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Evergreen Advisors, LLC

Q2 2020 Holdings

Filed 2020-07-17 | 12 holdings | $206.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$72.1K981,69135.0%
Ishares TR(AGG)CORE US AGGBD ET464287226$67.2K568,87332.6%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$37.6K122,00718.2%
Schwab Strategic TR(SCHF)INTL EQTY ETF808524805$25.3K850,89012.3%
Ishares TR(SHV)SHORT TREAS BD464288679$1.2K11,1910.6%
Vanguard Specialized Funds(VIG)DIV APP ETF921908844$8607,3430.4%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$6654,2480.3%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$53611,2530.3%
Apple Inc(AAPL)COM037833100$2577060.1%
Vanguard Index FDS(VB)SMALL CP ETF922908751$2231,5290.1%
Smartfinancial Inc(SMBK)COM NEW83190L208$18011,1050.1%
Orbcomm Inc(ORBC)COM68555P100$3910,0000.0%