0001172661-20-001306.txt : 20200515 0001172661-20-001306.hdr.sgml : 20200515 20200515112429 ACCESSION NUMBER: 0001172661-20-001306 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EVERGREEN CAPITAL MANAGEMENT LLC CENTRAL INDEX KEY: 0001260824 IRS NUMBER: 911962899 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10541 FILM NUMBER: 20882167 BUSINESS ADDRESS: STREET 1: 10500 NE 8TH STREET, SUITE 950 CITY: BELLEVUE STATE: WA ZIP: 98004 BUSINESS PHONE: 4254674600 MAIL ADDRESS: STREET 1: 10500 NE 8TH STREET, SUITE 950 CITY: BELLEVUE STATE: WA ZIP: 98004 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001260824 XXXXXXXX 03-31-2020 03-31-2020 false EVERGREEN CAPITAL MANAGEMENT LLC

10500 NE 8th Street, Suite 950 Bellevue WA 98004

13F HOLDINGS REPORT 028-10541 N Stephen V Conway 425-467-4609 /s/ Stephen V Conway Bellevue WA 05-15-2020 0 375 1071196 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 841 6164 SH SOLE 3966 0 2198 ABBOTT LABS COM 002824100 596 7555 SH SOLE 507 0 7048 ABBVIE INC COM 00287Y109 1913 25111 SH SOLE 233 0 24878 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 546 3342 SH SOLE 231 0 3111 ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 1058 38086 SH SOLE 0 0 38086 ADOBE INC COM 00724F101 903 2837 SH SOLE 349 0 2488 AEGON N V NY REGISTRY SHS 007924103 138 55406 SH SOLE 0 0 55406 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7142 36725 SH SOLE 1150 0 35575 ALLSTATE CORP COM 020002101 2056 22415 SH SOLE 0 0 22415 ALPHABET INC CAP STK CL A 02079K305 8501 7316 SH SOLE 402 0 6914 ALPHABET INC CAP STK CL C 02079K107 18475 15888 SH SOLE 293 0 15595 ALPS ETF TR ALERIAN MLP 00162Q866 2068 601260 SH SOLE 686 0 600574 ALTRIA GROUP INC COM 02209S103 338 8742 SH SOLE 233 0 8509 AMAZON COM INC COM 023135106 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1000 0 283802 ROYAL BK SCOTLAND GROUP PLC SPONS ADR 2 ORD 780097689 38 13941 SH SOLE 0 0 13941 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 3041 93117 SH SOLE 0 0 93117 ROYAL GOLD INC COM 780287108 323 3682 SH SOLE 0 0 3682 S&P GLOBAL INC COM 78409V104 220 898 SH SOLE 0 0 898 SALESFORCE COM INC COM 79466L302 737 5120 SH SOLE 46 0 5074 SANOFI SPONSORED ADR 80105N105 212 4855 SH SOLE 0 0 4855 SAP SE SPON ADR 803054204 204 1847 SH SOLE 120 0 1727 SCHLUMBERGER LTD COM 806857108 171 12691 SH SOLE 6226 0 6465 SCHWAB CHARLES CORP COM 808513105 389 11556 SH SOLE 9822 0 1734 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 203 7870 SH SOLE 6485 0 1385 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 3093 126750 SH SOLE 126705 0 45 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2561 49516 SH SOLE 0 0 49516 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1152 22368 SH SOLE 22335 0 33 SELECT SECTOR SPDR TR ENERGY 81369Y506 1067 36723 SH SOLE 26735 0 9988 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 333 3755 SH SOLE 655 0 3100 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 252 12126 SH SOLE 5625 0 6501 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 295 5000 SH SOLE 0 0 5000 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 595 7406 SH SOLE 206 0 7200 SEMPRA ENERGY COM 816851109 236 2093 SH SOLE 74 0 2019 SERVICENOW INC COM 81762P102 2869 10011 SH SOLE 7912 0 2099 SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 656 65755 SH SOLE 0 0 65755 SMUCKER J M CO COM NEW 832696405 282 2543 SH SOLE 0 0 2543 SOUTHERN CO COM 842587107 553 10218 SH SOLE 563 0 9655 SOUTHWESTERN ENERGY CO COM 845467109 208 123366 SH SOLE 0 0 123366 SPDR GOLD TRUST GOLD SHS 78463V107 1233 8330 SH SOLE 6449 0 1881 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 384 13500 SH SOLE 13500 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 9088 35260 SH SOLE 6168 0 29092 SPDR SER TR BLOOMBERG BRCLYS 78468R622 237 2500 SH SOLE 0 0 2500 SPDR SER TR NUVEEN BLMBRG SR 78468R739 282 5766 SH SOLE 1666 0 4100 SPDR SER TR S&P BIOTECH 78464A870 805 10400 SH SOLE 0 0 10400 SPDR SER TR S&P DIVID ETF 78464A763 275 3439 SH SOLE 3439 0 0 SPDR SER TR SPDR BLOOMBERG 78468R663 449 4901 SH SOLE 0 0 4901 SPROTT ETF TR GOLD MINERS ETF 85210B102 221 11125 SH SOLE 0 0 11125 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 18072 1236087 SH SOLE 2000 0 1234087 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 470 35800 SH SOLE 0 0 35800 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 1409 269480 SH SOLE 0 0 269480 SQUARE INC CL A 852234103 2133 40723 SH SOLE 577 0 40146 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1029 21461 SH SOLE 8006 0 13455 STARBUCKS CORP COM 855244109 2734 41586 SH SOLE 1290 0 40296 STATE STR CORP COM 857477103 3581 67218 SH SOLE 100 0 67118 STRYKER CORP COM 863667101 428 2571 SH SOLE 0 0 2571 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 