0001906967-23-000002.txt : 20230505 0001906967-23-000002.hdr.sgml : 20230505 20230505145523 ACCESSION NUMBER: 0001906967-23-000002 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: Evolution Advisers, Inc. CENTRAL INDEX KEY: 0001906967 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: 23893238 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 03-31-2023 03-31-2023 Evolution Advisers, Inc.

2917 WEST LEIGH STREET RICHMOND VA 23230

13F HOLDINGS REPORT 028-21683 N Cindi Hill 6197955986 Cindi Hill San Diego CA 05-05-2023 0 159 139149 false INFORMATION TABLE 2 evoadvisors13fexport03312023.xml VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 0 8 SH SOLE 0 0 8 ALPHABET INC CAP STK CL A 02079K305 95 920 SH SOLE 0 0 920 ALPHABET INC CAP STK CL C 02079K107 20 200 SH SOLE 0 0 200 ATLASSIAN CORPORATION CL A 049468101 0 4 SH SOLE 0 0 4 MASTERCARD INCORPORATED CL A 57636Q104 74 205 SH SOLE 0 0 205 MONDELEZ INTL INC CL A 609207105 9 138 SH SOLE 0 0 138 NIKE INC CL B 654106103 0 2 SH SOLE 0 0 2 UNITED PARCEL SERVICE INC CL B 911312106 17 89 SH SOLE 0 0 89 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 202 655 SH SOLE 0 0 655 ACUSHNET HLDGS CORP COM 005098108 5 101 SH SOLE 0 0 101 ADOBE SYSTEMS INCORPORATED COM 00724F101 45 119 SH SOLE 0 0 119 ALTRIA GROUP INC COM 02209S103 155 3478 SH SOLE 0 0 3478 AMAZON COM INC COM 023135106 57 560 SH SOLE 0 0 560 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 APPLE INC COM 037833100 771 4690 SH SOLE 0 0 4690 ARES CAPITAL CORP COM 04010L103 4 270 SH SOLE 0 0 270 AT&T INC COM 00206R102 10 549 SH SOLE 0 0 549 BANC OF CALIFORNIA INC COM 05990K106 0 0 SH SOLE 0 0 0 BANK AMERICA CORP COM 060505104 12 421 SH SOLE 0 0 421 BAXTER INTL INC COM 071813109 4 100 SH SOLE 0 0 100 BLACKSTONE INC COM 09260D107 8 100 SH SOLE 0 0 100 BOEING CO COM 097023105 21 100 SH SOLE 0 0 100 BRIGHTHOUSE FINL INC COM 10922N103 0 3 SH SOLE 0 0 3 BRISTOL-MYERS SQUIBB CO COM 110122108 12 180 SH SOLE 0 0 180 CAPITAL ONE FINL CORP COM 14040H105 51 532 SH SOLE 0 0 532 CARMAX INC COM 143130102 2 43 SH SOLE 0 0 43 CHEVRON CORP NEW COM 166764100 16 100 SH SOLE 0 0 100 CHURCH & DWIGHT CO INC COM 171340102 26 300 SH SOLE 0 0 300 CINTAS CORP COM 172908105 20 45 SH SOLE 0 0 45 CISCO SYS INC COM 17275R102 28 548 SH SOLE 0 0 548 COCA COLA CO COM 191216100 8 143 SH SOLE 0 0 143 CONSTELLATION ENERGY CORP COM 21037T109 17 229 SH SOLE 0 0 229 COSTCO WHSL CORP NEW COM 22160K105 13 28 SH SOLE 0 0 28 CURTISS WRIGHT CORP COM 231561101 61 350 SH SOLE 0 0 350 DANAHER CORPORATION COM 235851102 12 50 SH SOLE 0 0 50 DISNEY WALT CO COM 254687106 27 275 SH SOLE 0 0 275 DOMINION ENERGY INC COM 25746U109 255 4572 SH SOLE 0 0 4572 ELEVANCE HEALTH INC COM 036752103 70 153 SH SOLE 0 0 153 EXELON CORP COM 30161N101 29 710 SH SOLE 0 0 710 EXTRA SPACE STORAGE INC COM 30225T102 8 50 SH SOLE 0 0 50 EXXON MOBIL CORP COM 30231G102 525 4791 SH SOLE 0 0 4791 FORD MTR CO DEL COM 345370860 8 700 SH SOLE 0 0 700 GROWGENERATION CORP COM 39986L109 0 50 SH SOLE 0 0 50 HCA HEALTHCARE INC COM 40412C101 43 165 SH SOLE 0 0 165 HERSHEY CO COM 427866108 95 373 SH SOLE 0 0 373 HOME DEPOT INC COM 437076102 129 440 SH SOLE 0 0 440 HONEYWELL INTL INC COM 438516106 25 131 SH SOLE 0 0 131 INTEL CORP COM 458140100 12 375 SH SOLE 0 0 375 INTERDIGITAL INC COM 45867G101 29 400 SH SOLE 0 0 400 INTERNATIONAL BUSINESS MACHS COM 459200101 13 100 SH SOLE 0 0 100 JOHNSON & JOHNSON COM 478160104 47 303 SH SOLE 0 0 303 JPMORGAN CHASE & CO COM 46625H100 32 251 SH SOLE 0 