Instuitional Investor - Evergreen Wealth Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Evergreen Wealth Partners Llc |
| Portfolio Value | $130,939,996 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 170,887 | $18,744,539 | 14.32% | |
| 2. | Spdr Series Trust | 550,323 | $18,457,838 | 14.1% | |
| 3. | Spdr Series Trust | 387,106 | $11,094,446 | 8.47% | |
| 4. | Capital Group Dividend Value | 233,128 | $9,917,274 | 7.57% | |
| 5. | Vanguard Scottsdale Funds | 67,659 | $4,029,057 | 3.08% |
Hedge Fund Resource Center 
