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Evergreen Advisors, LLC

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13F filer, CIK 1762294, CHATTANOOGA, TN

Evergreen Advisors, LLC reported $360,246,167 across 17 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-07. Its ten largest share positions make up 98.91% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001483467-25-000005

Period
2025-03-31
Reported value
$360M
Holdings
17
Top 10 weight
98.91%
New
0
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VCITadded+14,301$1.17M
VMBSadded+9,857$456K
IWDadded+773$145K
VEUadded+1,201$72.8K
VGITadded+1,206$71.6K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHBreduced-92,406-$1.99M
SCHFreduced-35,619-$705K
SPYreduced-611-$342K
PTFexited-3,150-$229K
MSFTexited-518-$218K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001483467-25-000005, largest first. % of portfolio is the value over $360,246,167, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206,318 shares; 2024Q4: 6,366,873 shares; 2025Q1: 6,274,467 shares 6,274,467$135M37.5%-92,406Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202,788 shares; 2024Q4: 2,496,042 shares; 2025Q1: 2,460,423 shares 2,460,423$48.7M13.51%-35,619Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,240 shares; 2024Q4: 557,423 shares; 2025Q1: 571,724 shares 571,724$46.7M12.98%+14,301Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,099 shares; 2024Q4: 1,445,156 shares; 2025Q1: 1,440,267 shares 1,440,267$40.3M11.18%-4,889Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,821 shares; 2024Q4: 551,001 shares; 2025Q1: 552,207 shares 552,207$32.8M9.11%+1,206Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,364 shares; 2024Q4: 634,610 shares; 2025Q1: 644,467 shares 644,467$29.8M8.28%+9,857Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,633 shares; 2024Q4: 171,964 shares; 2025Q1: 170,182 shares 170,182$17.8M4.94%-1,782Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,123 shares; 2024Q4: 5,864 shares; 2025Q1: 5,253 shares 5,253$2.94M0.82%-611Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,604 shares; 2024Q4: 5,648 shares; 2025Q1: 5,674 shares 5,674$1.1M0.31%+26Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,874 shares; 2025Q1: 3,888 shares 3,888$1.07M0.3%+14Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,507 shares; 2024Q4: 9,742 shares; 2025Q1: 9,439 shares 9,439$934K0.26%-303Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 3,636 shares; 2025Q1: 3,478 shares 3,478$773K0.21%-158Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 3,309 shares; 2025Q1: 4,082 shares 4,082$768K0.21%+773Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,490 shares; 2024Q4: 8,629 shares; 2025Q1: 9,830 shares 9,830$596K0.17%+1,201Timeline
SMBKSMARTFINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,680 shares; 2024Q4: 11,706 shares; 2025Q1: 11,732 shares 11,732$365K0.1%+26Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,069 shares; 2025Q1: 2,479 shares 2,479$269K0.07%-590Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,185 shares; 2025Q1: 951 shares 951$222K0.06%-234Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PTFINVESCO EXCHANGE TRADED FD T3,150$229Kshares
MSFTMICROSOFT CORP518$218Kshares
VBVANGUARD INDEX FDS879$211Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001483467-25-000005 base2025-05-07acceptance time not in the bulk data set