Instuitional Investor - Evergreen Private Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Evergreen Private Wealth Llc |
| Portfolio Value | $247,408,997 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AMAT | 38,407 | $13,116,925 | 5.3% | |
| 2. | Spdr Index Shares Funds State Street Spdr Msci Eafe Strategicfactors Etf | 109,087 | $10,172,115 | 4.11% | |
| 3. | GOOGL | 32,415 | $9,314,443 | 3.76% | |
| 4. | Ishares Tr 10-20 Yr Trs Etf - 10-20 YR TRS ETF | 84,744 | $8,535,427 | 3.45% | |
| 5. | ROST | 38,135 | $8,257,326 | 3.34% |