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 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