0001580642-19-000298.txt : 20190124
0001580642-19-000298.hdr.sgml : 20190124
20190124145602
ACCESSION NUMBER: 0001580642-19-000298
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190124
DATE AS OF CHANGE: 20190124
EFFECTIVENESS DATE: 20190124
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: 19539732
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
12-31-2018
12-31-2018
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
01-17-2019
0
15
100793
INFORMATION TABLE
2
infotable.xml
ISHARES TR
CORE S&P SCP ETF
464287804
368
5307
SH
SOLE
0
0
5307
SPDR S&P 500 ETF TR
TR UNIT
78462F103
205
821
SH
SOLE
0
0
821
VANGUARD GROUP
DIV APP ETF
921908844
911
9302
SH
SOLE
0
0
9302
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
531
4162
SH
SOLE
0
0
4162
VANGUARD INDEX FDS
SMALL CP ETF
922908751
252
1908
SH
SOLE
0
0
1908
SMARTFINANCIAL INC
COM NEW
83190L208
201
11021
SH
SOLE
0
0
11021
UNITED CMNTY BKS BLAIRSVLE G
COM
90984P303
1134
52821
SH
SOLE
0
0
52821
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
390
8551
SH
SOLE
0
0
8551
ISHARES TR
NATIONAL MUN ETF
464288414
1808
16579
SH
SOLE
0
0
16579
ISHARES TR
EAFE SML CP ETF
464288273
247
4764
SH
SOLE
0
0
4764
INVESCO ACTIVELY MANAGD ETF
ULTRA SHRT DUR
46090A887
797
15917
SH
SOLE
0
0
15917
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
62126
1036647
SH
SOLE
0
0
1036647
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
16921
596850
SH
SOLE
0
0
596850
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
14053
231597
SH
SOLE
0
0
231597
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
849
17711
SH
SOLE
0
0
17711