13F-HR filed by Evergreen Advisors, LLC
Evergreen Advisors, LLC filed this 13F-HR for the quarter ended 2021-12-31, filed 2022-02-03, with 12 holding rows worth $293,120,000.
- Accession
- 0001762294-22-000001
- Filer
- CIK 1762294
- Filed
- 2022-02-03
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2021
A holdings report, 13 entries on the cover page, a total value of $293,120,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $293,120,000 with VALUE read as thousands by filing date, 13F file number 028-18975. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 988,458 | $111,706,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 774,693 | $88,377,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 963,137 | $37,437,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 74,554 | $35,410,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 134,710 | $15,426,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 7,324 | $1,258,000 | thousands by filing date | |
| VTI | 922908769 | COM | 4,026 | $972,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 4,246 | $713,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 4,007 | $711,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 7,494 | $459,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 408 | $431,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 864 | $220,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001762294-22-000001 | this filing | 2022-02-03 | acceptance time not in the bulk data set |