0002011274-24-000004.txt : 20240503 0002011274-24-000004.hdr.sgml : 20240503 20240503131525 ACCESSION NUMBER: 0002011274-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240503 DATE AS OF CHANGE: 20240503 EFFECTIVENESS DATE: 20240503 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: 24912079 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 03-31-2024 03-31-2024 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 05-03-2024 0 18 327432029 false INFORMATION TABLE 2 q12024.xml ISHARES TR CORE S&P SCP ETF 464287804 17852849 161535 SH SOLE 0 0 161535 ISHARES TR RUS 1000 VAL ETF 464287598 840742 4694 SH SOLE 0 0 4694 SPDR S&P 500 ETF TR TR UNIT 78462F103 3798534 7262 SH SOLE 0 0 7262 AMAZON COM INC COM 023135106 241709 1340 SH SOLE 0 0 1340 LOWES COS INC COM 548661107 347574 1364 SH SOLE 0 0 1364 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1115897 6111 SH SOLE 0 0 6111 VANGUARD INDEX FDS TOTAL STK MKT 922908769 999874 3847 SH SOLE 0 0 3847 APPLE INC COM 037833100 621205 3623 SH SOLE 0 0 3623 ISHARES TR CORE US AGGBD ET 464287226 1456270 14869 SH SOLE 0 0 14869 VANGUARD INDEX FDS SMALL CP ETF 922908751 201146 880 SH SOLE 0 0 880 SMARTFINANCIAL INC COM NEW 83190L208 244588 11608 SH SOLE 0 0 11608 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 492135 8391 SH SOLE 0 0 8391 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 38363740 476509 SH SOLE 0 0 476509 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 131956312 2161447 SH SOLE 0 0 2161447 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 44836765 1149071 SH SOLE 0 0 1149071 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 25578680 436869 SH SOLE 0 0 436869 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 23872365 523402 SH SOLE 0 0 523402 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 34611644 429265 SH SOLE 0 0 429265