SEC Form 13F

Evergreen Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-05
Reported value$468,561,299
Positions31

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$182,463,3436,300,530
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$68,650,8022,478,368
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$52,710,512637,756
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$49,725,6401,568,137
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$35,465,161601,308
VANGUARD SCOTTSDALE FDSVMBSMTG-BKD SECS ETF$33,443,218714,446
ISHARES TRIJRCORE S&P SCP ETF$27,560,379185,830
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$3,388,8424,538
SCHWAB STRATEGIC TRSCHVUS LCAP VA ETF$2,291,12565,818
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$1,628,6666,883

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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