Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Evergreen Advisors, LLC (CIK 1762294) reported $425.8M across 167 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHB ($157.6M, 37.02%), SCHF ($61.2M, 14.36%), VCIT ($50.9M, 11.95%), SCHD ($47.6M, 11.18%), VGIT ($34.6M, 8.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $157.6M | 37.02% | 6.3M | Added |
| 2 | SCHF | SCHWAB STRATEGIC TR | $61.2M | 14.36% | 2.5M | Added |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $50.9M | 11.95% | 614,910 | Added |
| 4 | SCHD | SCHWAB STRATEGIC TR | $47.6M | 11.18% | 1.6M | Added |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $34.6M | 8.12% | 580,530 | Added |
| 6 | VMBS | VANGUARD SCOTTSDALE FDS | $32.5M | 7.64% | 692,834 | Added |
| 7 | IJR | ISHARES TR | $22.7M | 5.33% | 182,591 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $3.0M | 0.70% | 4,599 | Trimmed |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $1.5M | 0.35% | 6,895 | Added |
| 10 | AAPL | APPLE INC | $1.1M | 0.25% | 4,240 | Trimmed |
| 11 | VTEB | VANGUARD MUN BD FDS | $1.0M | 0.23% | 20,050 | New |
| 12 | IWD | ISHARES TR | $882,030 | 0.21% | 4,128 | Hold |
| 13 | VTI | VANGUARD INDEX FDS | $854,288 | 0.20% | 2,663 | Trimmed |
| 14 | AGG | ISHARES TR | $804,186 | 0.19% | 8,101 | Hold |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | $738,295 | 0.17% | 9,831 | Added |
| 16 | SCHV | SCHWAB STRATEGIC TR | $698,267 | 0.16% | 22,894 | New |
| 17 | AVGO | BROADCOM INC | $544,428 | 0.13% | 1,759 | Hold |
| 18 | SMBK | SMARTFINANCIAL INC | $462,553 | 0.11% | 11,836 | Added |
| 19 | LOW | LOWES COS INC | $333,183 | 0.08% | 1,410 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $343,223 | 0.08% | 1,968 | Added |
| 21 | GOOGL | ALPHABET INC | $295,612 | 0.07% | 1,028 | Added |
| 22 | VB | VANGUARD INDEX FDS | $235,237 | 0.06% | 898 | Added |
| 23 | HD | HOME DEPOT INC | $203,867 | 0.05% | 620 | New |
| 24 | VUG | VANGUARD INDEX FDS | $218,062 | 0.05% | 499 | Hold |
| 25 | MSFT | MICROSOFT CORP | $211,367 | 0.05% | 571 | Added |
Source: SEC Form 13F filings · as of 2026-03-31