1513 315833 SH SOLE 0 0 315833 SUNCOR ENERGY INC NEW COM 867224107 202 12786 SH SOLE 0 0 12786 SYNAPTICS INC COM 87157D109 370 6400 SH SOLE 6400 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1886 39466 SH SOLE 750 0 38716 TARGET CORP COM 87612E106 332 3575 SH SOLE 1973 0 1602 TC PIPELINES LP UT COM LTD PRT 87233Q108 1209 44000 SH SOLE 0 0 44000 TEEKAY CORPORATION COM Y8564W103 111 35175 SH SOLE 0 0 35175 TEMPLETON EMERGING MKTS INCO COM 880192109 421 56294 SH SOLE 0 0 56294 TEMPLETON GLOBAL INCOME FD COM 880198106 15164 2834309 SH SOLE 0 0 2834309 TESLA INC COM 88160R101 381 728 SH SOLE 573 0 155 TEXAS INSTRS INC COM 882508104 485 4853 SH SOLE 175 0 4678 THERMO FISHER SCIENTIFIC INC COM 883556102 486 1713 SH SOLE 119 0 1594 TJX COS INC NEW COM 872540109 398 8325 SH SOLE 1184 0 7141 TORO CO COM 891092108 461 7076 SH SOLE 0 0 7076 TOTAL S.A. SPONSORED ADS 89151E109 8114 217878 SH SOLE 0 0 217878 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 502 4187 SH SOLE 795 0 3392 TPG RE FIN TR INC COM 87266M107 145 26334 SH SOLE 14500 0 11834 TRAVELERS COMPANIES INC COM 89417E109 279 2805 SH SOLE 264 0 2541 TWITTER INC COM 90184L102 1729 70407 SH SOLE 1185 0 69222 UBER TECHNOLOGIES INC COM 90353T100 11591 415133 SH SOLE 17516 0 397617 UBS GROUP AG SHS H42097107 134 14438 SH SOLE 0 0 14438 UNDER ARMOUR INC CL C 904311206 424 52588 SH SOLE 0 0 52588 UNILEVER N V N Y SHS NEW 904784709 334 6844 SH SOLE 850 0 5994 UNION PAC CORP COM 907818108 1527 10826 SH SOLE 2754 0 8072 UNITED PARCEL SERVICE INC CL B 911312106 7068 75661 SH SOLE 500 0 75161 UNITED TECHNOLOGIES CORP COM 913017109 1052 11156 SH SOLE 63 0 11093 UNITEDHEALTH GROUP INC COM 91324P102 3563 14288 SH SOLE 7050 0 7238 UNUM GROUP COM 91529Y106 1211 80688 SH SOLE 0 0 80688 US BANCORP DEL COM NEW 902973304 1485 43115 SH SOLE 116 0 42999 USD PARTNERS LP COM UT REP LTD 903318103 1688 586228 SH SOLE 0 0 586228 V F CORP COM 918204108 924 17079 SH SOLE 0 0 17079 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 24175 955540 SH SOLE 0 0 955540 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 10615 460715 SH SOLE 1125 0 459590 VANECK VECTORS ETF TR JP MORGAN MKTS 92189H300 14954 525272 SH SOLE 0 0 525272 VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 1902 67695 SH SOLE 0 0 67695 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 1674 19356 SH SOLE 19356 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 19242 122801 SH SOLE 100 0 122701 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5402 77338 SH SOLE 75268 0 2070 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3739 15786 SH SOLE 15763 0 23 VANGUARD INDEX FDS SMALL CP ETF 922908751 1376 11916 SH SOLE 11871 0 45 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1721 13348 SH SOLE 11958 0 1390 VANGUARD INDEX FDS VALUE ETF 922908744 12912 144982 SH SOLE 1050 0 143932 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 4842 118051 SH SOLE 3187 0 114864 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 218 2785 SH SOLE 2785 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 782 18216 SH SOLE 18216 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 12244 173550 SH SOLE 0 0 173550 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 4141 66425 SH SOLE 9000 0 57425 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 7143 90302 SH SOLE 610 0 89692 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 9031 87353 SH SOLE 32581 0 54772 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 16931 239302 SH SOLE 16397 0 222905 VANGUARD WORLD FDS ENERGY ETF 92204A306 2447 64024 SH SOLE 64016 0 8 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 371 7307 SH SOLE 7307 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 3867 18250 SH SOLE 18234 0 16 VERIZON COMMUNICATIONS INC COM 92343V104 5355 99669 SH SOLE 3794 0 95875 VIACOMCBS INC CL B 92556H206 598 42666 SH SOLE 100 0 42566 VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 693 104525 SH SOLE 0 0 104525 VISA INC COM CL A 92826C839 1668 10354 SH SOLE 6401 0 3953 WALMART INC COM 931142103 271 2389 SH SOLE 794 0 1595 WELLS FARGO CO NEW COM 949746101 526 18327 SH SOLE 6235 0 12092 WEST PHARMACEUTICAL SVSC INC COM 955306105 215 1410 SH SOLE 0 0 1410 WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 313 96644 SH SOLE 0 0 96644 WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 8 2500 SH Call SOLE 0 0 2500 WHIRLPOOL CORP COM 963320106 3456 40276 SH SOLE 0 0 40276 WILLIAMS COS INC COM 969457100 155 10964 SH SOLE 1400 0 9564 WILLIAMS COS INC COM 969457100 28 2000 SH Call SOLE 0 0 2000 WP CAREY INC COM 92936U109 256 4409 SH SOLE 1000 0 3409 XYLEM INC COM 98419M100 299 4588 SH SOLE 0 0 4588 ZOETIS INC CL A 98978V103 271 2300 SH SOLE 805 0 1495