Evergreen Advisors, LLC: 13F holdings
CIK 17622942026Q2
| Positions | 31 |
|---|---|
| Reported value | $468.6m |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHB SCHWAB STRATEGIC TR | 6,300,530 | $182.5m | 38.9% |
| SCHF SCHWAB STRATEGIC TR | 2,478,368 | $68.7m | 14.7% |
| VCIT VANGUARD SCOTTSDALE FDS | 637,756 | $52.7m | 11.2% |
| SCHD SCHWAB STRATEGIC TR | 1,568,137 | $49.7m | 10.6% |
| VGIT VANGUARD SCOTTSDALE FDS | 601,308 | $35.5m | 7.6% |
| VMBS VANGUARD SCOTTSDALE FDS | 714,446 | $33.4m | 7.1% |
| IJR ISHARES TR | 185,830 | $27.6m | 5.9% |
| SPY STATE STR SPDR S&P 500 ETF T | 4,538 | $3.4m | 0.7% |
| SCHV SCHWAB STRATEGIC TR | 65,818 | $2.3m | 0.5% |
| VIG VANGUARD SPECIALIZED FUNDS | 6,883 | $1.6m | 0.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1762294")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.