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