0 251 KIMBERLY-CLARK CORP COM 494368103 278 2057 SH SOLE 0 0 2057 KINDER MORGAN INC DEL COM 49456B101 2 135 SH SOLE 0 0 135 KINSALE CAP GROUP INC COM 49714P108 40 135 SH SOLE 0 0 135 KRAFT HEINZ CO COM 500754106 0 20 SH SOLE 0 0 20 LOCKHEED MARTIN CORP COM 539830109 62 132 SH SOLE 0 0 132 LULULEMON ATHLETICA INC COM 550021109 1 3 SH SOLE 0 0 3 MARKEL CORP COM 570535104 40 31 SH SOLE 0 0 31 MCKESSON CORP COM 58155Q103 29 83 SH SOLE 0 0 83 METLIFE INC COM 59156R108 2 40 SH SOLE 0 0 40 MICROSOFT CORP COM 594918104 95 330 SH SOLE 0 0 330 NEXTERA ENERGY INC COM 65339F101 30 400 SH SOLE 0 0 400 NISOURCE INC COM 65473P105 165 5932 SH SOLE 0 0 5932 OLD REP INTL CORP COM 680223104 273 10961 SH SOLE 0 0 10961 ORACLE CORP COM 68389X105 35 380 SH SOLE 0 0 380 PAYCHEX INC COM 704326107 31 275 SH SOLE 0 0 275 PEPSICO INC COM 713448108 62 342 SH SOLE 0 0 342 PFIZER INC COM 717081103 32 794 SH SOLE 0 0 794 PHILIP MORRIS INTL INC COM 718172109 7 78 SH SOLE 0 0 78 PHILLIPS 66 COM 718546104 39 393 SH SOLE 0 0 393 PPL CORP COM 69351T106 31 1139 SH SOLE 0 0 1139 PRICE T ROWE GROUP INC COM 74144T108 91 813 SH SOLE 0 0 813 PROCTER AND GAMBLE CO COM 742718109 80 540 SH SOLE 0 0 540 RAYTHEON TECHNOLOGIES CORP COM 75513E101 7 75 SH SOLE 0 0 75 SIRIUS XM HOLDINGS INC COM 82968B103 2 600 SH SOLE 0 0 600 SYNCHRONY FINANCIAL COM 87165B103 2 71 SH SOLE 0 0 71 TELEDYNE TECHNOLOGIES INC COM 879360105 111 250 SH SOLE 0 0 250 TESLA INC COM 88160R101 153 741 SH SOLE 0 0 741 THERMO FISHER SCIENTIFIC INC COM 883556102 92 160 SH SOLE 0 0 160 TRUIST FINL CORP COM 89832Q109 34 1009 SH SOLE 0 0 1009 UNION PAC CORP COM 907818108 508 2528 SH SOLE 0 0 2528 UNITED BANKSHARES INC WEST V COM 909907107 357 10042 SH SOLE 0 0 10042 UNITEDHEALTH GROUP INC COM 91324P102 115 243 SH SOLE 0 0 243 UPSTART HLDGS INC COM 91680M107 0 16 SH SOLE 0 0 16 VERIZON COMMUNICATIONS INC COM 92343V104 14 362 SH SOLE 0 0 362 VERTEX PHARMACEUTICALS INC COM 92532F100 1 4 SH SOLE 0 0 4 WALMART INC COM 931142103 169 1149 SH SOLE 0 0 1149 WELLS FARGO CO NEW COM 949746101 260 6972 SH SOLE 0 0 6972 AIRBNB INC COM CL A 009066101 0 6 SH SOLE 0 0 6 GENWORTH FINL INC COM CL A 37247D106 0 36 SH SOLE 0 0 36 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 0 6 SH SOLE 0 0 6 VISA INC COM CL A 92826C839 69 310 SH SOLE 0 0 310 DELTA AIR LINES INC DEL COM NEW 247361702 26 759 SH SOLE 0 0 759 GENERAL ELECTRIC CO COM NEW 369604301 9 95 SH SOLE 0 0 95 WARNER BROS DISCOVERY INC COM SER A 934423104 1 127 SH SOLE 0 0 127 CALIFORNIA RES CORP COM STOCK 13057Q305 4 113 SH SOLE 0 0 113 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 2 31 SH SOLE 0 0 31 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 0 20 SH SOLE 0 0 20 ISHARES INC CORE MSCI EMKT 46434G103 14 300 SH SOLE 0 0 300 ISHARES TR CORE S&P MCP ETF 464287507 28 113 SH SOLE 0 0 113 ISHARES TR CORE S&P SCP ETF 464287804 2 27 SH SOLE 0 0 27 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 1127 24901 SH SOLE 0 0 24901 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 1 30 SH SOLE 0 0 30 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 144 5900 SH SOLE 0 0 5900 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7957 196958 SH SOLE 0 0 196958 ISHARES TR GLOBAL 100 ETF 464287572 1 19 SH SOLE 0 0 19 VANGUARD INDEX FDS GROWTH ETF 922908736 18564 74422 SH SOLE 0 0 74422 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 201 1910 SH SOLE 0 0 1910 ISHARES TR IBOXX HI YD ETF 464288513 0 7 SH SOLE 0 0 7 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4868 