0001906967-23-000001.txt : 20230130
0001906967-23-000001.hdr.sgml : 20230130
20230130164302
ACCESSION NUMBER: 0001906967-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230130
DATE AS OF CHANGE: 20230130
EFFECTIVENESS DATE: 20230130
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Evolution Advisers, Inc.
CENTRAL INDEX KEY: 0001906967
IRS NUMBER: 264173823
STATE OF INCORPORATION: VA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21683
FILM NUMBER: 23568449
BUSINESS ADDRESS:
STREET 1: 2917 WEST LEIGH STREET
CITY: RICHMOND
STATE: VA
ZIP: 23230
BUSINESS PHONE: 804-794-1981
MAIL ADDRESS:
STREET 1: 2917 WEST LEIGH STREET
CITY: RICHMOND
STATE: VA
ZIP: 23230
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001906967
XXXXXXXX
12-31-2022
12-31-2022
Evolution Advisers, Inc.
2917 WEST LEIGH STREET
RICHMOND
VA
23230
13F HOLDINGS REPORT
028-21683
N
Cindi Hill
Filing Agent
6197955986
Cindi Hill
San Diego
CA
01-30-2023
0
151
128470
false
INFORMATION TABLE
2
evo13fexport12312022.xml
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
33
125
SH
SOLE
0
0
125
ACUSHNET HLDGS CORP
COM
005098108
4
101
SH
SOLE
0
0
101
ADOBE SYSTEMS INCORPORATED
COM
00724F101
40
119
SH
SOLE
0
0
119
ALPHABET INC
CAP STK CL A
02079K305
81
920
SH
SOLE
0
0
920
ALPHABET INC
CAP STK CL C
02079K107
17
200
SH
SOLE
0
0
200
ALTRIA GROUP INC
COM
02209S103
162
3475
SH
SOLE
0
0
3475
AMAZON COM INC
COM
023135106
47
560
SH
SOLE
0
0
560
AMERICAN ELEC PWR CO INC
COM
025537101
12
130
SH
SOLE
0
0
130
AMERICAN WTR WKS CO INC NEW
COM
030420103
12
80
SH
SOLE
0
0
80
APPLE INC
COM
037833100
612
4690
SH
SOLE
0
0
4690
AT&T INC
COM
00206R102
10
544
SH
SOLE
0
0
544
BANC OF CALIFORNIA INC
COM
05990K106
0
0
SH
SOLE
0
0
0
BANK AMERICA CORP
COM
060505104
13
398
SH
SOLE
0
0
398
BAXTER INTL INC
COM
071813109
5
100
SH
SOLE
0
0
100
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
202
655
SH
SOLE
0
0
655
BLACKSTONE INC
COM
09260D107
7
100
SH
SOLE
0
0
100
BOEING CO
COM
097023105
19
100
SH
SOLE
0
0
100
BRIGHTHOUSE FINL INC
COM
10922N103
0
3
SH
SOLE
0
0
3
BRISTOL-MYERS SQUIBB CO
COM
110122108
12
180
SH
SOLE
0
0
180
CALIFORNIA RES CORP
COM STOCK
13057Q305
4
113
SH
SOLE
0
0
113
CAPITAL ONE FINL CORP
COM
14040H105
47
515
SH
SOLE
0
0
515
CARMAX INC
COM
143130102
2
43
SH
SOLE
0
0
43
CHEVRON CORP NEW
COM
166764100
17
100
SH
SOLE
0
0
100
CHURCH & DWIGHT CO INC
COM
171340102
24
300
SH
SOLE
0
0
300
CINTAS CORP
COM
172908105
20
45
SH
SOLE
0
0
45
CISCO SYS INC
COM
17275R102
25
544
SH
SOLE
0
0
544
COCA COLA CO
COM
191216100
9
143
SH
SOLE
0
0
143
CONSTELLATION ENERGY CORP
COM
21037T109
19
228
SH
