§ 13F · FUND PROFILE
Evergreen Advisors, LLC.
AUM · $469M (13F)Positions · 31Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 6.30M | $182M | 38.9% | ±0% |
| 2 | SCHF | SCHWAB STRATEGIC TR | 2.48M | $69M | 14.7% | ±0% |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 638K | $53M | 11.2% | +4% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 1.57M | $50M | 10.6% | +1% |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 601K | $35M | 7.6% | +4% |
| 6 | VMBS | VANGUARD SCOTTSDALE FDS | 714K | $33M | 7.1% | +3% |
| 7 | IJR | ISHARES TR | 186K | $28M | 5.9% | +2% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 5K | $3M | 0.7% | −1% |
| 9 | SCHV | SCHWAB STRATEGIC TR | 66K | $2M | 0.5% | +187% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 7K | $2M | 0.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVERGREEN SIGNAL
AC read
Evergreen Advisors, LLC is a Other fund managing $469 million in assets. The fund runs a portfolio of 31 positions.
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