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Jayme O'Donnell

Evergreen Advisors, Llc

Assets Managed
$425.789M
Holdings
168
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
3.85%(2Q avg: 6.24%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Evergreen Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 168 positions.

Assets under management

The assets under management (AUM) of Evergreen Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 425.789M in assets, with a quarterly growth rate of 3.85% and a 2-quarter average growth rate of 6.24%. The portfolio is managed by Jayme O'Donnell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 1.83%
37.03%
$157.632M
6.28M shares@ $25.1 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 0.85%
14.37%
$61.155M
2.471M shares@ $24.75 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 5.35%
11.96%
$50.884M
614,910 shares@ $82.75 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 2.21%
11.18%
$47.587M
1.551M shares@ $30.69 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 3.76%
8.12%
$34.571M
580,530 shares@ $59.55 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 4.06%
7.64%
$32.529M
692,834 shares@ $46.95 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 2.85%
5.34%
$22.698M
182,591 shares@ $124.32 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -10.17%
0.71%
$2.991M
4,599 shares@ $650.35 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 18.8%
0.35%
$1.483M
6,895 shares@ $215.07 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.72%
0.26%
$1.076M
4,240 shares@ $253.8 avg price

1-10 of 168