0001580642-19-004722.txt : 20191016 0001580642-19-004722.hdr.sgml : 20191016 20191016150902 ACCESSION NUMBER: 0001580642-19-004722 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191016 DATE AS OF CHANGE: 20191016 EFFECTIVENESS DATE: 20191016 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Evergreen Advisors, LLC CENTRAL INDEX KEY: 0001762294 IRS NUMBER: 800270035 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18975 FILM NUMBER: 191152724 BUSINESS ADDRESS: STREET 1: 1206 POINTE CENTRE DRIVE STREET 2: SUITE 160 CITY: CHATTANOOGA STATE: TN ZIP: 37421 BUSINESS PHONE: 423-933-1814 MAIL ADDRESS: STREET 1: 1206 POINTE CENTRE DRIVE STREET 2: SUITE 160 CITY: CHATTANOOGA STATE: TN ZIP: 37421 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001762294 XXXXXXXX 09-30-2019 09-30-2019 false Evergreen Advisors, LLC
1206 Pointe Centre Drive Suite 160 Chattanooga TN 37421
13F HOLDINGS REPORT 028-18975 N
Jayme O'Donnell Chief Compliance Officer 423-933-1814 /s/ Jayme O'Donnell Chattanooga TN 10-16-2019 0 17 163657
INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P SCP ETF 464287804 416 5343 SH SOLE 0 0 5343 VANGUARD GROUP DIV APP ETF 921908844 957 8000 SH SOLE 0 0 8000 VANGUARD INDEX FDS TOTAL STK MKT 922908769 637 4219 SH SOLE 0 0 4219 ISHARES TR CORE US AGGBD ET 464287226 1150 10164 SH SOLE 0 0 10164 VANGUARD INDEX FDS SMALL CP ETF 922908751 284 1845 SH SOLE 0 0 1845 SMARTFINANCIAL INC COM NEW 83190L208 230 11021 SH SOLE 0 0 11021 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 530 18686 SH SOLE 0 0 18686 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 436 8736 SH SOLE 0 0 8736 ISHARES TR NATIONAL MUN ETF 464288414 1974 17297 SH SOLE 0 0 17297 ISHARES TR EAFE SML CP ETF 464288273 267 4664 SH SOLE 0 0 4664 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 80198 1129226 SH SOLE 0 0 1129226 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 20900 655993 SH SOLE 0 0 655993 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 18143 260187 SH SOLE 0 0 260187 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1454 25714 SH SOLE 0 0 25714 ISHARES TR CORE 1 5 YR USD 46432F859 17732 351191 SH SOLE 0 0 351191 ISHARES TR CORE INTL AGGR 46435G672 9217 165210 SH SOLE 0 0 165210 DBX ETF TR XTRACK USD HIGH 233051432 9132 182342 SH SOLE 0 0 182342