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| Name: |
Evergreen Advisors LLC |
| City: |
Chattanooga |
| State: |
TN |
| Zip: |
37421 |
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data |
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| Holdings
Found :
18 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHB |
Schwab Strategic Trust |
1 |
- |
$59.37 |
$122,857,000 |
2,206,888 |
39.87% |
13,925,000 |
21,689 |
1.127 |
Closed - End Fund - Debt |
|
|
SCHF |
Schwab Strategic Trust |
2 |
- |
$38.20 |
$42,463,000 |
1,148,878 |
13.78% |
4,480,000 |
30,420 |
0.128 |
Closed - End Fund - Debt |
|
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VCIT |
Vanguard Intermediate-Term |
3 |
- |
$78.68 |
$36,474,000 |
448,747 |
11.84% |
4,530,000 |
28,318 |
0.107 |
Closed - End Fund - Debt |
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SCHD |
Schwab US Dividend Equity ETF |
4 |
- |
$77.92 |
$32,084,000 |
421,435 |
10.41% |
2,708,000 |
6,287 |
0.14 |
N/A |
|
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VGIT |
Vanguard Intermediate -Ter |
5 |
- |
$57.37 |
$23,809,000 |
401,366 |
7.73% |
746,000 |
-2,186 |
0.045 |
Closed - End Fund - Debt |
|
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VMBS |
Vanguard Mortgage-Backed S |
6 |
- |
$44.45 |
$22,440,000 |
484,030 |
7.28% |
1,432,000 |
4,173 |
0.054 |
Closed - End Fund - Debt |
|
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IJR |
iShares Core S&P Small-Cap |
7 |
- |
$106.41 |
$17,401,000 |
160,747 |
5.65% |
2,557,000 |
3,388 |
0.027 |
Closed - End Fund - E... |
|
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SPY |
Standard & Poors Depository... |
8 |
- |
$510.06 |
$3,655,000 |
7,689 |
1.19% |
320,000 |
-113 |
0 |
Closed - End Fund - E... |
|
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AGG |
iShares Barclays Agency Bond |
9 |
- |
$95.62 |
$2,218,000 |
22,348 |
0.72% |
64,000 |
-561 |
0 |
Closed - End Fund - E... |
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VIG |
Vanguard Dividend Appreciat... |
10 |
- |
$177.20 |
$1,037,000 |
6,086 |
0.34% |
91,000 |
-5 |
0.002 |
Closed - End Fund - Debt |
|
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VTI |
Vanguard Total Stock Market... |
11 |
- |
$252.77 |
$899,000 |
3,790 |
0.29% |
97,000 |
16 |
0 |
Closed - End Fund - E... |
|
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IWD |
iShares Russell 1000 Value |
12 |
- |
$173.85 |
$796,000 |
4,818 |
0.26% |
65,000 |
0 |
0.002 |
Closed - End Fund - E... |
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AAPL |
Apple Inc |
13 |
- |
$173.50 |
$742,000 |
3,855 |
0.24% |
-7,000 |
-522 |
0 |
Personal Computers |
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VEU |
Vanguard FTSE All-World ETF |
14 |
- |
$57.31 |
$469,000 |
8,360 |
0.15% |
42,000 |
125 |
0.002 |
Closed - End Fund - F... |
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LOW |
Lowes Companies Inc |
15 |
- |
$230.94 |
$304,000 |
1,364 |
0.1% |
20,000 |
0 |
0 |
Home Improvement Stores |
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SMBK |
SmartFinancial Inc |
16 |
- |
$20.60 |
$283,000 |
11,566 |
0.09% |
37,000 |
43 |
0.076 |
Domestic Regional Banks |
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AMZN |
Amazon.com Inc |
17 |
- |
$180.96 |
$237,000 |
1,560 |
0.08% |
237,000 |
1,560 |
0 |
Internet Software & S... |
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TSLA |
Tesla Motors Inc |
18 |
Closed |
$194.05 |
$0 |
0 |
0% |
-381,000 |
-1,522 |
0 |
Auto Manufacturers |
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