Instuitional Investor - Evergreen Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Evergreen Wealth Management, Llc
Portfolio Value $178,303,548
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
61,168 $12,519,183 7.02%
2.
Vanguard Index Fds
37,566 $11,417,580 6.4%
3.
Vanguard Whitehall Funds
69,564 $9,273,570 5.2%
4. BND 128,657 $8,946,835 5.02%
5. AMZN 38,326 $8,408,282 4.72%