Evergreen Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Evergreen Advisors, LLC reported 20 stock positions worth $365.8 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 39.5% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 12.6%) and Vanguard Int-Term Corporate (VCIT, 12.2%). Compared with Q3 2024, it opened 3 new positions, added to 12 and reduced 5. The biggest buy was Vanguard Intermediate-Term T (VGIT, shares +18%) and the biggest sale Schwab US Broad Market ETF (SCHB, shares −4%).

Most Recent 13F
Q2 2026
Location
CHATTANOOGA, TN
CIK
0001762294
Portfolio Value
$365.8M (Q4 2024)
SEC Filing
0001762294-25-000002 ↗ filed Feb 5, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $327.4M Q1 2024 Q2 2024: $334.0M Q2 2024 Q3 2024: $362.2M Q3 2024 Q4 2024: $365.8M $365.8M Q4 2024 Q1 2025: $360.2M Q1 2025 Q2 2025: $377.5M Q2 2025 Q4 2025: $410.0M Q4 2025 Q1 2026: $425.8M Q1 2026 Q2 2026: $468.6M Q2 2026

Holdings 20 stocks · $365.8M
SCHB Schwab US Broad Market ETF 39.51% 6,366,873 $144.5M Reduce -3.8%
SCHF Schwab Intl Equity ETF 12.62% 2,496,042 $46.2M Add +3.8%
VCIT Vanguard Int-Term Corporate 12.23% 557,423 $44.7M Add +11.2%
SCHD Schwab US DVD Equity ETF 10.79% 1,445,156 $39.5M Add +4.0%
VGIT Vanguard Intermediate-Term T 8.74% 551,001 $32.0M Add +18.3%
VMBS Vanguard Mortgage-Backed Sec 7.87% 634,610 $28.8M Add +14.9%
IJR iShares Core S&P Small-Cap E 5.42% 171,964 $19.8M Add +0.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.94% 5,864 $3.4M Reduce -17.7%
VTI VG Morningstar TS MKT ETF-US 0.31% 3,874 $1.1M Add +0.6%
VIG Vanguard Dividend Apprec ETF 0.30% 5,648 $1.1M Add +0.8%
AGG iShares Core U.S. Aggregate 0.26% 9,742 $944K Reduce -27.9%
AAPL Apple Inc. 0.25% 3,636 $910K Add +17.1%
IWD iShares Russell 1000 Value E 0.17% 3,309 $613K Reduce -26.1%
VEU Vanguard Ftse All-World Ex-U 0.14% 8,629 $495K Add +1.6%
NVDA Nvidia Corp. 0.11% 3,069 $412K New
SMBK Smartfinancial Inc. 0.10% 11,706 $363K Add +0.2%
LOW Lowe's Cos Inc. 0.08% 1,185 $292K Reduce -0.3%
PTF Invesco Dorsey Wright Tech 0.06% 3,150 $229K New
MSFT Microsoft Corp. 0.06% 518 $218K New
VB Vanguard Most SM-Cap ETF-Usd 0.06% 879 $211K Add +0.7%

Portfolio Sells Q3 2024 → Q4 2024
SCHB Schwab US Broad Market ETF Reduce -3.8% 39.51% −1.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -17.7% 0.94% −0.19
AGG iShares Core U.S. Aggregate Reduce -27.9% 0.26% −0.12
IWD iShares Russell 1000 Value E Reduce -26.1% 0.17% −0.07
LOW Lowe's Cos Inc. Reduce -0.3% 0.08% −0.01

Portfolio Buys Q3 2024 → Q4 2024
VGIT Vanguard Intermediate-Term T Add +18.3% 8.74% +0.96
VMBS Vanguard Mortgage-Backed Sec Add +14.9% 7.87% +0.66
VCIT Vanguard Int-Term Corporate Add +11.2% 12.23% +0.64
NVDA Nvidia Corp. New 0.11% +0.11
PTF Invesco Dorsey Wright Tech New 0.06% +0.06
MSFT Microsoft Corp. New 0.06% +0.06
AAPL Apple Inc. Add +17.1% 0.25% +0.05
VTI VG Morningstar TS MKT ETF-US Add +0.6% 0.31% +0.01
SMBK Smartfinancial Inc. Add +0.2% 0.10% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +0.7% 0.06% +0.00
VIG Vanguard Dividend Apprec ETF Add +0.8% 0.30% −0.00
VEU Vanguard Ftse All-World Ex-U Add +1.6% 0.14% −0.01
SCHD Schwab US DVD Equity ETF Add +4.0% 10.79% −0.02
IJR iShares Core S&P Small-Cap E Add +0.8% 5.42% −0.09
SCHF Schwab Intl Equity ETF Add +3.8% 12.62% −1.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 31$468.6MSCHB, SCHF, VCIT, SCHD, VGIT
Q1 2026 168$425.8MSCHB, SCHF, VCIT, SCHD, VGIT
Q4 2025 24$410.0MSCHB, SCHF, VCIT, SCHD, VGIT
Q2 2025 22$377.5MSCHB, SCHF, VCIT, SCHD, VGIT
Q1 2025 17$360.2MSCHB, SCHF, VCIT, SCHD, VGIT
Q4 2024 20$365.8MSCHB, SCHF, VCIT, SCHD, VGIT
Q3 2024 17$362.2MSCHB, SCHF, VCIT, SCHD, VGIT
Q2 2024 16$334.0MSCHB, SCHF, VCIT, SCHD, VGIT
Q1 2024 18$327.4MSCHB, SCHF, VCIT, SCHD, VGIT