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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 $377,486,198
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 6,170,240 $147,036,809 38.95%
2.
Schwab Strategic Trust
 FNDF 2,419,768 $53,476,883 14.17%
3.
Vanguard Scottsdale Funds
 564,549 $46,812,382 12.4%
4.
Schwab Strategic Trust
 FNDF 1,444,389 $38,276,316 10.14%
5.
Vanguard Scottsdale Funds
 543,032 $32,478,745 8.6%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)