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Evergreen Advisors, LLC

Q4 2021 Holdings

Filed 2022-02-03 | 12 holdings | $293.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$111.7K988,45838.1%
Ishares TR(AGG)CORE US AGGBD ET464287226$88.4K774,69330.2%
Schwab Strategic TR(SCHF)INTL EQTY ETF808524805$37.4K963,13712.8%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$35.4K74,55412.1%
Ishares TR(IJR)CORE S&P SCP ETF464287804$15.4K134,7105.3%
Vanguard Specialized Funds(VIG)DIV APP ETF921908844$1.3K7,3240.4%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$9724,0260.3%
Ishares TR(IWD)RUS 1000 VAL ETF464287598$7134,2460.2%
Apple Inc(AAPL)COM037833100$7114,0070.2%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$4597,4940.2%
Tesla Inc(TSLA)COM88160R101$4314080.1%
Vanguard Index FDS(VO)MID CAP ETF922908629$2208640.1%