0001762294-22-000001.txt : 20220203 0001762294-22-000001.hdr.sgml : 20220203 20220202183719 ACCESSION NUMBER: 0001762294-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220203 DATE AS OF CHANGE: 20220202 EFFECTIVENESS DATE: 20220203 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: 22585358 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 true false 0001762294 XXXXXXXX 12-31-2021 12-31-2021 Evergreen Advisors, LLC
1206 POINTE CENTRE DRIVE SUITE 160 CHATTANOOGA TN 37421
13F HOLDINGS REPORT 028-18975 N
Jayme O'Donnell Chief Compliance Officer 423-933-1824 Jayme O'Donnell Chattanooga TN 02-02-2022 0 13 293120 false
INFORMATION TABLE 2 q42021.xml SPDR S&P 500 ETF TR TR UNIT 78462F103 35410 74554 SH SOLE 0 0 74554 APPLE INC COM 037833100 711 4007 SH SOLE 0 0 4007 ISHARES TR CORE S&P SCP ETF 464287804 15426 134710 SH SOLE 0 0 134710 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 111706 988458 SH SOLE 0 0 988458 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 459 7494 SH SOLE 0 0 7494 ISHARES TR RUS 1000 VAL ETF 464287598 713 4246 SH SOLE 0 0 4246 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1258 7324 SH SOLE 0 0 7324 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 37437 963137 SH SOLE 0 0 963137 VANGUARD INDEX FDS MID CAP ETF 922908629 220 864 SH SOLE 0 0 864 VANGUARD INDEX FDS TOTAL STK MKT 922908769 972 4026 SH SOLE 0 0 4026 ISHARES TR CORE US AGGBD ET 464287226 88377 774693 SH SOLE 0 0 774693 TESLA INC COM 88160R101 431 408 SH SOLE 0 0 408