0001762294-23-000001.txt : 20230202
0001762294-23-000001.hdr.sgml : 20230202
20230202145311
ACCESSION NUMBER: 0001762294-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230202
DATE AS OF CHANGE: 20230202
EFFECTIVENESS DATE: 20230202
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: 23580306
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
X0202
13F-HR
LIVE
false
true
false
0001762294
XXXXXXXX
12-31-2022
12-31-2022
Evergreen Advisors, LLC
1206 POINTE CENTRE DRIVE
SUITE 160
CHATTANOOGA
TN
37421
13F HOLDINGS REPORT
028-18975
000149861
801-70106
N
Jayme O'Donnell
Chief Compliance Officer
423-933-1824
Jayme O'Donnell
Chattanooga
TN
02-02-2023
0
16
251988185
false
INFORMATION TABLE
2
q42023.xml
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
29686950
383008
SH
SOLE
0
0
383008
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
28842909
381823
SH
SOLE
0
0
381823
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
20258904
445055
SH
SOLE
0
0
445055
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
770391
4029
SH
SOLE
0
0
4029
ISHARES TR
CORE US AGGBD ET
464287226
2494875
25723
SH
SOLE
0
0
25723
ISHARES TR
CORE S&P SCP ETF
464287804
13832133
146155
SH
SOLE
0
0
146155
TESLA INC
COM
88160R101
207805
1687
SH
SOLE
0
0
1687
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
22333161
381894
SH
SOLE
0
0
381894
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
916438
6035
SH
SOLE
0
0
6035
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
33800751
1049387
SH
SOLE
0
0
1049387
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
405097
8079
SH
SOLE
0
0
8079
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
93216095
2080252
SH
SOLE
0
0
2080252
ISHARES TR
RUS 1000 VAL ETF
464287598
764468
5041
SH
SOLE
0
0
5041
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3588847
9384
SH
SOLE
0
0
9384
SMARTFINANCIAL INC
COM NEW
83190L208
313748
11409
SH
SOLE
0
0
11409
APPLE INC
COM
037833100
555613
4276
SH
SOLE
0
0
4276