- New Purchases: IJR, IWD, VTEB,
- Added Positions: AGG, SCHF, VB,
- Reduced Positions: SPY, SCHB, VEU, VIG,
- Sold Out: SHV,
For the details of Evergreen Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/evergreen+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Evergreen Advisors, LLC- CSIM Schwab U.S. Broad Market ETF (SCHB) - 923,826 shares, 34.57% of the total portfolio. Shares reduced by 5.61%
- BTC iShares Core U.S. Aggregate Bond ETF (AGG) - 708,265 shares, 34.43% of the total portfolio. Shares added by 20.58%
- CSIM Schwab International Equity ETF (SCHF) - 871,232 shares, 12.90% of the total portfolio. Shares added by 1.89%
- SSGA SPDR S&P 500 (SPY) - 76,138 shares, 11.71% of the total portfolio. Shares reduced by 37.02%
- BTC iShares Core S&P Small-Cap ETF (IJR) - 123,288 shares, 4.66% of the total portfolio. New Position
Evergreen Advisors, LLC initiated holding in BTC iShares Core S&P Small-Cap ETF. The purchase prices were between $71.64 and $92.42, with an estimated average price of $82.15. The stock is now traded at around $99.900000. The impact to a portfolio due to this purchase was 4.66%. The holding were 123,288 shares as of 2020-12-31.
New Purchase: BTC iShares Russell 1000 Value ETF (IWD)Evergreen Advisors, LLC initiated holding in BTC iShares Russell 1000 Value ETF. The purchase prices were between $115.33 and $136.73, with an estimated average price of $127.98. The stock is now traded at around $141.030000. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,012 shares as of 2020-12-31.
New Purchase: Vanguard Tax-Exempt Bond ETF (VTEB)Evergreen Advisors, LLC initiated holding in Vanguard Tax-Exempt Bond ETF. The purchase prices were between $54.06 and $55.19, with an estimated average price of $54.61. The stock is now traded at around $55.130000. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,699 shares as of 2020-12-31.
Added: BTC iShares Core U.S. Aggregate Bond ETF (AGG)Evergreen Advisors, LLC added to a holding in BTC iShares Core U.S. Aggregate Bond ETF by 20.58%. The purchase prices were between $116.68 and $118.19, with an estimated average price of $117.49. The stock is now traded at around $117.250000. The impact to a portfolio due to this purchase was 5.88%. The holding were 708,265 shares as of 2020-12-31.
Sold Out: iShares Short Treasury Bond ETF (SHV)Evergreen Advisors, LLC sold out a holding in iShares Short Treasury Bond ETF. The sale prices were between $110.51 and $110.7, with an estimated average price of $110.62.
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