0001842974-24-000004.txt : 20240202 0001842974-24-000004.hdr.sgml : 20240202 20240202144235 ACCESSION NUMBER: 0001842974-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240202 DATE AS OF CHANGE: 20240202 EFFECTIVENESS DATE: 20240202 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Evolution Advisers, Inc. CENTRAL INDEX KEY: 0001906967 ORGANIZATION NAME: IRS NUMBER: 264173823 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21683 FILM NUMBER: 24590434 BUSINESS ADDRESS: STREET 1: 2917 WEST LEIGH STREET CITY: RICHMOND STATE: VA ZIP: 23230 BUSINESS PHONE: 804-794-1981 MAIL ADDRESS: STREET 1: 2917 WEST LEIGH STREET CITY: RICHMOND STATE: VA ZIP: 23230 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001906967 XXXXXXXX 12-31-2023 12-31-2023 Evolution Advisers, Inc.
2917 WEST LEIGH STREET RICHMOND VA 23230
13F HOLDINGS REPORT 028-21683 N
Cindi Hill Filing Agent 6197955986 Cindi Hill San Diego CA 12-31-2023 0 221 156624 false
INFORMATION TABLE 2 evo13fexport12312023.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 74 214 SH SOLE 0 0 214 ACUSHNET HLDGS CORP COM 005098108 7 103 SH SOLE 0 0 103 ADOBE SYSTEMS INCORPORATED COM 00724F101 79 136 SH SOLE 0 0 136 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7 100 SH SOLE 0 0 100 ALPHABET INC CAP STK CL A 02079K305 182 1320 SH SOLE 0 0 1320 ALPHABET INC CAP STK CL C 02079K107 84 600 SH SOLE 0 0 600 ALTRIA GROUP INC COM 02209S103 11 259 SH SOLE 0 0 259 AMAZON COM INC COM 023135106 118 786 SH SOLE 0 0 786 AMERICAN AIRLS GROUP INC COM 02376R102 1 60 SH SOLE 0 0 60 AMERICAN ELEC PWR CO INC COM 025537101 11 130 SH SOLE 0 0 130 AMERICAN WTR WKS CO INC NEW COM 030420103 11 80 SH SOLE 0 0 80 AMGEN INC COM 031162100 59 200 SH SOLE 0 0 200 APPLE INC COM 037833100 1019 5490 SH SOLE 0 0 5490 ARES CAPITAL CORP COM 04010L103 6 291 SH SOLE 0 0 291 ASML HOLDING N V N Y REGISTRY SHS N07059210 9 12 SH SOLE 0 0 12 AT&T INC COM 00206R102 10 568 SH SOLE 0 0 568 AUTOMATIC DATA PROCESSING IN COM 053015103 41 176 SH SOLE 0 0 176 BANK AMERICA CORP COM 060505104 4 123 SH SOLE 0 0 123 BAXTER INTL INC COM 071813109 4 100 SH SOLE 0 0 100 BEASLEY BROADCAST GROUP INC CL A 074014101 1 1000 SH SOLE 0 0 1000 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 328 905 SH SOLE 0 0 905 BLACKROCK CAP INVT CORP COM 092533108 3 746 SH SOLE 0 0 746 BLACKSTONE INC COM 09260D107 13 100 SH SOLE 0 0 100 BOEING CO COM 097023105 28 110 SH SOLE 0 0 110 BP PLC SPONSORED ADR 055622104 3 89 SH SOLE 0 0 89 BRIGHTHOUSE FINL INC COM 10922N103 0 3 SH SOLE 0 0 3 BROADCOM INC COM 11135F101 49 45 SH SOLE 0 0 45 CALIFORNIA RES CORP COM STOCK 13057Q305 6 113 SH SOLE 0 0 113 CAPITAL ONE FINL CORP COM 14040H105 97 734 SH SOLE 0 0 734 CARMAX INC COM 143130102 3 43 SH SOLE 0 0 43 CARNIVAL CORP COMMON STOCK 143658300 5 300 SH SOLE 0 0 300 CHEVRON CORP NEW COM 166764100 19 124 SH SOLE 0 0 124 CHURCH & DWIGHT CO INC COM 171340102 28 300 SH SOLE 0 0 300 CINTAS CORP COM 172908105 27 45 SH SOLE 0 0 45 CISCO SYS INC COM 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INC COM 437076102 152 440 SH SOLE 0 0 440 HONEYWELL INTL INC COM 438516106 28 134 SH SOLE 0 0 134 INTEL CORP COM 458140100 18 375 SH SOLE 0 0 375 INTERDIGITAL INC COM 45867G101 43 400 SH SOLE 0 0 400 INTERNATIONAL BUSINESS MACHS COM 459200101 16 100 SH SOLE 0 0 100 INTERPUBLIC GROUP COS INC COM 460690100 19 570 SH SOLE 0 0 570 INVESCO EXCH TRADED FD TR II GLOBAL WATER 46138E651 8 205 SH SOLE 0 0 205 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 12 220 SH SOLE 0 0 220 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 1259 24696 SH SOLE 0 0 24696 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 2 18 SH SOLE 0 0 18 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 50 569 SH SOLE 0 0 569 INVESCO MORTGAGE CAPITAL INC COM 46131B704 1 109 SH SOLE 0 0 109 ISHARES GOLD TR ISHARES NEW 464285204 19 484 SH SOLE 0 0 484 ISHARES INC CORE MSCI EMKT 46434G103 15 300 SH SOLE 0 0 300 ISHARES TR CORE S&P500 ETF 464287200 48 100 SH SOLE 0 0 100 ISHARES TR CORE S&P