account_balance

Investment manager · 13F filer · SEC CIK 1762294

Evergreen Advisors, LLC

Reported value$466Mas of Sep 30, 2026
Positions31 3 new, 3 sold out
Top 10 weight97.7%SCHB alone is 39%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHB Schwab Strategic Tr 39.3% Held
SCHF Schwab Strategic Tr 14.4% Held
SCHD Schwab Strategic Tr 10.9% Held
VCIT Vanguard Scottsdale FDS 10.8% Held
VGIT Vanguard Scottsdale FDS 7.5% Added +2%
VMBS Vanguard Scottsdale FDS 6.9% Held
IJR iShares Tr 5.4% Held
SCHV Schwab Strategic Tr 1.4% Added +201%
SPY SPDR S&P 500 ETF Trust 0.8% Added +5%
VIG Vanguard Specialized Funds 0.3% Held
AAPL Apple Inc. 0.3% Held
IWD iShares Tr 0.2% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Aug 4, 2026 filing
add_circleNew
arrow_upwardAdded
  • SCHV +201%
  • SPY +5%
  • IWD +2%
  • VGIT +2%
arrow_downwardTrimmed

None

remove_circleSold out
  • VTEB $1.01M
  • CAT $224K
  • HD $219K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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