Evergreen Wealth Management, LLC

Q4 2022 13F Holdings Report, Stock Holdings

Signature - Title
David C. Bensch - Chief Compliance Officer
Location
Williamston, MI
Holdings as of
31 Dec 2022
Value $
$108M
Num holdings
63
Filing time
14 Feb 2023, 11:18:43 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VGSH, VIG, VYM, SCHD, and BND.
Next filing
Q1 2023 - 25 Apr 2023
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
David C. Bensch Chief Compliance Officer Williamston, Michigan 14 Feb 2023