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 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