Evergreen Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Chattanooga, TN
CIK
0001762294
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 17 308,168 SCHB, SCHF, VCIT, SCHD 13F-HR 2/7/2024 000176229424000002
Q3 2023 17 277,206 SCHB, SCHF, VCIT, SCHD 13F-HR 11/3/2023 000176229423000003
Q2 2023 17 282,961 SCHB, SCHF, VCIT, SCHD 13F-HR 7/31/2023 000147817923000005
Q1 2023 16 269,368 SCHB, SCHF, VCIT, SCHD 13F-HR 5/5/2023 000184176723000003
Q4 2022 16 251,988 SCHB, SCHF, VCIT, SCHD 13F-HR 2/2/2023 000176229423000001
Q3 2022 13 237,588 SCHB, AGG, SCHF, SPY 13F-HR 11/1/2022 000176229422000008
Q2 2022 13 248,415 SCHB, AGG, SCHF, SPY 13F-HR 7/29/2022 000176229422000004
Q1 2022 13 284,647 SCHB, AGG, SCHF, SPY 13F-HR 5/5/2022 000176229422000003
Q4 2021 12 293,120 SCHB, AGG, SCHF, SPY 13F-HR 2/2/2022 000176229422000001
Q3 2021 15 280,904 SCHB, AGG, SCHF, SPY 13F-HR 11/3/2021 000176229421000002
Q2 2021 13 230,554 SCHB, AGG, SCHF, IJR 13F-HR 7/14/2021 000176229421000001
Q1 2021 14 260,977 SCHB, AGG, SCHF, SPY 13F-HR 5/10/2021 000158064221002304
Q4 2020 14 243,154 SCHB, AGG, SCHF, SPY 13F-HR 1/21/2021 000158064221000204
Q3 2020 12 218,766 SCHB, AGG, SPY, SCHF 13F-HR 11/2/2020 000158064220003947
Q2 2020 12 206,306 SCHB, AGG, SPY, SCHF 13F-HR 7/17/2020 000158064220002662
Q1 2020 10 178,268 AGG, SCHB, SPY, SCHF 13F-HR 4/28/2020 000158064220001803
Q4 2019 18 176,426 SCHB, SCHF, SCHA, ISTB 13F-HR 2/10/2020 000158064220000639
Q3 2019 17 163,657 SCHB, SCHF, SCHA, ISTB 13F-HR 10/16/2019 000158064219004722
Q2 2019 16 159,338 SCHB, SCHF, SCHA, ISTB 13F-HR 7/17/2019 000158064219003236
Q1 2019 15 118,749 SCHB, SCHF, SCHA, MUB 13F-HR 4/16/2019 000158064219001928
Q4 2018 15 100,793 SCHB, SCHF, SCHA, MUB 13F-HR 1/24/2019 000158064219000298