63438 SH SOLE 0 0 63438 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 169 4877 SH SOLE 0 0 4877 VANGUARD INDEX FDS LARGE CAP ETF 922908637 14 76 SH SOLE 0 0 76 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 6414 83696 SH SOLE 0 0 83696 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 291 1494 SH SOLE 0 0 1494 VANGUARD INDEX FDS MID CAP ETF 922908629 42 203 SH SOLE 0 0 203 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 7321 157289 SH SOLE 0 0 157289 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 1106 41164 SH SOLE 0 0 41164 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 3725 132500 SH SOLE 0 0 132500 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 2041 36618 SH SOLE 0 0 36618 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 1663 48812 SH SOLE 0 0 48812 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 526 14868 SH SOLE 0 0 14868 NUSHARES ETF TR NUVEEN ESG US 67092P870 946 42368 SH SOLE 0 0 42368 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1 20 SH SOLE 0 0 20 LISTED FD TR ROUNDHILL BALL 53656F417 5 600 SH SOLE 0 0 600 ISHARES TR RUS 1000 VAL ETF 464287598 10 71 SH SOLE 0 0 71 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 95 255 SH SOLE 0 0 255 ISHARES TR SELF DRIVNG EV 46435U366 0 5 SH SOLE 0 0 5 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 11669 152564 SH SOLE 0 0 152564 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 340 4464 SH SOLE 0 0 4464 EATON CORP PLC SHS G29183103 25 150 SH SOLE 0 0 150 GARMIN LTD SHS H2906T109 0 9 SH SOLE 0 0 9 MEDTRONIC PLC SHS G5960L103 0 10 SH SOLE 0 0 10 SPOTIFY TECHNOLOGY S A SHS L8681T102 0 6 SH SOLE 0 0 6 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 35 125 SH SOLE 0 0 125 VANGUARD INDEX FDS SMALL CP ETF 922908751 5339 28168 SH SOLE 0 0 28168 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 557 11001 SH SOLE 0 0 11001 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 15 211 SH SOLE 0 0 211 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 16215 331475 SH SOLE 0 0 331475 VANGUARD INDEX FDS TOTAL STK MKT 922908769 99 486 SH SOLE 0 0 486 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 6 92 SH SOLE 0 0 92 SPDR S&P 500 ETF TR TR UNIT 78462F103 73 179 SH SOLE 0 0 179 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 40 440 SH SOLE 0 0 440 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 179 3827 SH SOLE 0 0 3827 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 16 350 SH SOLE 0 0 350 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 425 16680 SH SOLE 0 0 16680 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 81 1244 SH SOLE 0 0 1244 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1044 21599 SH SOLE 0 0 21599 SCHWAB STRATEGIC TR US REIT ETF 808524847 0 44 SH SOLE 0 0 44 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 80 1908 SH SOLE 0 0 1908 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 0 10 SH SOLE 0 0 10 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1 30 SH SOLE 0 0 30 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 24 54 SH SOLE 0 0 54 VANGUARD INDEX FDS VALUE ETF 922908744 17240 124834 SH SOLE 0 0 124834 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 21788 482360 SH SOLE 0 0 482360 VANGUARD STAR FDS VG TL INTL STK F 921909768 39 716 SH SOLE 0 0 716 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 0 40 SH SOLE 0 0 40 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 38 456 SH SOLE 0 0 456