Evergreen Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 8, 2024
Value $
$334M
Signature - Title
Jayme O'Donnell - Chief Compliance Officer
Location
1206 Pointe Centre Drive, Suite 160, Chattanooga, TN
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 16 $334M +$6.21M -$730K +$5.48M SCHB, SCHF, VCIT, SCHD, VGIT 13F-HR 8/8/2024, 02:43 PM
Q1 2024 18 $327M +$7.06M -$3.83M +$3.23M SCHB, SCHF, VCIT, SCHD, VGIT 13F-HR 5/3/2024, 01:15 PM
Q4 2023 17 $308M +$5.92M -$721K +$5.2M SCHB, SCHF, VCIT, SCHD, VGIT 13F-HR 2/7/2024, 12:08 PM
Q3 2023 17 $277M +$5.33M -$340K +$4.99M SCHB, SCHF, VCIT, SCHD, VGIT 13F-HR 11/3/2023, 02:58 PM
Q2 2023 17 $283M +$5.41M -$504K +$4.9M SCHB, SCHF, VCIT, SCHD, VGIT 13F-HR 7/31/2023, 01:32 PM
Q1 2023 16 $269M +$6.71M -$486K +$6.23M SCHB, SCHF, VCIT, SCHD, VGIT 13F-HR 5/5/2023, 02:41 PM
Q4 2022 16 $252M +$102M -$101M +$600K SCHB, SCHF, VCIT, SCHD, VGIT 13F-HR 2/2/2023, 02:53 PM
Q3 2022 13 $238M +$4.3M -$457K +$3.85M SCHB, AGG, SCHF, SPY, IJR 13F-HR 11/1/2022, 03:31 PM
Q2 2022 13 $248M +$1.24M -$627K +$610K SCHB, AGG, SCHF, SPY, IJR 13F-HR 7/29/2022, 12:09 PM
Q1 2022 13 $285M +$61M -$222K +$60.7M SCHB, AGG, SCHF, SPY, IJR 13F-HR 5/5/2022, 10:16 AM
Q4 2021 12 $293M +$1.33M -$2.51M -$1.17M SCHB, AGG, SCHF, SPY, IJR 13F-HR 2/2/2022, 06:37 PM
Q3 2021 15 $281M +$41.6M -$194K +$41.4M SCHB, AGG, SCHF, SPY, IJR 13F-HR 11/3/2021, 05:19 PM
Q2 2021 13 $231M $0 -$30.4M -$30.4M SCHB, AGG, SCHF, IJR, VIG 13F-HR 7/14/2021, 12:11 PM
Q1 2021 14 $261M +$10.4M -$151K +$10.3M SCHB, AGG, SCHF, SPY, IJR 13F-HR 5/10/2021, 05:08 PM
Q4 2020 14 $243M +$26.9M -$22.8M +$4.05M SCHB, AGG, SCHF, SPY, IJR 13F-HR 1/21/2021, 04:03 PM
Q3 2020 12 $219M +$2.66M -$787K +$1.87M SCHB, AGG, SPY, SCHF, SHV 13F-HR 11/2/2020, 01:41 PM
Q2 2020 12 $206M +$4.62M -$297K +$4.32M SCHB, AGG, SPY, SCHF, SHV 13F-HR 7/17/2020, 09:45 AM
Q1 2020 10 $178M +$97.3M -$71M +$26.3M AGG, SCHB, SPY, SCHF, SHV 13F-HR 4/28/2020, 04:34 PM
Q4 2019 18 $176M +$4.92M -$1.64M +$3.28M SCHB, SCHF, SCHA, ISTB, HYLB 13F-HR 2/10/2020, 04:20 PM
Q3 2019 17 $164M +$5.05M -$897K +$4.15M SCHB, SCHF, SCHA, ISTB, IAGG 13F-HR 10/16/2019, 03:09 PM
Q2 2019 16 $159M +$38M -$1.32M +$36.7M SCHB, SCHF, SCHA, ISTB, HYLB 13F-HR 7/17/2019, 09:38 AM
Q1 2019 15 $119M +$5.06M -$147K +$4.92M SCHB, SCHF, SCHA, MUB, UCB 13F-HR 4/16/2019, 03:51 PM
Q4 2018 15 $101M $0 $0 SCHB, SCHF, SCHA, MUB, UCB 13F-HR 1/24/2019, 02:56 PM