0001904432-22-000001.txt : 20220119 0001904432-22-000001.hdr.sgml : 20220119 20220119095925 ACCESSION NUMBER: 0001904432-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220119 DATE AS OF CHANGE: 20220119 EFFECTIVENESS DATE: 20220119 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: 22537092 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 12-31-2021 12-31-2021 Evergreen Wealth Solutions, LLC

1000 COMMERCE PARK DRIVE, #407 WILLIAMSPORT PA 08247

13F HOLDINGS REPORT 028-21456 N JORDAN GREEN 6098810101 JORDAN GREEN Stone Harbor NJ 01-19-2022 0 94 110286 false INFORMATION TABLE 2 evergreenq42021_13f.xml EVERGREEN INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1470 3547 SH SOLE 0 0 3547 ALASKA AIR GROUP INC COM 011659109 216 4148 SH SOLE 0 0 4148 ALLSTATE CORP COM 020002101 313 2659 SH SOLE 0 0 2659 ALPHABET INC CAP STK CL A 02079K305 2500 863 SH SOLE 0 0 863 AMAZON COM INC COM 023135106 1834 550 SH SOLE 0 0 550 AMERIPRISE FINL INC COM 03076C106 481 1596 SH SOLE 0 0 1596 APPLE INC COM 037833100 4900 27592 SH SOLE 0 0 27592 APTIV PLC SHS G6095L109 633 3840 SH SOLE 0 0 3840 ASTRAZENECA PLC SPONSORED ADR 046353108 396 6804 SH SOLE 0 0 6804 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1805 6036 SH SOLE 0 0 6036 BIOGEN INC COM 09062X103 718 2992 SH SOLE 0 0 2992 BK OF AMERICA CORP COM 060505104 354 7963 SH SOLE 0 0 7963 CAPITAL ONE FINL CORP COM 14040H105 238 1640 SH SOLE 0 0 1640 CF INDS HLDGS INC COM 125269100 389 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HOST HOTELS & RESORTS INC COM 44107P104 512 29421 SH SOLE 0 0 29421 HP INC COM 40434L105 920 24430 SH SOLE 0 0 24430 INTEL CORP COM 458140100 1385 26897 SH SOLE 0 0 26897 INTERNATIONAL BUSINESS MACHS COM 459200101 915 6847 SH SOLE 0 0 6847 INVESCO QQQ TR UNIT SER 1 46090E103 372 935 SH SOLE 0 0 935 ISHARES TR CORE S&P TTL STK 464287150 623 5828 SH SOLE 0 0 5828 ISHARES TR CORE S&P500 ETF 464287200 223 467 SH SOLE 0 0 467 ISHARES TR CORE US AGGBD ET 464287226 6350 55662 SH SOLE 0 0 55662 ISHARES TR MSCI EMG MKT ETF 464287234 764 15638 SH SOLE 0 0 15638 ISHARES TR CORE S&P SCP ETF 464287804 207 1804 SH SOLE 0 0 1804 ISHARES TR EAFE SML CP ETF 464288273 1224 16740 SH SOLE 0 0 16740 ISHARES TR NATIONAL MUN ETF 464288414 1974 16979 SH SOLE 0 0 16979 ISHARES TR MSCI USA QLT FCT 46432F339 20482 140712 SH SOLE 0 0 140712 ISHARES TR MSCI INTL QUALTY 46434V456 5092 129314 SH SOLE 0 0 129314 ISHARES TR ESG AWRE 1 5 YR 46435G243 1263 49244 SH SOLE 0 0 49244 ISHARES TR ESG AW MSCI EAFE 46435G516 293 3689 SH SOLE 0 0 3689 ISHARES TR MSCI GBL SUS DEV 46435G532 489 5391 SH SOLE 0 0 5391 ISHARES TR CORE INTL AGGR 46435G672 354 6500 SH SOLE 0 0 6500 ISHARES TR GBL GREEN ETF 46435U440 278 5130 SH SOLE 0 0 5130 ISHARES TR ESG AWR