Instuitional Investor - Evergreen Wealth Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Evergreen Wealth Partners Llc |
| Portfolio Value | $118,699,407 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 169,760 | $20,668,264 | 17.41% | |
| 2. | Spdr Series Trust | 504,115 | $17,044,121 | 14.36% | |
| 3. | Spdr Series Trust | 363,904 | $10,495,010 | 8.84% | |
| 4. | Capital Group Dividend Value | 133,386 | $5,820,973 | 4.9% | |
| 5. | IEF | 9,269 | $4,386,996 | 3.7% |
Hedge Fund Resource Center 
