0001762294-22-000003.txt : 20220506 0001762294-22-000003.hdr.sgml : 20220506 20220505101634 ACCESSION NUMBER: 0001762294-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220505 DATE AS OF CHANGE: 20220505 EFFECTIVENESS DATE: 20220505 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: 22894666 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 03-31-2022 03-31-2022 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 Chattanooga TN 05-05-2022 0 14 284647 false INFORMATION TABLE 2 q12022.xml SPDR S&P 500 ETF TR TR UNIT 78462F103 34449 76275 SH SOLE 0 0 76275 APPLE INC COM 037833100 700 4009 SH SOLE 0 0 4009 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 108122 2025145 SH SOLE 0 0 2025145 ISHARES TR CORE S&P SCP ETF 464287804 15127 140224 SH SOLE 0 0 140224 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 474 8226 SH SOLE 0 0 8226 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 36650 998092 SH SOLE 0 0 998092 ISHARES TR RUS 1000 VAL ETF 464287598 809 4873 SH SOLE 0 0 4873 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1185 7310 SH SOLE 0 0 7310 VANGUARD INDEX FDS TOTAL STK MKT 922908769 919 4038 SH SOLE 0 0 4038 ISHARES TR CORE US AGGBD ET 464287226 84998 793634 SH SOLE 0 0 793634 TESLA INC COM 88160R101 440 408 SH SOLE 0 0 408 SMARTFINANCIAL INC COM NEW 83190L208 290 11320 SH SOLE 0 0 11320 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 484 9391 SH SOLE 0 0 9391