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Home > Institutional Investor > Evergreen Advisors, Llc > Profile

Instuitional Investor - Evergreen Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Evergreen Advisors, Llc
Portfolio Value $468,561,299
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 6,300,530 $182,463,343 38.94%
2.
Schwab Strategic Trust
 SCHD 2,478,368 $68,650,802 14.65%
3.
Vanguard Scottsdale Funds
 VCIT 637,756 $52,710,512 11.25%
4.
Schwab Strategic Trust
 SCHD 1,568,137 $49,725,640 10.61%
5.
Vanguard Scottsdale Funds
 VCIT 601,308 $35,465,161 7.57%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.