Instuitional Investor - Evergreen Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Evergreen Wealth Management, Llc
Portfolio Value $135,976,324
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds
45,089 $7,683,129 5.65%
2.
Vanguard Whitehall Funds
66,461 $7,419,063 5.45%
3. BND 89,134 $6,865,095 5.04%
4.
Vanguard Index Fds
25,202 $5,978,482 4.39%
5.
J P Morgan Exchange Traded F
106,142 $5,835,709 4.29%