Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Evergreen Advisors, Llc > Profile

Instuitional Investor - Evergreen Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Evergreen Advisors, Llc
Portfolio Value $365,828,835
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 6,366,873 $144,528,009 39.5%
2.
Schwab Strategic Trust
 FNDF 2,496,042 $46,176,783 12.62%
3.
Vanguard Scottsdale Funds
 557,423 $44,744,369 12.23%
4.
Schwab Strategic Trust
 FNDF 1,445,156 $39,481,649 10.79%
5.
Vanguard Scottsdale Funds
 551,001 $31,958,031 8.73%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)