Evergreen Advisors, LLC

Est. AUM

$425.7M

13F long equity, this entity only

Positions

167

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US BRD MKT ETF	$157.6M	6280152	37.02%	SOLE
2	SCHWAB STRATEGIC TR	INTL EQTY ETF	$61.2M	2470899	14.36%	SOLE
3	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$50.9M	614910	11.95%	SOLE
4	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$47.6M	1551080	11.18%	SOLE
5	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$34.6M	580530	8.12%	SOLE
6	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$32.5M	692834	7.64%	SOLE
7	ISHARES TR	CORE S&P SCP ETF	$22.7M	182591	5.33%	SOLE
8	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.0M	4599	0.70%	SOLE
9	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.5M	6895	0.35%	SOLE
10	APPLE INC	COM	$1.1M	4240	0.25%	SOLE
11	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.0M	20050	0.23%	SOLE
12	ISHARES TR	RUS 1000 VAL ETF	$882K	4128	0.21%	SOLE
13	VANGUARD INDEX FDS	TOTAL STK MKT	$854K	2663	0.20%	SOLE
14	ISHARES TR	CORE US AGGBD ET	$804K	8101	0.19%	SOLE
15	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$738K	9831	0.17%	SOLE
16	SCHWAB STRATEGIC TR	US LCAP VA ETF	$698K	22894	0.16%	SOLE
17	BROADCOM INC	COM	$544K	1759	0.13%	SOLE
18	SMARTFINANCIAL INC	COM NEW	$463K	11836	0.11%	SOLE
19	NVIDIA CORPORATION	COM	$343K	1968	0.08%	SOLE
20	LOWES COS INC	COM	$333K	1410	0.08%	SOLE
21	ALPHABET INC	CAP STK CL A	$296K	1028	0.07%	SOLE
22	VANGUARD INDEX FDS	SMALL CP ETF	$235K	898	0.06%	SOLE
23	VANGUARD INDEX FDS	GROWTH ETF	$218K	499	0.05%	SOLE
24	MICROSOFT CORP	COM	$211K	571	0.05%	SOLE
25	HOME DEPOT INC	COM	$204K	620	0.05%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$190K	396	0.04%	SOLE
27	ISHARES TR	U.S. TECH ETF	$188K	1038	0.04%	SOLE
28	AMAZON COM INC	COM	$170K	818	0.04%	SOLE
29	WALMART INC	COM	$160K	1288	0.04%	SOLE
30	CHEVRON CORPORATION	COM	$149K	720	0.03%	SOLE
31	CATERPILLAR INC	COM	$149K	210	0.03%	SOLE
32	PINNACLE FINL PARTNERS INC	COM	$138K	1604	0.03%	SOLE
33	PNC FINL SVCS GROUP INC	COM	$137K	660	0.03%	SOLE
34	GE AEROSPACE	COM NEW	$135K	476	0.03%	SOLE
35	JPMORGAN CHASE & CO	COM	$129K	439	0.03%	SOLE
36	ELI LILLY & CO	COM	$118K	128	0.03%	SOLE
37	PALANTIR TECHNOLOGIES INC	CL A	$117K	800	0.03%	SOLE
38	ISHARES TR	RUS 1000 GRW ETF	$115K	269	0.03%	SOLE
39	ORACLE CORP	COM	$110K	751	0.03%	SOLE
40	INTEL CORP	COM	$102K	2313	0.02%	SOLE
41	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$102K	692	0.02%	SOLE
42	GE VERNOVA INC	COM	$100K	115	0.02%	SOLE
43	MOHAWK INDS INC	COM	$98K	1000	0.02%	SOLE
44	UNITED CMNTY BKS BLAIRSVLE G	COM	$93K	2949	0.02%	SOLE
45	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$91K	268	0.02%	SOLE
46	JOHNSON & JOHNSON	COM	$90K	367	0.02%	SOLE
47	ALPHABET INC	CAP STK CL C	$87K	305	0.02%	SOLE
48	ISHARES TR	CORE S&P500 ETF	$83K	127	0.02%	SOLE
49	CITIGROUP INC	COM NEW	$81K	712	0.02%	SOLE
50	BILL HOLDINGS INC	COM	$77K	2000	0.02%	SOLE

1–50 of 167

1 / 4

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.