Fund Holdings

Evergreen Advisors, LLC

Filing Period:

Comparing Q4 2025 vs Q3 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 1–24 of 24 holdings (page size 100)
Issuer
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Change
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SCHWAB STRATEGIC TR06,167,435+6,167,4350161,771,823+161,771,823
SCHWAB STRATEGIC TR02,450,245+2,450,245058,903,879+58,903,879
VANGUARD SCOTTSDALE FDS0583,718+583,718048,886,384+48,886,384
SCHWAB STRATEGIC TR01,517,678+1,517,678041,629,902+41,629,902
VANGUARD SCOTTSDALE FDS0559,518+559,518033,531,899+33,531,899
VANGUARD SCOTTSDALE FDS0665,812+665,812031,346,411+31,346,411
ISHARES TR0177,537+177,537021,336,416+21,336,416
SPDR S&P 500 ETF TR05,120+5,12003,491,430+3,491,430
VANGUARD SPECIALIZED FUNDS05,804+5,80401,275,625+1,275,625
APPLE INC04,271+4,27101,161,060+1,161,060
VANGUARD INDEX FDS02,699+2,6990904,852+904,852
ISHARES TR04,128+4,1280868,284+868,284
ISHARES TR08,101+8,1010809,128+809,128
VANGUARD INTL EQUITY INDEX F09,816+9,8160722,050+722,050
SCHWAB STRATEGIC TR024,010+24,0100634,344+634,344
BROADCOM INC01,759+1,7590608,790+608,790
SMARTFINANCIAL INC011,812+11,8120436,943+436,943
NVIDIA CORPORATION01,622+1,6220302,507+302,507
MICROSOFT CORP0522+5220252,450+252,450
ALPHABET INC0783+7830245,079+245,079
VANGUARD INDEX FDS0499+4990243,311+243,311
LOWES COS INC0977+9770235,624+235,624
VANGUARD INDEX FDS0895+8950230,803+230,803
ISHARES TR01,038+1,0380207,268+207,268
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