0001762294-22-000004.txt : 20220729
0001762294-22-000004.hdr.sgml : 20220729
20220729120942
ACCESSION NUMBER: 0001762294-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220729
DATE AS OF CHANGE: 20220729
EFFECTIVENESS DATE: 20220729
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: 221118877
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
06-30-2022
06-30-2022
Evergreen Advisors, LLC
1206 POINTE CENTRE DRIVE
SUITE 160
CHATTANOOGA
TN
37421
13F HOLDINGS REPORT
028-18975
N
Jayme O'Donnell
Chief Compliance Officer
423-933-1824
Jayme O'Donnell
Chattanooga
TN
07-29-2022
0
14
248415
false
INFORMATION TABLE
2
q22022.xml
SPDR S&P 500 ETF TR
TR UNIT
78462F103
28547
75670
SH
SOLE
0
0
75670
APPLE INC
COM
037833100
570
4166
SH
SOLE
0
0
4166
ISHARES TR
CORE S&P SCP ETF
464287804
13032
141024
SH
SOLE
0
0
141024
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
90127
2039533
SH
SOLE
0
0
2039533
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
396
7935
SH
SOLE
0
0
7935
ISHARES TR
RUS 1000 VAL ETF
464287598
830
5722
SH
SOLE
0
0
5722
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1104
7697
SH
SOLE
0
0
7697
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
31714
1008388
SH
SOLE
0
0
1008388
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
765
4054
SH
SOLE
0
0
4054
ISHARES TR
CORE US AGGBD ET
464287226
80316
789891
SH
SOLE
0
0
789891
TESLA INC
COM
88160R101
271
402
SH
SOLE
0
0
402
SMARTFINANCIAL INC
COM NEW
83190L208
274
11350
SH
SOLE
0
0
11350
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
469
9391
SH
SOLE
0
0
9391