Notify me when Evergreen Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 24 | $410,036,262 | +$8,670,834 | -$869,255 | +$7,801,579 | SCHB, SCHF, VCIT, SCHD, VGIT | 13F-HR | 05 Feb 2026, 14:43 |
| Q2 2025 | 22 | $377,486,198 | +$1,673,458 | -$4,839,814 | -$3,166,356 | SCHB, SCHF, VCIT, SCHD, VGIT | 13F-HR | 04 Aug 2025, 12:27 |
| Q1 2025 | 17 | $360,246,167 | +$1,925,360 | -$4,200,611 | -$2,275,251 | SCHB, SCHF, VCIT, SCHD, VGIT | 13F-HR | 07 May 2025, 10:59 |
| Q4 2024 | 20 | $365,828,835 | +$159,550,265 | -$1,320,231 | +$158,230,034 | SCHB, SCHF, VCIT, SCHD, VGIT | 13F-HR | 05 Feb 2025, 14:21 |
| Q3 2024 | 17 | $362,159,160 | +$7,955,896 | -$245,103 | +$7,710,793 | SCHB, SCHF, VCIT, SCHD, VGIT | 13F-HR | 08 Nov 2024, 14:02 |
| Q2 2024 | 16 | $334,044,749 | +$6,207,359 | -$730,278 | +$5,477,081 | SCHB, SCHF, VCIT, SCHD, VGIT | 13F-HR | 08 Aug 2024, 14:43 |
| Q1 2024 | 18 | $327,432,029 | +$7,058,759 | -$3,831,689 | +$3,227,070 | SCHB, SCHF, VCIT, SCHD, VGIT | 13F-HR | 03 May 2024, 13:15 |
| Q4 2023 | 17 | $308,168,050 | +$5,921,170 | -$721,261 | +$5,199,909 | SCHB, SCHF, VCIT, SCHD, VGIT | 13F-HR | 07 Feb 2024, 12:08 |
| Q3 2023 | 17 | $277,206,163 | +$5,327,263 | -$339,532 | +$4,987,731 | SCHB, SCHF, VCIT, SCHD, VGIT | 13F-HR | 03 Nov 2023, 14:58 |
| Q2 2023 | 17 | $282,961,606 | +$5,406,090 | -$503,509 | +$4,902,581 | SCHB, SCHF, VCIT, SCHD, VGIT | 13F-HR | 31 Jul 2023, 13:32 |
| Q1 2023 | 16 | $269,368,892 | +$6,713,176 | -$486,358 | +$6,226,818 | SCHB, SCHF, VCIT, SCHD, VGIT | 13F-HR | 05 May 2023, 14:41 |
| Q4 2022 | 16 | $251,988,185 | +$101,816,474 | -$101,216,296 | +$600,178 | SCHB, SCHF, VCIT, SCHD, VGIT | 13F-HR | 02 Feb 2023, 14:53 |
| Q3 2022 | 13 | $237,588,000 | +$4,303,766 | -$456,999 | +$3,846,767 | SCHB, AGG, SCHF, SPY, IJR | 13F-HR | 01 Nov 2022, 15:31 |
| Q2 2022 | 13 | $248,415,000 | +$1,237,429 | -$627,395 | +$610,034 | SCHB, AGG, SCHF, SPY, IJR | 13F-HR | 29 Jul 2022, 12:09 |
| Q1 2022 | 13 | $284,647,000 | +$60,956,058 | -$222,269 | +$60,733,789 | SCHB, AGG, SCHF, SPY, IJR | 13F-HR | 05 May 2022, 10:16 |
| Q4 2021 | 12 | $293,120,000 | +$1,334,928 | -$2,505,742 | -$1,170,814 | SCHB, AGG, SCHF, SPY, IJR | 13F-HR | 02 Feb 2022, 18:37 |
| Q3 2021 | 15 | $280,904,000 | +$41,550,655 | -$193,618 | +$41,357,037 | SCHB, AGG, SCHF, SPY, IJR | 13F-HR | 03 Nov 2021, 17:19 |
| Q2 2021 | 13 | $230,554,000 | $0 | -$30,423,000 | -$30,423,000 | SCHB, AGG, SCHF, IJR, VIG | 13F-HR | 14 Jul 2021, 12:11 |
| Q1 2021 | 14 | $260,977,000 | +$10,420,347 | -$150,882 | +$10,269,465 | SCHB, AGG, SCHF, SPY, IJR | 13F-HR | 10 May 2021, 17:08 |
| Q4 2020 | 14 | $243,154,000 | +$26,895,643 | -$22,844,360 | +$4,051,283 | SCHB, AGG, SCHF, SPY, IJR | 13F-HR | 21 Jan 2021, 16:03 |
| Q3 2020 | 12 | $218,766,000 | +$2,655,741 | -$787,215 | +$1,868,526 | SCHB, AGG, SPY, SCHF, SHV | 13F-HR | 02 Nov 2020, 13:41 |
| Q2 2020 | 12 | $206,306,000 | +$4,616,749 | -$296,713 | +$4,320,036 | SCHB, AGG, SPY, SCHF, SHV | 13F-HR | 17 Jul 2020, 09:45 |
| Q1 2020 | 10 | $178,268,000 | +$97,253,098 | -$70,979,526 | +$26,273,572 | AGG, SCHB, SPY, SCHF, SHV | 13F-HR | 28 Apr 2020, 16:34 |
| Q4 2019 | 18 | $176,426,000 | +$4,921,663 | -$1,638,955 | +$3,282,708 | SCHB, SCHF, SCHA, ISTB, HYLB | 13F-HR | 10 Feb 2020, 16:20 |
| Q3 2019 | 17 | $163,657,000 | +$5,045,754 | -$896,803 | +$4,148,951 | SCHB, SCHF, SCHA, ISTB, IAGG | 13F-HR | 16 Oct 2019, 15:09 |
| Q2 2019 | 16 | $159,338,000 | +$37,988,586 | -$1,323,564 | +$36,665,022 | SCHB, SCHF, SCHA, ISTB, HYLB | 13F-HR | 17 Jul 2019, 09:38 |
| Q1 2019 | 15 | $118,749,000 | +$5,062,024 | -$147,013 | +$4,915,011 | SCHB, SCHF, SCHA, MUB, UCB | 13F-HR | 16 Apr 2019, 15:51 |
| Q4 2018 | 15 | $100,793,000 | $0 | $0 | $0 | SCHB, SCHF, SCHA, MUB, UCB | 13F-HR | 24 Jan 2019, 14:56 |