Instuitional Investor - Evergreen Private Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Evergreen Private Wealth Llc |
| Portfolio Value | $270,424,047 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AMAT | 34,994 | $25,675,333 | 9.49% | |
| 2. | GOOGL | 31,058 | $11,267,871 | 4.17% | |
| 3. | Spdr Index Shares Funds State Street Spdr Msci Eafe Strategicfactors Etf - ST STR MSCI EAFE | 109,830 | $10,654,692 | 3.94% | |
| 4. | BRK-B | 17,170 | $8,591,881 | 3.18% | |
| 5. | Ishares Tr 10-20 Yr Trs Etf - 10-20 YR TRS ETF | 84,245 | $8,453,952 | 3.13% |