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Evergreen Advisors, LLC

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13F filer, CIK 1762294, CHATTANOOGA, TN

Evergreen Advisors, LLC reported $410,036,262 across 24 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-05. Its ten largest share positions make up 98.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001762294-26-000001

Period
2025-12-31
Reported value
$410M
Holdings
24
Top 10 weight
98.37%
New
Sold out

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001762294-26-000001, largest first. % of portfolio is the value over $410,036,262, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206,318 shares; 2024Q4: 6,366,873 shares; 2025Q1: 6,274,467 shares; 2025Q2: 6,170,240 shares; 2025Q3: not loaded; 2025Q4: 6,167,435 shares 6,167,435$162M39.45%Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202,788 shares; 2024Q4: 2,496,042 shares; 2025Q1: 2,460,423 shares; 2025Q2: 2,419,768 shares; 2025Q3: not loaded; 2025Q4: 2,450,245 shares 2,450,245$58.9M14.37%Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,240 shares; 2024Q4: 557,423 shares; 2025Q1: 571,724 shares; 2025Q2: 564,549 shares; 2025Q3: not loaded; 2025Q4: 583,718 shares 583,718$48.9M11.92%Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,099 shares; 2024Q4: 1,445,156 shares; 2025Q1: 1,440,267 shares; 2025Q2: 1,444,389 shares; 2025Q3: not loaded; 2025Q4: 1,517,678 shares 1,517,678$41.6M10.15%Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,821 shares; 2024Q4: 551,001 shares; 2025Q1: 552,207 shares; 2025Q2: 543,032 shares; 2025Q3: not loaded; 2025Q4: 559,518 shares 559,518$33.5M8.18%Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,364 shares; 2024Q4: 634,610 shares; 2025Q1: 644,467 shares; 2025Q2: 645,774 shares; 2025Q3: not loaded; 2025Q4: 665,812 shares 665,812$31.3M7.64%Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,633 shares; 2024Q4: 171,964 shares; 2025Q1: 170,182 shares; 2025Q2: 169,036 shares; 2025Q3: not loaded; 2025Q4: 177,537 shares 177,537$21.3M5.2%Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,123 shares; 2024Q4: 5,864 shares; 2025Q1: 5,253 shares; 2025Q2: 5,232 shares; 2025Q3: not loaded; 2025Q4: 5,120 shares 5,120$3.49M0.85%Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,604 shares; 2024Q4: 5,648 shares; 2025Q1: 5,674 shares; 2025Q2: 5,673 shares; 2025Q3: not loaded; 2025Q4: 5,804 shares 5,804$1.28M0.31%Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 3,636 shares; 2025Q1: 3,478 shares; 2025Q2: 3,545 shares; 2025Q3: not loaded; 2025Q4: 4,271 shares 4,271$1.16M0.28%Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,874 shares; 2025Q1: 3,888 shares; 2025Q2: 3,888 shares; 2025Q3: not loaded; 2025Q4: 2,699 shares 2,699$905K0.22%Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 3,309 shares; 2025Q1: 4,082 shares; 2025Q2: 4,228 shares; 2025Q3: not loaded; 2025Q4: 4,128 shares 4,128$868K0.21%Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,507 shares; 2024Q4: 9,742 shares; 2025Q1: 9,439 shares; 2025Q2: 9,035 shares; 2025Q3: not loaded; 2025Q4: 8,101 shares 8,101$809K0.2%Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,490 shares; 2024Q4: 8,629 shares; 2025Q1: 9,830 shares; 2025Q2: 9,899 shares; 2025Q3: not loaded; 2025Q4: 9,816 shares 9,816$722K0.18%Timeline
SCYBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,000 shares; 2025Q3: not loaded; 2025Q4: 24,010 shares 24,010$634K0.15%Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,759 shares 1,759$609K0.15%Timeline
SMBKSMARTFINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,680 shares; 2024Q4: 11,706 shares; 2025Q1: 11,732 shares; 2025Q2: 11,761 shares; 2025Q3: not loaded; 2025Q4: 11,812 shares 11,812$437K0.11%Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,069 shares; 2025Q1: 2,479 shares; 2025Q2: 1,622 shares; 2025Q3: not loaded; 2025Q4: 1,622 shares 1,622$303K0.07%Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 518 shares; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: not loaded; 2025Q4: 522 shares 522$252K0.06%Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 783 shares 783$245K0.06%Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 461 shares; 2025Q3: not loaded; 2025Q4: 499 shares 499$243K0.06%Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,185 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: not loaded; 2025Q4: 977 shares 977$236K0.06%Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 879 shares; 2025Q1: not reported; 2025Q2: 886 shares; 2025Q3: not loaded; 2025Q4: 895 shares 895$231K0.06%Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,038 shares 1,038$207K0.05%Timeline

How Q4 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 0001762294-26-000001 base2026-02-05acceptance time not in the bulk data set