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Home > Institutional Investor > Evergreen Wealth Solutions, Llc > Profile

Instuitional Investor - Evergreen Wealth Solutions, Llc

Fund Profile
Filing Period:
Fund Name: Evergreen Wealth Solutions, Llc
Portfolio Value $1,912,833,753
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ea Series Trust - MC TR EQ BU ETF
 1,839,085 $121,879,295 6.37%
2.
Ishares Trust
 IEF 365,112 $71,175,014 3.72%
3.
Ishares Trust
 IEF 591,891 $68,256,894 3.57%
4.
J P Morgan Exchange Traded F - CORE PLUS BD ETF
 1,384,507 $64,130,345 3.35%
5.
Ishares Trust
 IEF 73,578 $57,498,806 3.01%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.