0001762294-21-000002.txt : 20211103 0001762294-21-000002.hdr.sgml : 20211103 20211103171908 ACCESSION NUMBER: 0001762294-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211103 DATE AS OF CHANGE: 20211103 EFFECTIVENESS DATE: 20211103 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: 211376608 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 13F-HR LIVE false true false 0001762294 XXXXXXXX 09-30-2021 09-30-2021 Evergreen Advisors, LLC

1206 POINTE CENTRE DRIVE SUITE 160 CHATTANOOGA TN 37421

13F HOLDINGS REPORT 028-18975 N Jayme O'Donnell 423-933-1824 Jayme O'Donnell Chatanooga TN 11-03-2021 0 16 280904 false INFORMATION TABLE 2 q32021.xml SPDR S&P 500 ETF TR TR UNIT 78462F103 32679 76149 SH SOLE 0 0 76149 APPLE INC COM 037833100 567 4004 SH SOLE 0 0 4004 ISHARES TR CORE S&P SCP ETF 464287804 14560 133349 SH SOLE 0 0 133349 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 102989 991618 SH SOLE 0 0 991618 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 647 10617 SH SOLE 0 0 10617 ISHARES TR RUS 1000 VAL ETF 464287598 757 4836 SH SOLE 0 0 4836 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1155 7518 SH SOLE 0 0 7518 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 36131 933609 SH SOLE 0 0 933609 VANGUARD INDEX FDS MID CAP ETF 922908629 204 861 SH SOLE 0 0 861 VANGUARD INDEX FDS SMALL CP ETF 922908751 342 1563 SH SOLE 0 0 1563 VANGUARD INDEX FDS TOTAL STK MKT 922908769 891 4011 SH SOLE 0 0 4011 ISHARES TR CORE US AGGBD ET 464287226 89137 776248 SH SOLE 0 0 776248 TESLA INC COM 88160R101 297 383 SH SOLE 0 0 383 SMARTFINANCIAL INC COM NEW 83190L208 291 11263 SH SOLE 0 0 11263 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 257 4699 SH SOLE 0 0 4699