The Analysis of Evolution Advisers, Inc.'s Holdings

Currently, Evolution Advisers, Inc. holds 156 types of securities in its portfolio with a total value $204.0K. In the most recent quarter, they have increased their positions in GNW (+121.6K shares, valued at $952.7494709298321), BNDX (+11.7K shares, valued at $579.9066129275717), BIV (+4.2K shares, valued at $327.67223010154873); decreased their positions in VUG (-6.6K shares, valued at $2.9K), VTV (-6.5K shares, valued at $1.2K), VEA (-12.3K shares, valued at $701.2779557425083); initiated new positions in MTZ (+9 shares, valued at $1), AMAT (+N/A shares, valued at $N/A).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS556.3K shares-2.16%2025-06-302025-07-25

VUG VANGUARD INDEX FDS67.5K shares-8.97%2025-06-302025-07-25

VTV VANGUARD INDEX FDS126.0K shares-4.91%2025-06-302025-07-25

BNDX VANGUARD CHARLOTTE FDS443.9K shares2.71%2025-06-302025-07-25

BSV VANGUARD BD INDEX FDS206.8K shares1.97%2025-06-302025-07-25

VWO VANGUARD INTL EQUITY INDEX F246.2K shares-1.86%2025-06-302025-07-25

VMBS VANGUARD SCOTTSDALE FDS199.5K shares0.70%2025-06-302025-07-25

BLV VANGUARD BD INDEX FDS122.3K shares2.23%2025-06-302025-07-25

Sponsored

VB VANGUARD INDEX FDS28.9K shares-3.82%2025-06-302025-07-25

BIV VANGUARD BD INDEX FDS88.1K shares5.05%2025-06-302025-07-25

NUDM NUSHARES ETF TR183.3K shares0.68%2025-06-302025-07-25

NULG NUSHARES ETF TR31.7K shares-0.90%2025-06-302025-07-25

NUBD NUSHARES ETF TR116.0K shares0.00%2025-06-302025-07-25

NULV NUSHARES ETF TR61.4K shares0.18%2025-06-302025-07-25

NUEM NUSHARES ETF TR60.7K shares-0.08%2025-06-302025-07-25

GNW GENWORTH FINL INC217.8K shares126.32%2025-06-302025-07-25

Sponsored

PWV INVESCO EXCHANGE TRADED FD T24.3K shares0.00%2025-06-302025-07-25

VOO VANGUARD INDEX FDS2.4K shares-3.51%2025-06-302025-07-25

SCHX SCHWAB STRATEGIC TR55.8K shares-0.18%2025-06-302025-07-25

AAPL APPLE INC5.3K shares-4.06%2025-06-302025-07-25

VTEB VANGUARD MUN BD FDS15.9K shares0.65%2025-06-302025-07-25

VOT VANGUARD INDEX FDS2.4K shares0.00%2025-06-302025-07-25

NUSC NUSHARES ETF TR16.0K shares0.62%2025-06-302025-07-25

VXUS VANGUARD STAR FDS8.8K shares0.00%2025-06-302025-07-25

Sponsored

DFAC DIMENSIONAL ETF TRUST16.7K shares0.00%2025-06-302025-07-25

XOM EXXON MOBIL CORP4.8K shares-0.35%2025-06-302025-07-25

VV VANGUARD INDEX FDS1.8K shares0.00%2025-06-302025-07-25

UNP UNION PAC CORP2.0K shares-6.37%2025-06-302025-07-25

BRK.B BERKSHIRE HATHAWAY INC DEL905 shares0.00%2025-06-302025-07-25

VO VANGUARD INDEX FDS1.4K shares0.00%2025-06-302025-07-25

VCSH VANGUARD SCOTTSDALE FDS4.5K shares0.00%2025-06-302025-07-25

WFC WELLS FARGO CO NEW4.3K shares-2.43%2025-06-302025-07-25

Sponsored

WMT WALMART INC3.5K shares0.00%2025-06-302025-07-25

ORI OLD REP INTL CORP7.7K shares-2.43%2025-06-302025-07-25

VT VANGUARD INTL EQUITY INDEX F2.0K shares-1.45%2025-06-302025-07-25

SCHF SCHWAB STRATEGIC TR11.3K shares0.00%2025-06-302025-07-25

VYM VANGUARD WHITEHALL FDS1.8K shares0.00%2025-06-302025-07-25

NI NISOURCE INC5.9K shares0.00%2025-06-302025-07-25

GOOGL ALPHABET INC1.3K shares-1.52%2025-06-302025-07-25

AMZN AMAZON COM INC1.0K shares0.00%2025-06-302025-07-25

Sponsored

KMB KIMBERLY-CLARK CORP1.6K shares-2.43%2025-06-302025-07-25

MSFT MICROSOFT CORP390 shares0.00%2025-06-302025-07-25

JPM JPMORGAN CHASE & CO.651 shares0.00%2025-06-302025-07-25

