0001841767-23-000003.txt : 20230505
0001841767-23-000003.hdr.sgml : 20230505
20230505144145
ACCESSION NUMBER: 0001841767-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230505
DATE AS OF CHANGE: 20230505
EFFECTIVENESS DATE: 20230505
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: 23893122
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
03-31-2023
03-31-2023
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
05-05-2023
0
17
269368892
false
INFORMATION TABLE
2
q12023.xml
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
31822712
396693
SH
SOLE
0
0
396693
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
21195053
455318
SH
SOLE
0
0
455318
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
29024767
396730
SH
SOLE
0
0
396730
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
825658
4045
SH
SOLE
0
0
4045
ISHARES TR
CORE US AGGBD ET
464287226
2581973
25913
SH
SOLE
0
0
25913
ISHARES TR
CORE S&P SCP ETF
464287804
14475767
149698
SH
SOLE
0
0
149698
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
23340150
389262
SH
SOLE
0
0
389262
TESLA INC
COM
88160R101
349985
1687
SH
SOLE
0
0
1687
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
933826
6063
SH
SOLE
0
0
6063
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
37427161
1075493
SH
SOLE
0
0
1075493
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
432967
8097
SH
SOLE
0
0
8097
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
101865479
2128850
SH
SOLE
0
0
2128850
ISHARES TR
RUS 1000 VAL ETF
464287598
716383
4705
SH
SOLE
0
0
4705
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3406668
8321
SH
SOLE
0
0
8321
SMARTFINANCIAL INC
COM NEW
83190L208
264777
11442
SH
SOLE
0
0
11442
APPLE INC
COM
037833100
705566
4279
SH
SOLE
0
0
4279