US AGRGT 46435U549 426 7715 SH SOLE 0 0 7715 JOHNSON & JOHNSON COM 478160104 1148 6713 SH SOLE 0 0 6713 JPMORGAN CHASE & CO COM 46625H100 1764 11140 SH SOLE 0 0 11140 KLA CORP COM NEW 482480100 867 2015 SH SOLE 0 0 2015 LKQ CORP COM 501889208 690 11502 SH SOLE 0 0 11502 LOWES COS INC COM 548661107 2048 7923 SH SOLE 0 0 7923 MASTERCARD INCORPORATED CL A 57636Q104 1845 5133 SH SOLE 0 0 5133 MCKESSON CORP COM 58155Q103 551 2215 SH SOLE 0 0 2215 MERCK & CO INC COM 58933Y105 447 5828 SH SOLE 0 0 5828 META PLATFORMS INC CL A 30303M102 743 2209 SH SOLE 0 0 2209 MICROSOFT CORP COM 594918104 3342 9936 SH SOLE 0 0 9936 NOKIA CORP SPONSORED ADR 654902204 82 13240 SH SOLE 0 0 13240 NOVO-NORDISK A S ADR 670100205 202 1802 SH SOLE 0 0 1802 NVIDIA CORPORATION COM 67066G104 1404 4772 SH SOLE 0 0 4772 PENNS WOODS BANCORP INC COM 708430103 343 14519 SH SOLE 0 0 14519 PFIZER INC COM 717081103 1544 26152 SH SOLE 0 0 26152 PROCTER AND GAMBLE CO COM 742718109 224 1372 SH SOLE 0 0 1372 PRUDENTIAL FINL INC COM 744320102 1369 12647 SH SOLE 0 0 12647 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 389 5823 SH SOLE 0 0 5823 QUANTA SVCS INC COM 74762E102 373 3254 SH SOLE 0 0 3254 ROPER TECHNOLOGIES INC COM 776696106 1169 2377 SH SOLE 0 0 2377 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 277 763 SH SOLE 0 0 763 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 340 8734 SH SOLE 0 0 8734 SPDR S&P 500 ETF TR TR UNIT 78462F103 374 788 SH SOLE 0 0 788 SPDR SER TR S&P DIVID ETF 78464A763 513 3973 SH SOLE 0 0 3973 SPDR SER TR S&P BIOTECH 78464A870 1120 10001 SH SOLE 0 0 10001 STANLEY BLACK & DECKER INC COM 854502101 950 5039 SH SOLE 0 0 5039 STRYKER CORPORATION COM 863667101 367 1374 SH SOLE 0 0 1374 TARGET CORP COM 87612E106 1292 5584 SH SOLE 0 0 5584 TESLA INC COM 88160R101 375 355 SH SOLE 0 0 355 THERMO FISHER SCIENTIFIC INC COM 883556102 1519 2276 SH SOLE 0 0 2276 TRAVELERS COMPANIES INC COM 89417E109 296 1889 SH SOLE 0 0 1889 TYSON FOODS INC CL A 902494103 455 5222 SH SOLE 0 0 5222 UNION PAC CORP COM 907818108 348 1380 SH SOLE 0 0 1380 UNITEDHEALTH GROUP INC COM 91324P102 1105 2201 SH SOLE 0 0 2201 UNIVERSAL DISPLAY CORP COM 91347P105 330 2000 SH SOLE 0 0 2000 UNUM GROUP COM 91529Y106 276 11242 SH SOLE 0 0 11242 VALERO ENERGY CORP COM 91913Y100 201 2677 SH SOLE 0 0 2677 VANGUARD INDEX FDS TOTAL STK MKT 922908769 236 979 SH SOLE 0 0 979 VERIZON COMMUNICATIONS INC COM 92343V104 1395 26844 SH SOLE 0 0 26844 VISA INC COM CL A 92826C839 337 1553 SH SOLE 0 0 1553 WALGREENS BOOTS ALLIANCE INC COM 931427108 486 9314 SH SOLE 0 0 9314 WALMART INC COM 931142103 655 4528 SH SOLE 0 0 4528 WEST PHARMACEUTICAL SVSC INC COM 955306105 488 1041 SH SOLE 0 0 1041 WISDOMTREE TR EMER MKT HIGH FD 97717W315 304 7023 SH SOLE 0 0 7023