VTI VANGUARD INDEX FDS39.2K shares15.99%2025-06-302025-07-25

SCHZ SCHWAB STRATEGIC TR7.6K shares0.00%2025-06-302025-07-25

CW CURTISS WRIGHT CORP350 shares0.00%2025-06-302025-07-25

HD HOME DEPOT INC440 shares0.00%2025-06-302025-07-25

MKL MARKEL GROUP INC76 shares1.33%2025-06-302025-07-25

Sponsored

SCHE SCHWAB STRATEGIC TR5.0K shares0.00%2025-06-302025-07-25

HCA HCA HEALTHCARE INC355 shares-8.97%2025-06-302025-07-25

V VISA INC381 shares0.00%2025-06-302025-07-25

TDY TELEDYNE TECHNOLOGIES INC250 shares0.00%2025-06-302025-07-25

AVGO BROADCOM INC450 shares0.00%2025-06-302025-07-25

SYK STRYKER CORPORATION300 shares0.00%2025-06-302025-07-25

SCHM SCHWAB STRATEGIC TR4.2K shares0.00%2025-06-302025-07-25

MA MASTERCARD INCORPORATED205 shares0.00%2025-06-302025-07-25

Sponsored

TFC TRUIST FINL CORP74.8K shares0.00%2025-06-302025-07-25

D DOMINION ENERGY INC2.0K shares-1.65%2025-06-302025-07-25

SPY SPDR S&P 500 ETF TR179 shares0.00%2025-06-302025-07-25

VEU VANGUARD INTL EQUITY INDEX F1.6K shares0.00%2025-06-302025-07-25

GOOG ALPHABET INC600 shares0.00%2025-06-302025-07-25

CSCO CISCO SYS INC1.4K shares0.00%2025-06-302025-07-25

KNSL KINSALE CAP GROUP INC199 shares0.00%2025-06-302025-07-25

VXF VANGUARD INDEX FDS498 shares0.00%2025-06-302025-07-25

Sponsored

ELV ELEVANCE HEALTH INC236 shares0.00%2025-06-302025-07-25

LOW LOWES COS INC413 shares0.00%2025-06-302025-07-25

SCHG SCHWAB STRATEGIC TR3.0K shares0.00%2025-06-302025-07-25

PG PROCTER AND GAMBLE CO543 shares-12.28%2025-06-302025-07-25

COF CAPITAL ONE FINL CORP398 shares0.00%2025-06-302025-07-25

ORCL ORACLE CORP380 shares0.00%2025-06-302025-07-25

TSLA TESLA INC251 shares0.00%2025-06-302025-07-25

J JACOBS SOLUTIONS INC600 shares0.00%2025-06-302025-07-25

Sponsored

SEIC SEI INVTS CO873 shares0.00%2025-06-302025-07-25

CEG CONSTELLATION ENERGY CORP232 shares0.00%2025-06-302025-07-25

DFAU DIMENSIONAL ETF TRUST1.7K shares0.00%2025-06-302025-07-25

TROW PRICE T ROWE GROUP INC728 shares0.00%2025-06-302025-07-25

BNDW VANGUARD SCOTTSDALE FDS1.0K shares-81.67%2025-06-302025-07-25

PEP PEPSICO INC526 shares0.00%2025-06-302025-07-25

TMO THERMO FISHER SCIENTIFIC INC160 shares0.00%2025-06-302025-07-25

HSY HERSHEY CO381 shares0.00%2025-06-302025-07-25

Sponsored

IVV ISHARES TR100 shares0.00%2025-06-302025-07-25

JNJ JOHNSON & JOHNSON402 shares-10.86%2025-06-302025-07-25

LMT LOCKHEED MARTIN CORP132 shares0.00%2025-06-302025-07-25

MCK MCKESSON CORP83 shares0.00%2025-06-302025-07-25

ACN ACCENTURE PLC IRELAND192 shares0.00%2025-06-302025-07-25

ESGD ISHARES TR650 shares0.00%2025-06-302025-07-25

AMGN AMGEN INC200 shares0.00%2025-06-302025-07-25

ADP AUTOMATIC DATA PROCESSING IN176 shares0.00%2025-06-302025-07-25

Sponsored

SCHA SCHWAB STRATEGIC TR2.2K shares0.00%2025-06-302025-07-25

NTR NUTRIEN LTD867 shares0.00%2025-06-302025-07-25

FIW FIRST TR EXCHANGE-TRADED FD456 shares0.00%2025-06-302025-07-25

IJR ISHARES TR444 shares0.00%2025-06-302025-07-25

ADBE ADOBE INC119 shares0.00%2025-06-302025-07-25

ETN EATON CORP PLC126 shares0.00%2025-06-302025-07-25

PSX PHILLIPS 66373 shares-6.75%2025-06-302025-07-25

UL UNILEVER PLC700 shares0.00%2025-06-302025-07-25

Sponsored

FTNT FORTINET INC390 shares0.00%2025-06-302025-07-25

IAGG ISHARES TR822 shares-87.10%2025-06-302025-07-25

PPL PPL CORP1.2K shares0.00%2025-06-302025-07-25

CTAS CINTAS CORP180 shares0.00%2025-06-302025-07-25

