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