0001762294-24-000002.txt : 20240207 0001762294-24-000002.hdr.sgml : 20240207 20240207120845 ACCESSION NUMBER: 0001762294-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240207 DATE AS OF CHANGE: 20240207 EFFECTIVENESS DATE: 20240207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Evergreen Advisors, LLC CENTRAL INDEX KEY: 0001762294 ORGANIZATION NAME: 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: 24603149 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 X0202 13F-HR LIVE false true false 0001762294 XXXXXXXX 12-31-2023 12-31-2023 Evergreen Advisors, LLC

1206 POINTE CENTRE DRIVE SUITE 160 CHATTANOOGA TN 37421

13F HOLDINGS REPORT 028-18975 000149861 801-70106 N Jayme O'Donnell 423-933-1824 Jayme O'Donnell Chattanooga TN 02-07-2024 0 17 308168050 false INFORMATION TABLE 2 q42023.xml ISHARES TR CORE S&P SCP ETF 464287804 17400907 160747 SH SOLE 0 0 160747 ISHARES TR RUS 1000 VAL ETF 464287598 796175 4818 SH SOLE 0 0 4818 SPDR S&P 500 ETF TR TR UNIT 78462F103 3654659 7689 SH SOLE 0 0 7689 AMAZON COM INC COM 023135106 237026 1560 SH SOLE 0 0 1560 LOWES COS INC COM 548661107 303647 1364 SH SOLE 0 0 1364 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1037119 6086 SH SOLE 0 0 6086 VANGUARD INDEX FDS TOTAL STK MKT 922908769 898975 3790 SH SOLE 0 0 3790 APPLE INC COM 037833100 742284 3855 SH SOLE 0 0 3855 ISHARES TR CORE US AGGBD ET 464287226 2218039 22348 SH SOLE 0 0 22348 SMARTFINANCIAL INC COM NEW 83190L208 283257 11566 SH SOLE 0 0 11566 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 469347 8360 SH SOLE 0 0 8360 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 36474156 448747 SH SOLE 0 0 448747 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 122857459 2206888 SH SOLE 0 0 2206888 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 42462525 1148878 SH SOLE 0 0 1148878 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 23809031 401366 SH SOLE 0 0 401366 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 22439631 484030 SH SOLE 0 0 484030 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 32083813 421435 SH SOLE 0 0 421435