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
Chief Compliance Officer
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