0001761645-22-000003.txt : 20220422
0001761645-22-000003.hdr.sgml : 20220422
20220422100119
ACCESSION NUMBER: 0001761645-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220422
DATE AS OF CHANGE: 20220422
EFFECTIVENESS DATE: 20220422
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Evergreen Wealth Solutions, LLC
CENTRAL INDEX KEY: 0001904432
IRS NUMBER: 833073638
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21456
FILM NUMBER: 22843984
BUSINESS ADDRESS:
STREET 1: 1000 COMMERCE PARK DRIVE, #407
CITY: WILLIAMSPORT
STATE: PA
ZIP: 08247
BUSINESS PHONE: 570-601-6960
MAIL ADDRESS:
STREET 1: 1000 COMMERCE PARK DRIVE, #407
CITY: WILLIAMSPORT
STATE: PA
ZIP: 08247
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001904432
XXXXXXXX
03-31-2022
03-31-2022
Evergreen Wealth Solutions, LLC
1000 COMMERCE PARK DRIVE, #407
WILLIAMSPORT
PA
08247
13F HOLDINGS REPORT
028-21456
N
JORDAN GREEN
COUNSEL
6098810101
JORDAN GREEN
Stone Harbor
NJ
04-22-2022
0
94
103119
false
INFORMATION TABLE
2
evergreenq12022_13f.xml
EVERGREEN INFORMATION TABLE
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1199
3556
SH
SOLE
0
0
3556
ALASKA AIR GROUP INC
COM
011659109
245
4221
SH
SOLE
0
0
4221
ALLSTATE CORP
COM
020002101
371
2678
SH
SOLE
0
0
2678
ALPHABET INC
CAP STK CL A
02079K305
2320
834
SH
SOLE
0
0
834
AMAZON COM INC
COM
023135106
1803
553
SH
SOLE
0
0
553
AMERIPRISE FINL INC
COM
03076C106
438
1458
SH
SOLE
0
0
1458
APPLE INC
COM
037833100
4569
26166
SH
SOLE
0
0
26166
APTIV PLC
SHS
G6095L109
513
4282
SH
SOLE
0
0
4282
ASTRAZENECA PLC
SPONSORED ADR
046353108
442
6666
SH
SOLE
0
0
6666
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2096
5940
SH
SOLE
0
0
5940
BIOGEN INC
COM
09062X103
653
3101
SH
SOLE
0
0
3101
BK OF AMERICA CORP
COM
060505104
319
7745
SH
SOLE
0
0
7745
CAPITAL ONE FINL CORP
COM
14040H105
212
1614
SH
SOLE
0
0
1614
CF INDS HLDGS INC
COM
125269100
495
4803
SH
SOLE
0
0
4803
CHEVRON CORP NEW
COM
166764100
1328
8153
SH
SOLE
0
0
8153
CIA ENERGETICA DE MINAS GERA
SP ADR N-V PFD
204409601
102
31655
SH
SOLE
0
0
31655
CISCO SYS INC
COM
17275R102
1562
28014
SH
SOLE
0
0
28014
CITIZENS & NORTHN CORP
COM
172922106
267
10967
SH
SOLE
0
0
10967
COMPASS DIVERSIFIED
SH BEN INT
20451Q104
255
10739
SH
SOLE
0
0
10739
CONOCOPHILLIPS
COM
20825C104
255
2545
SH
SOLE
0
0
2545
CONSTELLATION BRANDS INC
CL A
21036P108
1123
4876
SH
SOLE
0
0
4876
CUMMINS INC
COM
231021106
287
1399
SH
SOLE
0
0
1399
CVS HEALTH CORP
COM
126650100
404
3987
SH
SOLE
0
0
3987
DANAHER CORPORATION
COM
235851102
404
1377
SH
SOLE
0
0
1377
DARDEN RESTAURANTS INC
COM
237194105
601
4519
SH
SOLE
0
0
4519
DISNEY WALT CO
COM
254687106
1637
11938
SH
SOLE
0
0
11938
DTE ENERGY CO
COM
233331107
1381
10447
SH
SOLE
0
0
10447
ECOLAB INC
COM
278865100
716
4056
SH
SOLE
0
0
4056
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
453
3678
SH
SOLE
0
0
3678
FISERV INC
COM
337738108
700
6903
SH
SOLE
0
0
6903
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
3701
41560
SH
SOLE
0
0
41560
HOST HOTELS & RESORTS INC
COM
44107P104
565
29091
SH
SOLE
0
0
29091
HP INC
COM
40434L105
843
23212
SH
SOLE
0
0
23212
INTEL CORP
COM
458140100
1492
30105
SH
SOLE
0
0
30105
INTERNATIONAL BUSINESS MACHS
COM
459200101
888
6832
SH
SOLE
0
0
6832
INVESCO QQQ TR
UNIT SER 1
46090E103
339
935
SH
SOLE
0
0
935
ISHARES TR
ESG AWR US AGRGT
46435U549
482
9327
SH
SOLE
0
0
9327
ISHARES TR
CORE INTL AGGR
46435G672
229
4390
SH
SOLE
0
0
4390
ISHARES TR
MSCI GBL SUS DEV
46435G532
517
6065
