Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Evergreen Advisors, Llc > 13F Holdings

Instuitional Investor - Evergreen Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 6,280,152 $157,631,813 37.02%
2.
Schwab Strategic Trust
 SCHD 2,470,899 $61,154,746 14.36%
3.
Vanguard Scottsdale Funds
 614,910 $50,883,772 11.95%
4.
Schwab Strategic Trust
 SCHD 1,551,080 $47,587,136 11.18%
5.
Vanguard Scottsdale Funds
 580,530 $34,570,540 8.12%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.