARD SCOTTSDALE FDS543.0K shares-1.66%2025-06-302025-08-04history
VMBS VANGUARD SCOTTSDALE FDS645.8K shares0.20%2025-06-302025-08-04history
IJR ISHARES TR169.0K shares-0.67%2025-06-302025-08-04history
SPY SPDR S&P 500 ETF TR5.2K shares-0.40%2025-06-302025-08-04history
Sponsored
VTI VANGUARD INDEX FDS3.9K shares0.00%2025-06-302025-08-04history
VIG VANGUARD SPECIALIZED FUNDS5.7K shares-0.02%2025-06-302025-08-04history
AGG ISHARES TR9.0K shares-4.28%2025-06-302025-08-04history
IWD ISHARES TR4.2K shares3.58%2025-06-302025-08-04history
AAPL APPLE INC3.5K shares1.93%2025-06-302025-08-04history
VEU VANGUARD INTL EQUITY INDEX F9.9K shares0.70%2025-06-302025-08-04history
SCYB SCHWAB STRATEGIC TR22.0K sharesnew addition2025-06-302025-08-04history
SMBK SMARTFINANCIAL INC11.8K shares0.25%2025-06-302025-08-04history
Sponsored
MSFT MICROSOFT CORP522 sharesnew addition2025-06-302025-08-04history
NVDA NVIDIA CORPORATION1.6K shares-34.57%2025-06-302025-08-04history
LOW LOWES COS INC951 shares0.00%2025-06-302025-08-04history
VB VANGUARD INDEX FDS886 sharesnew addition2025-06-302025-08-04history
VUG VANGUARD INDEX FDS461 sharesnew addition2025-06-302025-08-04history
VO VANGUARD INDEX FDS716 sharesnew addition2025-06-302025-08-04history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available