0001580642-21-002304.txt : 20210510 0001580642-21-002304.hdr.sgml : 20210510 20210510170816 ACCESSION NUMBER: 0001580642-21-002304 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210510 DATE AS OF CHANGE: 20210510 EFFECTIVENESS DATE: 20210510 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: 21908320 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 03-31-2021 03-31-2021 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 05-10-2021 0 14 260977 INFORMATION TABLE 2 infotable.xml SPDR S&P 500 ETF TR TR UNIT 78462F103 30423 76762 SH SOLE 0 0 76762 APPLE INC COM 037833100 366 2999 SH SOLE 0 0 2999 ISHARES TR CORE S&P SCP ETF 464287804 13880 127889 SH SOLE 0 0 127889 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 93151 963196 SH SOLE 0 0 963196 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 638 10516 SH SOLE 0 0 10516 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1062 7219 SH SOLE 0 0 7219 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 33880 900577 SH SOLE 0 0 900577 ISHARES TR RUS 1000 VAL ETF 464287598 545 3594 SH SOLE 0 0 3594 VANGUARD INDEX FDS SMALL CP ETF 922908751 350 1636 SH SOLE 0 0 1636 VANGUARD INDEX FDS TOTAL STK MKT 922908769 892 4315 SH SOLE 0 0 4315 ISHARES TR CORE US AGGBD ET 464287226 84939 746195 SH SOLE 0 0 746195 TESLA INC COM 88160R101 351 525 SH SOLE 0 0 525 SMARTFINANCIAL INC COM NEW 83190L208 243 11208 SH SOLE 0 0 11208 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 257 4699 SH SOLE 0 0 4699