Evergreen Advisors, LLC Portfolio Holdings
Evergreen Advisors, LLC
- $334 Million
- Q2 2024
Evergreen Advisors, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $334 Million distributed in 16 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $137M, Schwab Strategic Tr Intl Eqty with a value of $45.1M, Vanguard Intermediate Term Cor with a value of $38.9M, Schwab Strategic Tr Us Dividen with a value of $34.6M, and Vanguard Intermediate Term Tre with a value of $26.2M.
Examining the 13F form we can see an increase of $6.61M in the current position value, from $327M to 334M.
Below you can find more details about Evergreen Advisors, LLC portfolio as well as his latest detailed transactions.