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 Wealth Management, Llc > Profile

Instuitional Investor - Evergreen Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Evergreen Wealth Management, Llc
Portfolio Value $193,740,896
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
 67,679 $14,555,055 7.51%
2.
Vanguard Bond Index Funds
 BND 154,303 $10,612,948 5.48%
3.
Vanguard Whitehall Funds
 71,180 $10,541,814 5.44%
4.
Berkshire Hathaway Inc
 BRK-B 19,665 $9,423,439 4.86%
5.
Vanguard Index Fds
 28,375 $9,103,109 4.7%
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.