Evergreen Advisors, LLC - Portfolio overview

Evergreen Advisors, LLC has 169 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHB - SCHWAB STRATEGIC TR, 37.00%
2. SCHF - SCHWAB STRATEGIC TR, 14.36%
3. VCIT - VANGUARD SCOTTSDALE FDS, 11.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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