EA

Evolution Advisers, Inc.

13F
Evolution Advisers, Inc.
Last update 2025-05-09 161 Stocks (5 new)
Value $190.00 Mil Turnover 8 %
Countries:
Top Holdings: VEA(15.05%)VUG(13.45%)VTV(11.61%)BNDX(11.04%)BSV(8.26%)
Summary Stock Picks Current Portfolio
Evolution Advisers, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VEA
Vanguard FTSE Developed Markets ETF
568,591
28,620.0
+4.13%
15.050
+0.60%
0.020
+11.22%
+19.78%
160,177.0
 
VUG
Vanguard Growth ETF
74,097
25,580.0
+8.43%
13.450
+1.05%
0.020
+27.20%
+8.98%
164,247.8
 
VTV
Vanguard Value ETF
132,524
22,080.0
+6.04%
11.610
+0.66%
0.020
+10.19%
+5.65%
134,245.4
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
432,160
20,990.0
+3.01%
11.040
+0.32%
0.030
+0.14%
+0.69%
66,401.3
 
BSV
Vanguard Short-Term Bond ETF
202,818
15,710.0
+5.73%
8.260
+0.45%
0.050
+0.41%
+1.59%
38,474.6
 
VWO
Vanguard FTSE Emerging Markets ETF
250,907
11,270.0
+5.50%
5.930
+0.31%
0.010
+15.29%
+15.26%
85,768.1
 
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
198,088
9,120.0
+18.34%
4.800
+0.74%
0.040
+1.30%
+1.72%
14,467.6
 
BLV
Vanguard Long-Term Bond ETF
119,668
8,350.0
+24.27%
4.390
+0.86%
0.150
+1.78%
+0.15%
6,175.7
 
VB
Vanguard Small Cap ETF
30,085
6,400.0
+12.35%
3.370
+0.37%
0.010
+17.89%
+1.89%
61,525.5
 
BIV
Vanguard Intermediate-Term Bond ETF
83,898
6,340.0
+12.48%
3.330
+0.37%
0.030
+1.64%
+2.96%
23,199.8
 

Evolution Advisers, Inc.'s Historical Top Holdings Breakdowns

Evolution Advisers, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BND
Vanguard Total Bond Market ETF
2025-03-31
Reduce
Reduce
-1.44%
●
71.17 ($72.57) 73.66
$73.18
0.84%
Reduce -99.95%
20
-36,600
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+1.05%
●
369.1 ($404.54) 427.61
$447.28
10.57%
Add 8.43%
74,097
5,761
BLV
Vanguard Long-Term Bond ETF
2025-03-31
Add
Add
+0.86%
●
66.9 ($69.41) 71.57
$68.53
-1.27%
Add 24.27%
119,668
23,375
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.76%
●
507.05 ($540.58) 563.67
$577.95
6.91%
Reduce -50.56%
2,537
-2,594
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
2025-03-31
Add
Add
+0.74%
●
44.68 ($45.73) 46.49
$46.12
0.85%
Add 18.34%
198,088
30,694
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.66%
●
167.73 ($174.39) 179.21
$178.87
2.57%
Add 6.04%
132,524
7,543
NUDM
Nuveen ESG International Developed Markets Equity ETF
Nuveen ESG International Developed Markets Equity ETF
2025-03-31
Add
Add
+0.65%
●
29.75 ($31.76) 33.12
$35.51
11.81%
Add 27.14%
182,051
38,866
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.60%
●
47.4 ($50.6) 52.99
$57.28
13.20%
Add 4.13%
568,591
22,558
NUBD
NuShares ESG U.S. Aggregate Bond ETF
NuShares ESG U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.52%
●
21.49 ($21.92) 22.24
$22.10
0.84%
Add 63.04%
116,036
44,864
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+0.45%
●
76.94 ($77.63) 78.28
$78.50
1.12%
Add 5.73%
202,818
10,988

Evolution Advisers, Inc. Total Holding History ($B)

To

Evolution Advisers, Inc.'s Asset Allocation

To

Evolution Advisers, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Evolution Advisers, Inc.'s Hypothetical Growth since 2025-03-31

Evolution Advisers, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Evolution Advisers, Inc.'s Holdings Heat Map

Size field:

Evolution Advisers, Inc.'s Holdings Bubble Chart

Evolution Advisers, Inc. News

  • 1

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