SH
SOLE
0
0
6065
ISHARES TR
ESG AW MSCI EAFE
46435G516
232
3150
SH
SOLE
0
0
3150
ISHARES TR
ESG AWRE 1 5 YR
46435G243
1453
58973
SH
SOLE
0
0
58973
ISHARES TR
MSCI INTL QUALTY
46434V456
4438
120373
SH
SOLE
0
0
120373
ISHARES TR
MSCI USA QLT FCT
46432F339
18231
135413
SH
SOLE
0
0
135413
ISHARES TR
NATIONAL MUN ETF
464288414
2263
20636
SH
SOLE
0
0
20636
ISHARES TR
EAFE SML CP ETF
464288273
547
8240
SH
SOLE
0
0
8240
ISHARES TR
MSCI ACWI ETF
464288257
437
4377
SH
SOLE
0
0
4377
ISHARES TR
SHRT NAT MUN ETF
464288158
445
4250
SH
SOLE
0
0
4250
ISHARES TR
RUS MD CP GR ETF
464287481
364
3620
SH
SOLE
0
0
3620
ISHARES TR
MSCI EAFE ETF
464287465
695
9438
SH
SOLE
0
0
9438
ISHARES TR
MSCI EMG MKT ETF
464287234
344
7616
SH
SOLE
0
0
7616
ISHARES TR
CORE US AGGBD ET
464287226
5954
55591
SH
SOLE
0
0
55591
ISHARES TR
CORE S&P500 ETF
464287200
212
468
SH
SOLE
0
0
468
ISHARES TR
CORE S&P TTL STK
464287150
426
4217
SH
SOLE
0
0
4217
JOHNSON & JOHNSON
COM
478160104
1183
6674
SH
SOLE
0
0
6674
JPMORGAN CHASE & CO
COM
46625H100
1570
11515
SH
SOLE
0
0
11515
KLA CORP
COM NEW
482480100
717
1959
SH
SOLE
0
0
1959
LKQ CORP
COM
501889208
523
11523
SH
SOLE
0
0
11523
LOWES COS INC
COM
548661107
1545
7644
SH
SOLE
0
0
7644
MASTERCARD INCORPORATED
CL A
57636Q104
1852
5182
SH
SOLE
0
0
5182
MCKESSON CORP
COM
58155Q103
615
2008
SH
SOLE
0
0
2008
MERCK & CO INC
COM
58933Y105
477
5810
SH
SOLE
0
0
5810
META PLATFORMS INC
CL A
30303M102
418
1882
SH
SOLE
0
0
1882
MICROSOFT CORP
COM
594918104
3081
9995
SH
SOLE
0
0
9995
NOKIA CORP
SPONSORED ADR
654902204
64
11770
SH
SOLE
0
0
11770
NVIDIA CORPORATION
COM
67066G104
1351
4950
SH
SOLE
0
0
4950
PENNS WOODS BANCORP INC
COM
708430103
340
13919
SH
SOLE
0
0
13919
PFIZER INC
COM
717081103
1312
25334
SH
SOLE
0
0
25334
PRUDENTIAL FINL INC
COM
744320102
1489
12602
SH
SOLE
0
0
12602
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
391
5589
SH
SOLE
0
0
5589
QUANTA SVCS INC
COM
74762E102
411
3119
SH
SOLE
0
0
3119
ROPER TECHNOLOGIES INC
COM
776696106
1153
2441
SH
SOLE
0
0
2441
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
265
763
SH
SOLE
0
0
763
SPDR INDEX SHS FDS
S&P INTL ETF
78463X772
294
7575
SH
SOLE
0
0
7575
SPDR S&P 500 ETF TR
TR UNIT
78462F103
356
788
SH
SOLE
0
0
788
SPDR SER TR
S&P BIOTECH
78464A870
351
3910
SH
SOLE
0
0
3910
SPDR SER TR
S&P DIVID ETF
78464A763
365
2850
SH
SOLE
0
0
2850
STANLEY BLACK & DECKER INC
COM
854502101
714
5107
SH
SOLE
0
0
5107
STRYKER CORPORATION
COM
863667101
378
1414
SH
SOLE
0
0
1414
TARGET CORP
COM
87612E106
1205
5678
SH
SOLE
0
0
5678
TESLA INC
COM
88160R101
369
342
SH
SOLE
0
0
342
THERMO FISHER SCIENTIFIC INC
COM
883556102
1366
2312
SH
SOLE
0
0
2312
TRAVELERS COMPANIES INC
COM
89417E109
337
1845
SH
SOLE
0
0
1845
TYSON FOODS INC
CL A
902494103
442
4930
SH
SOLE
0
0
4930
UNION PAC CORP
COM
907818108
363
1327
SH
SOLE
0
0
1327
UNITEDHEALTH GROUP INC
COM
91324P102
1066
2090
SH
SOLE
0
0
2090
UNIVERSAL DISPLAY CORP
COM
91347P105
334
2003
SH
SOLE
0
0
2003
UNUM GROUP
COM
91529Y106
356
11295
SH
SOLE
0
0
11295
VALERO ENERGY CORP
COM
91913Y100
254
2504
SH
SOLE
0
0
2504
VERIZON COMMUNICATIONS INC
COM
92343V104
1514
29728
SH
SOLE
0
0
29728
VISA INC
COM CL A
92826C839
345
1555
SH
SOLE
0
0
1555
WALGREENS BOOTS ALLIANCE INC
COM
931427108
420
9385
SH
SOLE
0
0
9385
WALMART INC
COM
931142103
647
4343
SH
SOLE
0
0
4343
WEST PHARMACEUTICAL SVSC INC
COM
955306105
415
1010
SH
SOLE
0
0
1010
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
224
5114
SH
SOLE
0
0
5114