0001580642-20-000639.txt : 20200210 0001580642-20-000639.hdr.sgml : 20200210 20200210162000 ACCESSION NUMBER: 0001580642-20-000639 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200210 DATE AS OF CHANGE: 20200210 EFFECTIVENESS DATE: 20200210 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: 20592204 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 12-31-2019 12-31-2019 false Evergreen Advisors, LLC

1206 Pointe Centre Drive Suite 160 Chattanooga TN 37421

13F HOLDINGS REPORT 028-18975 N Jayme O'Donnell 423-933-1814 /s/ Jayme O'Donnell Chattanooga TN 02-10-2020 0 18 176426 INFORMATION TABLE 2 infotable.xml ISHARES TR NATIONAL MUN ETF 464288414 1906 16729 SH SOLE 0 0 16729 APPLE INC COM 037833100 218 742 SH SOLE 0 0 742 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 20148 266372 SH SOLE 0 0 266372 ISHARES TR EAFE SML CP ETF 464288273 296 4759 SH SOLE 0 0 4759 ISHARES TR CORE S&P SCP ETF 464287804 269 3212 SH SOLE 0 0 3212 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 87615 1139628 SH SOLE 0 0 1139628 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 475 8830 SH SOLE 0 0 8830 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 22663 673880 SH SOLE 0 0 673880 ISHARES TR CORE INTL AGGR 46435G672 9265 169106 SH SOLE 0 0 169106 DBX ETF TR XTRACK USD HIGH 233051432 9470 188010 SH SOLE 0 0 188010 VANGUARD INDEX FDS SMALL CP ETF 922908751 307 1855 SH SOLE 0 0 1855 VANGUARD INDEX FDS TOTAL STK MKT 922908769 694 4242 SH SOLE 0 0 4242 ISHARES TR CORE US AGGBD ET 464287226 3260 29015 SH SOLE 0 0 29015 SMARTFINANCIAL INC COM NEW 83190L208 261 11045 SH SOLE 0 0 11045 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 200 2606 SH SOLE 0 0 2606 VANGUARD GROUP DIV APP ETF 921908844 988 7922 SH SOLE 0 0 7922 ISHARES TR CORE 1 5 YR USD 46432F859 16844 334206 SH SOLE 0 0 334206 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1547 25725 SH SOLE 0 0 25725