Evergreen Advisors, LLC

Institutional manager (13F) · CIK 1762294

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $423M

#	Issuer	Value	Shares
1	SCHWAB STRATEGIC TR	$158M	6,280,152
2	SCHWAB STRATEGIC TR	$61M	2,470,899
3	VANGUARD SCOTTSDALE FDS	$51M	614,910
4	SCHWAB STRATEGIC TR	$48M	1,551,080
5	VANGUARD SCOTTSDALE FDS	$35M	580,530
6	VANGUARD SCOTTSDALE FDS	$33M	692,834
7	ISHARES TR	$23M	182,591
8	STATE STR SPDR S&P 500 ETF T	$3M	4,599
9	VANGUARD SPECIALIZED FUNDS	$1M	6,895
10	APPLE INC	$1M	4,240
11	VANGUARD MUN BD FDS	$1M	20,050
12	ISHARES TR	$882k	4,128
13	VANGUARD INDEX FDS	$854k	2,663
14	ISHARES TR	$804k	8,101
15	VANGUARD INTL EQUITY INDEX F	$738k	9,831
16	SCHWAB STRATEGIC TR	$698k	22,894
17	BROADCOM INC	$544k	1,759
18	SMARTFINANCIAL INC	$463k	11,836
19	NVIDIA CORPORATION	$343k	1,968
20	LOWES COS INC	$333k	1,410
21	ALPHABET INC	$296k	1,028
22	VANGUARD INDEX FDS	$235k	898
23	VANGUARD INDEX FDS	$218k	499
24	MICROSOFT CORP	$211k	571
25	HOME DEPOT INC	$204k	620
26	BERKSHIRE HATHAWAY INC DEL	$190k	396
27	ISHARES TR	$188k	1,038
28	AMAZON COM INC	$170k	818
29	WALMART INC	$160k	1,288
30	CHEVRON CORPORATION	$149k	720
31	CATERPILLAR INC	$149k	210
32	PINNACLE FINL PARTNERS INC	$138k	1,604
33	PNC FINL SVCS GROUP INC	$137k	660
34	GE AEROSPACE	$135k	476
35	JPMORGAN CHASE & CO	$129k	439
36	ELI LILLY & CO	$118k	128
37	PALANTIR TECHNOLOGIES INC	$117k	800
38	ISHARES TR	$115k	269
39	ORACLE CORP	$110k	751
40	VANGUARD WHITEHALL FDS	$102k	692
41	INTEL CORP	$102k	2,313
42	GE VERNOVA INC	$100k	115
43	MOHAWK INDS INC	$98k	1,000
44	UNITED CMNTY BKS BLAIRSVLE G	$93k	2,949
45	TAIWAN SEMICONDUCTOR MANUFAC	$91k	268
46	JOHNSON & JOHNSON	$90k	367
47	ALPHABET INC	$87k	305
48	ISHARES TR	$83k	127
49	CITIGROUP INC	$81k	712
50	BILL HOLDINGS INC	$77k	2,000

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.