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Home > Institutional Investor > Evergreen Wealth Management, Llc > Profile

Instuitional Investor - Evergreen Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Evergreen Wealth Management, Llc
Portfolio Value $198,587,593
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
 66,018 $14,509,472 7.31%
2.
Vanguard Index Fds
 31,494 $10,558,995 5.32%
3.
Vanguard Bond Index Funds
 BND 151,656 $10,543,135 5.31%
4.
Vanguard Whitehall Funds
 70,844 $10,167,502 5.12%
5.
Alphabet Inc.
 GOOGL 29,219 $9,145,656 4.61%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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