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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 $360,246,167
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 6,274,467 $135,089,268 37.5%
2.
Schwab Strategic Trust
 FNDF 2,460,423 $48,667,166 13.51%
3.
Vanguard Scottsdale Funds
 571,724 $46,744,186 12.98%
4.
Schwab Strategic Trust
 FNDF 1,440,267 $40,269,878 11.18%
5.
Vanguard Scottsdale Funds
 552,207 $32,801,076 9.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)