0001762294-22-000008.txt : 20221101 0001762294-22-000008.hdr.sgml : 20221101 20221101153157 ACCESSION NUMBER: 0001762294-22-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221101 DATE AS OF CHANGE: 20221101 EFFECTIVENESS DATE: 20221101 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: 221349972 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 09-30-2022 09-30-2022 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 Chatanooga TN 11-01-2022 0 14 237588 false INFORMATION TABLE 2 q32022.xml SPDR S&P 500 ETF TR TR UNIT 78462F103 26743 74872 SH SOLE 0 0 74872 APPLE INC COM 037833100 591 4274 SH SOLE 0 0 4274 ISHARES TR CORE S&P SCP ETF 464287804 12658 145175 SH SOLE 0 0 145175 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 88092 2097918 SH SOLE 0 0 2097918 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 354 7981 SH SOLE 0 0 7981 ISHARES TR RUS 1000 VAL ETF 464287598 1329 9771 SH SOLE 0 0 9771 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1045 7735 SH SOLE 0 0 7735 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 29040 1032344 SH SOLE 0 0 1032344 VANGUARD INDEX FDS TOTAL STK MKT 922908769 731 4072 SH SOLE 0 0 4072 ISHARES TR CORE US AGGBD ET 464287226 75926 788106 SH SOLE 0 0 788106 TESLA INC COM 88160R101 346 1306 SH SOLE 0 0 1306 SMARTFINANCIAL INC COM NEW 83190L208 281 11382 SH SOLE 0 0 11382 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 452 9391 SH SOLE 0 0 9391