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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 :
6 |
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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 |
- |
$61.70 |
$131,956,000 |
2,161,447 |
40.3% |
9,099,000 |
-45,441 |
1.104 |
Closed - End Fund - Debt |
|
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SPY |
Standard & Poors Depository... |
8 |
- |
$530.06 |
$3,799,000 |
7,262 |
1.16% |
144,000 |
-427 |
0 |
Closed - End Fund - E... |
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AGG |
iShares Barclays Agency Bond |
9 |
- |
$96.68 |
$1,456,000 |
14,869 |
0.44% |
-762,000 |
-7,479 |
0 |
Closed - End Fund - E... |
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IWD |
iShares Russell 1000 Value |
12 |
- |
$178.43 |
$841,000 |
4,694 |
0.26% |
45,000 |
-124 |
0.002 |
Closed - End Fund - E... |
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AAPL |
Apple Inc |
13 |
- |
$191.04 |
$621,000 |
3,623 |
0.19% |
-121,000 |
-232 |
0 |
Personal Computers |
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AMZN |
Amazon.com Inc |
17 |
- |
$183.54 |
$242,000 |
1,340 |
0.07% |
5,000 |
-220 |
0 |
Internet Software & S... |
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