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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 $308,168,050
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,206,888 $122,857,459 39.86%
2.
Schwab Strategic Trust
 FNDF 1,148,878 $42,462,525 13.77%
3.
Vanguard Scottsdale Funds
 448,747 $36,474,156 11.83%
4.
Schwab Strategic Trust
 FNDF 421,435 $32,083,813 10.41%
5.
Vanguard Scottsdale Funds
 401,366 $23,809,031 7.72%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)