0001580642-21-000204.txt : 20210121 0001580642-21-000204.hdr.sgml : 20210121 20210121160339 ACCESSION NUMBER: 0001580642-21-000204 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210121 DATE AS OF CHANGE: 20210121 EFFECTIVENESS DATE: 20210121 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: 21541997 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 12-31-2020 12-31-2020 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 01-20-2021 0 14 243154
INFORMATION TABLE 2 infotable.xml SPDR S&P 500 ETF TR TR UNIT 78462F103 28466 76138 SH SOLE 0 0 76138 APPLE INC COM 037833100 471 3547 SH SOLE 0 0 3547 ORBCOMM INC COM 68555P100 74 10000 SH SOLE 0 0 10000 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 84059 923826 SH SOLE 0 0 923826 ISHARES TR CORE S&P SCP ETF 464287804 11330 123288 SH SOLE 0 0 123288 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 613 10496 SH SOLE 0 0 10496 ISHARES TR RUS 1000 VAL ETF 464287598 412 3012 SH SOLE 0 0 3012 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 31373 871232 SH SOLE 0 0 871232 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1029 7287 SH SOLE 0 0 7287 VANGUARD INDEX FDS SMALL CP ETF 922908751 318 1633 SH SOLE 0 0 1633 VANGUARD INDEX FDS TOTAL STK MKT 922908769 837 4301 SH SOLE 0 0 4301 ISHARES TR CORE US AGGBD ET 464287226 83710 708265 SH SOLE 0 0 708265 SMARTFINANCIAL INC COM NEW 83190L208 203 11177 SH SOLE 0 0 11177 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 259 4699 SH SOLE 0 0 4699