Instuitional Investor - Evergreen Wealth Solutions, Llc
Fund Profile
Filing Period:
| Fund Name: | Evergreen Wealth Solutions, Llc |
| Portfolio Value | $716,790,510 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ea Series Trust | 1,788,683 | $109,267,608 | 15.24% | |
| 2. | Mfs Active Exchange Traded F - GROWTH ETF | 1,925,487 | $54,499,567 | 7.6% | |
| 3. | Goldman Sachs Etf Tr | 340,429 | $45,062,613 | 6.29% | |
| 4. | T Rowe Price Etf Inc | 1,029,276 | $39,338,943 | 5.49% | |
| 5. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 626,181 | $29,649,684 | 4.14% |