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Evergreen Advisors, LLC

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13F filer, CIK 1762294, CHATTANOOGA, TN

Evergreen Advisors, LLC reported $377,486,198 across 22 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-04. Its ten largest share positions make up 98.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001762294-25-000005

Period
2025-06-30
Reported value
$377M
Holdings
22
Top 10 weight
98.56%
New
5
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCYBnew+22,000$584K
MSFTnew+522$260K
VBnew+886$210K
VUGnew+461$202K
VOnew+716$200K

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-104,227-$2.48M
SCHFreduced-40,655-$898K
VCITreduced-7,175-$595K
VGITreduced-9,175-$549K
NVDAreduced-857-$135K

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, Q2 2025

Share positions as resolved from 13F-HR 0001762294-25-000005, largest first. % of portfolio is the value over $377,486,198, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206,318 shares; 2024Q4: 6,366,873 shares; 2025Q1: 6,274,467 shares; 2025Q2: 6,170,240 shares 6,170,240$147M38.95%-104,227Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202,788 shares; 2024Q4: 2,496,042 shares; 2025Q1: 2,460,423 shares; 2025Q2: 2,419,768 shares 2,419,768$53.5M14.17%-40,655Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,240 shares; 2024Q4: 557,423 shares; 2025Q1: 571,724 shares; 2025Q2: 564,549 shares 564,549$46.8M12.4%-7,175Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,099 shares; 2024Q4: 1,445,156 shares; 2025Q1: 1,440,267 shares; 2025Q2: 1,444,389 shares 1,444,389$38.3M10.14%+4,122Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,821 shares; 2024Q4: 551,001 shares; 2025Q1: 552,207 shares; 2025Q2: 543,032 shares 543,032$32.5M8.6%-9,175Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,364 shares; 2024Q4: 634,610 shares; 2025Q1: 644,467 shares; 2025Q2: 645,774 shares 645,774$29.9M7.93%+1,307Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,633 shares; 2024Q4: 171,964 shares; 2025Q1: 170,182 shares; 2025Q2: 169,036 shares 169,036$18.5M4.89%-1,146Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,123 shares; 2024Q4: 5,864 shares; 2025Q1: 5,253 shares; 2025Q2: 5,232 shares 5,232$3.23M0.86%-21Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,874 shares; 2025Q1: 3,888 shares; 2025Q2: 3,888 shares 3,888$1.18M0.31%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,604 shares; 2024Q4: 5,648 shares; 2025Q1: 5,674 shares; 2025Q2: 5,673 shares 5,673$1.16M0.31%-1Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,507 shares; 2024Q4: 9,742 shares; 2025Q1: 9,439 shares; 2025Q2: 9,035 shares 9,035$896K0.24%-404Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 3,309 shares; 2025Q1: 4,082 shares; 2025Q2: 4,228 shares 4,228$821K0.22%+146Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 3,636 shares; 2025Q1: 3,478 shares; 2025Q2: 3,545 shares 3,545$727K0.19%+67Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,490 shares; 2024Q4: 8,629 shares; 2025Q1: 9,830 shares; 2025Q2: 9,899 shares 9,899$665K0.18%+69Timeline
SCYBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,000 shares 22,000$584K0.15%newTimeline
SMBKSMARTFINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,680 shares; 2024Q4: 11,706 shares; 2025Q1: 11,732 shares; 2025Q2: 11,761 shares 11,761$397K0.11%+29Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 518 shares; 2025Q1: not reported; 2025Q2: 522 shares 522$260K0.07%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,069 shares; 2025Q1: 2,479 shares; 2025Q2: 1,622 shares 1,622$256K0.07%-857Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,185 shares; 2025Q1: 951 shares; 2025Q2: 951 shares 951$211K0.06%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 879 shares; 2025Q1: not reported; 2025Q2: 886 shares 886$210K0.06%newTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 461 shares 461$202K0.05%newTimeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 716 shares 716$200K0.05%newTimeline

How Q2 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 0001762294-25-000005 base2025-08-04acceptance time not in the bulk data set