0001478179-23-000005.txt : 20230731 0001478179-23-000005.hdr.sgml : 20230731 20230731133226 ACCESSION NUMBER: 0001478179-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230731 DATE AS OF CHANGE: 20230731 EFFECTIVENESS DATE: 20230731 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Evergreen Advisors, LLC CENTRAL INDEX KEY: 0001762294 IRS NUMBER: 800270035 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18975 FILM NUMBER: 231126332 BUSINESS ADDRESS: STREET 1: 1206 POINTE CENTRE DRIVE STREET 2: SUITE 160 CITY: CHATTANOOGA STATE: TN ZIP: 37421 BUSINESS PHONE: 423-933-1814 MAIL ADDRESS: STREET 1: 1206 POINTE CENTRE DRIVE STREET 2: SUITE 160 CITY: CHATTANOOGA STATE: TN ZIP: 37421 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0001762294 XXXXXXXX 06-30-2023 06-30-2023 Evergreen Advisors, LLC

1206 POINTE CENTRE DRIVE SUITE 160 CHATTANOOGA TN 37421

13F HOLDINGS REPORT 028-18975 000149861 801-70106 N Jayme O'Donnell 423-933-1824 Jayme O'Donnell Chattanooga TN 07-31-2023 0 17 282961606 false INFORMATION TABLE 2 q22023.xml ISHARES TR CORE S&P SCP ETF 464287804 15223608 152771 SH SOLE 0 0 152771 ISHARES TR RUS 1000 VAL ETF 464287598 742590 4705 SH SOLE 0 0 4705 SPDR S&P 500 ETF TR TR UNIT 78462F103 3443399 7768 SH SOLE 0 0 7768 AMAZON COM INC COM 023135106 203362 1560 SH SOLE 0 0 1560 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 984880 6063 SH SOLE 0 0 6063 VANGUARD INDEX FDS TOTAL STK MKT 922908769 828165 3760 SH SOLE 0 0 3760 APPLE INC COM 037833100 830388 4281 SH SOLE 0 0 4281 ISHARES TR CORE US AGGBD ET 464287226 2385768 24357 SH SOLE 0 0 24357 SMARTFINANCIAL INC COM NEW 83190L208 247010 11484 SH SOLE 0 0 11484 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 445560 8189 SH SOLE 0 0 8189 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 32525824 411563 SH SOLE 0 0 411563 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 110636412 2139969 SH SOLE 0 0 2139969 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 38999622 1093959 SH SOLE 0 0 1093959 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 23559557 401629 SH SOLE 0 0 401629 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 21646987 470689 SH SOLE 0 0 470689 TESLA INC COM 88160R101 398414 1522 SH SOLE 0 0 1522 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 29860060 411182 SH SOLE 0 0 411182