MCP ETF 464287507 31 113 SH SOLE 0 0 113 ISHARES TR CORE S&P SCP ETF 464287804 48 444 SH SOLE 0 0 444 ISHARES TR ESG AW MSCI EAFE 46435G516 48 650 SH SOLE 0 0 650 ISHARES TR GLOBAL 100 ETF 464287572 2 19 SH SOLE 0 0 19 ISHARES TR MSCI INTL QUALTY 46434V456 1 22 SH SOLE 0 0 22 ISHARES TR RUS 1000 GRW ETF 464287614 1 5 SH SOLE 0 0 5 ISHARES TR RUS 1000 VAL ETF 464287598 12 71 SH SOLE 0 0 71 ISHARES TR SP SMCP600VL ETF 464287879 15 147 SH SOLE 0 0 147 ISHARES TR SELF DRIVNG EV 46435U366 0 5 SH SOLE 0 0 5 JACOBS SOLUTIONS INC COM 46982L108 77 600 SH SOLE 0 0 600 JOHNSON & JOHNSON COM 478160104 64 400 SH SOLE 0 0 400 JPMORGAN CHASE & CO COM 46625H100 112 651 SH SOLE 0 0 651 KIMBERLY-CLARK CORP COM 494368103 246 2009 SH SOLE 0 0 2009 KINDER MORGAN INC DEL COM 49456B101 2 135 SH SOLE 0 0 135 KINSALE CAP GROUP INC COM 49714P108 47 135 SH SOLE 0 0 135 KRAFT HEINZ CO COM 500754106 1 20 SH SOLE 0 0 20 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 0 20 SH SOLE 0 0 20 LAUDER ESTEE COS INC CL A 518439104 23 157 SH SOLE 0 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NUSHARES ETF TR NUVEEN ESG INTL 67092P805 3809 130932 SH SOLE 0 0 130932 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 2523 36802 SH SOLE 0 0 36802 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 1761 48836 SH SOLE 0 0 48836 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 586 15057 SH SOLE 0 0 15057 NUSHARES ETF TR NUVEEN ESG US 67092P870 1004 45308 SH SOLE 0 0 45308 NUTRIEN LTD COM 67077M108 49 867 SH SOLE 0 0 867 OLD REP INTL CORP COM 680223104 285 9671 SH SOLE 0 0 9671 ORACLE CORP COM 68389X105 40 380 SH SOLE 0 0 380 PARK HOTELS & RESORTS INC COM 700517105 7 476 SH SOLE 0 0 476 PAYCHEX INC COM 704326107 32 275 SH SOLE 0 0 275 PEPSICO INC COM 713448108 94 542 SH SOLE 0 0 542 PHILIP MORRIS INTL INC COM 718172109 7 78 SH SOLE 0 0 78 PHILLIPS 66 COM 718546104 51 383 SH SOLE 0 0 383 PPL CORP COM 69351T106 33 1182 SH SOLE 0 0 1182 PRICE T ROWE GROUP INC COM 74144T108 75 698 SH SOLE 0 0 698 PROCTER AND GAMBLE CO COM 742718109 80 540 SH SOLE 0 0 540 RITHM CAPITAL CORP COM NEW 64828T201 6 605 SH SOLE 0 0 605 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 0 6 SH SOLE 0 0 6 ROYAL CARIBBEAN GROUP COM V7780T103 10 80 SH SOLE 0 0 80 SALESFORCE INC COM 79466L302 14 55 SH SOLE 0 0 55 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 146 5950 SH SOLE 0 0 5950 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 229 6275 SH SOLE 0 0 6275 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 42 756 SH SOLE 0 0 756 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1179 21039 SH SOLE 0 0 21039 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 102 1244 SH SOLE 0 0 1244 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 105 1397 SH SOLE 0 0 1397 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 91 1936 SH SOLE 0 0 1936 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 240 5162 SH SOLE 0 0 5162 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1 15 SH SOLE 0 0 15 SEI INVTS CO COM 784117103 55 873 SH SOLE 0 0 873 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 4 104 SH SOLE 0 0 104 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 14 103 SH SOLE 0 0 103 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 5 41 SH SOLE 0 0 41 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 19 102 SH SOLE 0 0 102 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 44 679 SH SOLE 0 0 679 SHOPIFY INC CL A 82509L107 4 50 SH SOLE 0 0 50 SKYWORKS SOLUTIONS INC COM 83088M102 8 70 SH SOLE 0 0 70 SPDR GOLD TR GOLD SHS 78463V107 8 40 SH SOLE 0 0 40 SPDR S&P 500 ETF TR TR UNIT 78462F103 85 179 SH SOLE 0 0 179 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 27 54 SH SOLE 0 0 54 SPDR SER TR PORTFOLIO S&P400 78464A847 1 15 SH SOLE 0 0 15 STARBUCKS CORP COM 855244109 36 383 SH SOLE 0 0 383 STMICROELECTRONICS N V NY REGISTRY 861012102 8 165 SH SOLE 0 0 165 STRYKER CORPORATION COM 863667101 89 300 SH SOLE 0 0 300 SYNCHRONY FINANCIAL COM 