PAYX PAYCHEX INC275 shares0.00%2025-06-302025-07-25

DAL DELTA AIR LINES INC DEL759 shares0.00%2025-06-302025-07-25

IJH ISHARES TR565 shares0.00%2025-06-302025-07-25

SBUX STARBUCKS CORP383 shares0.00%2025-06-302025-07-25

Sponsored

EXC EXELON CORP760 shares0.00%2025-06-302025-07-25

HON HONEYWELL INTL INC136 shares0.00%2025-06-302025-07-25

MDY SPDR S&P MIDCAP 400 ETF TR54 shares0.00%2025-06-302025-07-25

IBM INTERNATIONAL BUSINESS MACHS100 shares-8.26%2025-06-302025-07-25

COST COSTCO WHSL CORP NEW28 shares0.00%2025-06-302025-07-25

CHD CHURCH & DWIGHT CO INC278 shares0.00%2025-06-302025-07-25

TTE TOTALENERGIES SE424 shares0.00%2025-06-302025-07-25

GE GE AEROSPACE95 shares0.00%2025-06-302025-07-25

Sponsored

UNH UNITEDHEALTH GROUP INC75 shares0.00%2025-06-302025-07-25

ESGV VANGUARD WORLD FD199 shares0.00%2025-06-302025-07-25

WSM WILLIAMS SONOMA INC132 shares0.00%2025-06-302025-07-25

IEMG ISHARES INC300 shares0.00%2025-06-302025-07-25

T AT&T INC594 shares-7.76%2025-06-302025-07-25

MO ALTRIA GROUP INC274 shares0.00%2025-06-302025-07-25

AMTM AMENTUM HOLDINGS INC636 shares6.00%2025-06-302025-07-25

SCHB SCHWAB STRATEGIC TR657 shares0.00%2025-06-302025-07-25

Sponsored

CVX CHEVRON CORP NEW100 shares-33.33%2025-06-302025-07-25

IWD ISHARES TR71 shares0.00%2025-06-302025-07-25

RIVN RIVIAN AUTOMOTIVE INC1.0K shares0.00%2025-06-302025-07-25

CRM SALESFORCE INC50 shares0.00%2025-06-302025-07-25

DIS DISNEY WALT CO100 shares0.00%2025-06-302025-07-25

GEV GE VERNOVA INC23 shares0.00%2025-06-302025-07-25

AWK AMERICAN WTR WKS CO INC NEW80 shares0.00%2025-06-302025-07-25

METV LISTED FD TR600 shares0.00%2025-06-302025-07-25

Sponsored

DHR DANAHER CORPORATION50 shares0.00%2025-06-302025-07-25

GOLF ACUSHNET HLDGS CORP103 shares0.00%2025-06-302025-07-25

EXR EXTRA SPACE STORAGE INC50 shares0.00%2025-06-302025-07-25

F FORD MTR CO700 shares0.00%2025-06-302025-07-25

UPS UNITED PARCEL SERVICE INC79 shares0.00%2025-06-302025-07-25

ARCC ARES CAPITAL CORP318 shares0.00%2025-06-302025-07-25

VZ VERIZON COMMUNICATIONS INC157 shares0.00%2025-06-302025-07-25

BAC BANK AMERICA CORP125 shares0.00%2025-06-302025-07-25

Sponsored

SYF SYNCHRONY FINANCIAL74 shares0.00%2025-06-302025-07-25

BAX BAXTER INTL INC100 shares0.00%2025-06-302025-07-25

GSLC GOLDMAN SACHS ETF TR17 shares0.00%2025-06-302025-07-25

IOO ISHARES TR19 shares0.00%2025-06-302025-07-25

CGCP CAPITAL GRP FIXED INCM ETF T80 shares0.00%2025-06-302025-07-25

SPGP INVESCO EXCHANGE TRADED FD T18 shares0.00%2025-06-302025-07-25

MTZ MASTEC INC9 sharesnew addition2025-06-302025-07-25

BND VANGUARD BD INDEX FDS20 shares0.00%2025-06-302025-07-25

Sponsored

VNQ VANGUARD INDEX FDS20 shares0.00%2025-06-302025-07-25

AMAT APPLIED MATLS INCN/A sharesnew addition2025-06-302025-07-25

KO COCA COLA CO2 shares-92.59%2025-06-302025-07-25

NFLT ETFIS SER TR I17 shares0.00%2025-06-302025-07-25

FBND FIDELITY MERRIMACK STR TR17 shares0.00%2025-06-302025-07-25

DIVI FRANKLIN TEMPLETON ETF TR2 shares0.00%2025-06-302025-07-25

IQLT ISHARES TR22 shares0.00%2025-06-302025-07-25

IDRV ISHARES TR5 shares0.00%2025-06-302025-07-25

Sponsored

NKE NIKE INC2 shares0.00%2025-06-302025-07-25

SPMD SPDR SER TR15 shares0.00%2025-06-302025-07-25

VWOB VANGUARD WHITEHALL FDS15 shares0.00%2025-06-302025-07-25

WBD WARNER BROS DISCOVERY INC79 shares0.00%2025-06-302025-07-25

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available