Instuitional Investor - Evergreen Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Evergreen Wealth Management, Llc |
| Portfolio Value | $135,976,324 |
Top 13F Holdings
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% |
