0001965292-23-000001.txt : 20230214 0001965292-23-000001.hdr.sgml : 20230214 20230214111843 ACCESSION NUMBER: 0001965292-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Evergreen Wealth Management, LLC CENTRAL INDEX KEY: 0001965292 IRS NUMBER: 203901910 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23008 FILM NUMBER: 23624667 BUSINESS ADDRESS: STREET 1: 319 WEST GRAND RIVER AVE. CITY: WILLIAMSTON STATE: MI ZIP: 48895 BUSINESS PHONE: 517-655-2118 MAIL ADDRESS: STREET 1: 319 WEST GRAND RIVER AVE. CITY: WILLIAMSTON STATE: MI ZIP: 48895 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001965292 XXXXXXXX 12-31-2022 12-31-2022 false Evergreen Wealth Management, LLC

319 West Grand River Ave. Williamston MI 48895

13F HOLDINGS REPORT 028-23008 000174090 801-125737 N David C. Bensch 517-655-2118 /s/ David C. Bensch WILLIAMSTON MI 02-14-2023 0 64 108691308 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 771518 8695 SH SOLE 8695 0 0 ALPHABET INC CAP STK CL A 02079K305 2548786 28888 SH SOLE 28888 0 0 AMAZON COM INC COM 023135106 2553790 30402 SH SOLE 30402 0 0 APPLE INC COM 037833100 69394 192 SH SOLE 0 0 50 APPLE INC COM 037833100 1358599 10456 SH SOLE 10456 0 0 BANK AMERICA CORP COM 060505104 1328338 40107 SH SOLE 40107 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 873663 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3493540 11310 SH SOLE 11310 0 0 BROADCOM INC COM 11135F101 2190453 3918 SH SOLE 3918 0 0 CHEVRON CORP NEW COM 166764100 246039 1371 SH SOLE 1371 0 0 CISCO SYS INC COM 17275R102 1339440 28116 SH SOLE 28116 0 0 DIAMOND HILL INVT GROUP INC COM NEW 25264R207 2087502 11283 SH SOLE 11283 0 0 ENBRIDGE INC COM 29250N105 1569651 40145 SH SOLE 40145 0 0 EXPEDITORS INTL WASH INC COM 302130109 2009286 19335 SH SOLE 19335 0 0 EXXON MOBIL CORP COM 30231G102 1599055 14497 SH SOLE 14497 0 0 IDT CORP CL B NEW 448947507 1390421 49358 SH SOLE 49358 0 0 JOHNSON & JOHNSON COM 478160104 2898171 16406 SH SOLE 16406 0 0 JPMORGAN CHASE & CO COM 46625H100 1584310 11814 SH SOLE 11814 0 0 LOCKHEED MARTIN CORP COM 539830109 2450178 5036 SH SOLE 5036 0 0 MARKEL CORP COM 570535104 2621553 1990 SH SOLE 1990 0 0 MEDTRONIC PLC SHS G5960L103 1117088 14373 SH SOLE 14373 0 0 META PLATFORMS INC CL A 30303M102 2309369 19190 SH SOLE 19190 0 0 MICROSOFT CORP COM 594918104 2154607 8984 SH SOLE 8984 0 0 NVR INC COM 62944T105 377810 82 SH SOLE 82 0 0 OCCIDENTAL PETE CORP COM 674599105 631582 10027 SH SOLE 10027 0 0 OLIN CORP COM PAR $1 680665205 948665 17920 SH SOLE 17920 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 669885 794 SH SOLE 794 0 0 PIMCO CORPORATE & INCOME OPP COM 72201B101 3013151 250887 SH SOLE 250887 0 0 PIMCO CORPORATE & INCOME OPP COM 72201B101 145 4307 SH SOLE 0 0 66 QUALCOMM INC COM 747525103 1174574 10684 SH SOLE 10684 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 27 1098 SH SOLE 0 0 297 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5455283 72217 SH SOLE 72217 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 730522 5377 SH SOLE 5377 0 0 SOUTHERN CO COM 842587107 613304 8588 SH SOLE 8588 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 36 1641 SH SOLE 0 0 1203 SPDR SER TR PORTFOLIO SHORT 78464A474 3348597 113975 SH SOLE 113975 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1228234 16489 SH SOLE 16489 0 0 UNITEDHEALTH GROUP INC COM 91324P102 921067 1737 SH SOLE 1737 0 0 VALERO ENERGY CORP COM 91913Y100 1037963 8182 SH SOLE 8182 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 4794716 63692 SH SOLE 63692 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 5075994 70657 SH SOLE 70657 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 89745 5110 SH SOLE 0 0 586 VANGUARD INDEX FDS GROWTH ETF 922908736 1304564 6122 SH SOLE 6122 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 235014 870 SH SOLE 0 0 870 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 146624 5334 SH SOLE 0 0 5334 VANGUARD INDEX FDS VALUE ETF 922908744 2031388 14472 SH SOLE 14472 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3169852 16580 SH SOLE 16580 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1921134 12098 SH SOLE 12098 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 477853 2604 SH SOLE 2604 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1435758 7159 SH SOLE 7159 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 951251 5292 SH SOLE 5292 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1298681 9603 SH SOLE 9603 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 547711 14051 SH SOLE 14051 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 700295 6812 SH SOLE 6812 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 712047 14201 SH SOLE 14201 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 122375 2181 SH SOLE 0 0 299 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 7907033 136753 SH SOLE 136753 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 65 278422 SH SOLE 0 0 277606 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6248651 41150 SH SOLE 41150 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 351066 6788 SH SOLE 6788 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 194 342 SH SOLE 0 0 70 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5977281 55238 SH SOLE 55238 0 0 VERISIGN INC COM 92343E102 608420 2962 SH SOLE 2962 0 0 VISA INC COM CL A 92826C839 1868000 8991 SH SOLE 8991 0 0