87165B103 3 73 SH SOLE 0 0 73 TARGET CORP COM 87612E106 20 142 SH SOLE 0 0 142 TELEDYNE TECHNOLOGIES INC COM 879360105 110 250 SH SOLE 0 0 250 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 22 2500 SH SOLE 0 0 2500 TESLA INC COM 88160R101 184 741 SH SOLE 0 0 741 THERMO FISHER SCIENTIFIC INC COM 883556102 87 160 SH SOLE 0 0 160 TOTALENERGIES SE SPONSORED ADS 89151E109 29 424 SH SOLE 0 0 424 TRUIST FINL CORP COM 89832Q109 57 1509 SH SOLE 0 0 1509 TRUPANION INC COM 898202106 2 50 SH SOLE 0 0 50 TWO HBRS INVT CORP COM 90187B804 6 430 SH SOLE 0 0 430 UBER TECHNOLOGIES INC COM 90353T100 41 700 SH SOLE 0 0 700 UNILEVER PLC SPON ADR NEW 904767704 34 700 SH SOLE 0 0 700 UNION PAC CORP COM 907818108 537 2206 SH SOLE 0 0 2206 UNITED PARCEL SERVICE INC CL B 911312106 14 89 SH SOLE 0 0 89 UNITEDHEALTH GROUP INC COM 91324P102 41 76 SH SOLE 0 0 76 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 47 176 SH SOLE 0 0 176 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 126 743 SH SOLE 0 0 743 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5061 66548 SH SOLE 0 0 66548 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 7032 94904 SH SOLE 0 0 94904 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 12304 160128 SH SOLE 0 0 160128 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1 20 SH SOLE 0 0 20 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 17333 352431 SH SOLE 0 0 352431 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 81 498 SH SOLE 0 0 498 VANGUARD INDEX FDS GROWTH ETF 922908736 22484 73577 SH SOLE 0 0 73577 VANGUARD INDEX FDS LARGE CAP ETF 922908637 16 76 SH SOLE 0 0 76 VANGUARD INDEX FDS MID CAP ETF 922908629 66 283 SH SOLE 0 0 283 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 554 2560 SH SOLE 0 0 2560 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2 20 SH SOLE 0 0 20 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1064 2452 SH SOLE 0 0 2452 VANGUARD INDEX FDS SMALL CP ETF 922908751 5683 26816 SH SOLE 0 0 26816 VANGUARD INDEX FDS TOTAL STK MKT 922908769 139 589 SH SOLE 0 0 589 VANGUARD INDEX FDS VALUE ETF 922908744 18585 123555 SH SOLE 0 0 123555 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 128 2306 SH SOLE 0 0 2306 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8610 211961 SH SOLE 0 0 211961 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 32 443 SH SOLE 0 0 443 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 137 1345 SH SOLE 0 0 1345 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1012 19888 SH SOLE 0 0 19888 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 35 430 SH SOLE 0 0 430 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 26 322 SH SOLE 0 0 322 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 7822 169680 SH SOLE 0 0 169680 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 344 4454 SH SOLE 0 0 4454 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 51 733 SH SOLE 0 0 733 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2 10 SH SOLE 0 0 10 VANGUARD STAR FDS VG TL INTL STK F 921909768 334 5831 SH SOLE 0 0 5831 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 23753 501438 SH SOLE 0 0 501438 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 1 15 SH SOLE 0 0 15 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 217 1932 SH SOLE 0 0 1932 VANGUARD WORLD FD ESG INTL STK ETF 921910725 8 145 SH SOLE 0 0 145 VANGUARD WORLD FD ESG US STK ETF 921910733 17 199 SH SOLE 0 0 199 VANGUARD WORLD FDS MATERIALS ETF 92204A801 8 40 SH SOLE 0 0 40 VERIZON COMMUNICATIONS INC COM 92343V104 6 145 SH SOLE 0 0 145 VICTORY PORTFOLIOS II VCSHS US EQ INCM 92647N824 2 27 SH SOLE 0 0 27 VISA INC COM CL A 92826C839 99 381 SH SOLE 0 0 381 WALMART INC COM 931142103 183 1151 SH SOLE 0 0 1151 WARNER BROS DISCOVERY INC COM SER A 934423104 1 127 SH SOLE 0 0 127 WELLS FARGO CO NEW COM 949746101 336 6812 SH SOLE 0 0 6812 WILLIAMS SONOMA INC COM 969904101 13 66 SH SOLE 0 0 66 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1 10 SH SOLE 0 0 10