SOLE
0
0
228
COSTCO WHSL CORP NEW
COM
22160K105
12
28
SH
SOLE
0
0
28
CURTISS WRIGHT CORP
COM
231561101
58
350
SH
SOLE
0
0
350
DANAHER CORPORATION
COM
235851102
13
50
SH
SOLE
0
0
50
DELTA AIR LINES INC DEL
COM NEW
247361702
24
759
SH
SOLE
0
0
759
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
44
1022
SH
SOLE
0
0
1022
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
404
16680
SH
SOLE
0
0
16680
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
70
3278
SH
SOLE
0
0
3278
DISNEY WALT CO
COM
254687106
23
275
SH
SOLE
0
0
275
DOMINION ENERGY INC
COM
25746U109
278
4541
SH
SOLE
0
0
4541
EATON CORP PLC
SHS
G29183103
23
150
SH
SOLE
0
0
150
ELEVANCE HEALTH INC
COM
036752103
78
153
SH
SOLE
0
0
153
EXELON CORP
COM
30161N101
30
704
SH
SOLE
0
0
704
EXTRA SPACE STORAGE INC
COM
30225T102
7
50
SH
SOLE
0
0
50
EXXON MOBIL CORP
COM
30231G102
527
4781
SH
SOLE
0
0
4781
FIRST TR EXCHANGE TRADED FD
WTR ETF
33733B100
36
456
SH
SOLE
0
0
456
FORD MTR CO DEL
COM
345370860
8
700
SH
SOLE
0
0
700
GENERAL ELECTRIC CO
COM NEW
369604301
7
95
SH
SOLE
0
0
95
GROWGENERATION CORP
COM
39986L109
0
50
SH
SOLE
0
0
50
HCA HEALTHCARE INC
COM
40412C101
39
165
SH
SOLE
0
0
165
HERSHEY CO
COM
427866108
86
373
SH
SOLE
0
0
373
HOME DEPOT INC
COM
437076102
138
440
SH
SOLE
0
0
440
HONEYWELL INTL INC
COM
438516106
28
131
SH
SOLE
0
0
131
INTEL CORP
COM
458140100
9
375
SH
SOLE
0
0
375
INTERDIGITAL INC
COM
45867G101
19
400
SH
SOLE
0
0
400
INTERNATIONAL BUSINESS MACHS
COM
459200101
14
100
SH
SOLE
0
0
100
INVESCO EXCHANGE TRADED FD T
DYNMC LRG VALU
46137V738
1171
24901
SH
SOLE
0
0
24901
ISHARES INC
CORE MSCI EMKT
46434G103
14
300
SH
SOLE
0
0
300
ISHARES TR
CORE S&P MCP ETF
464287507
27
113
SH
SOLE
0
0
113
ISHARES TR
CORE S&P SCP ETF
464287804
2
27
SH
SOLE
0
0
27
ISHARES TR
GLOBAL 100 ETF
464287572
1
19
SH
SOLE
0
0
19
ISHARES TR
IBOXX HI YD ETF
464288513
35
480
SH
SOLE
0
0
480
ISHARES TR
JPMORGAN USD EMG
464288281
7
83
SH
SOLE
0
0
83
ISHARES TR
RUS 1000 VAL ETF
464287598
10
71
SH
SOLE
0
0
71
ISHARES TR
SELF DRIVNG EV
46435U366
0
5
SH
SOLE
0
0
5
ISHARES TR
TIPS BD ETF
464287176
25
243
SH
SOLE
0
0
243
JOHNSON & JOHNSON
COM
478160104
52
296
SH
SOLE
0
0
296
JPMORGAN CHASE & CO
COM
46625H100
33
251
SH
SOLE
0
0
251
KIMBERLY-CLARK CORP
COM
494368103
281
2057
SH
SOLE
0
0
2057
KINDER MORGAN INC DEL
COM
49456B101
2
135
SH
SOLE
0
0
135
KINSALE CAP GROUP INC
COM
49714P108
35
135
SH
SOLE
0
0
135
KRAFT HEINZ CO
COM
500754106
0
20
SH
SOLE
0
0
20
KYNDRYL HLDGS INC
COMMON STOCK
50155Q100
0
20
SH
SOLE
0
0
20
LISTED FD TR
ROUNDHILL BALL
53656F417
4
600
SH
SOLE
0
0
600
LOCKHEED MARTIN CORP
COM
539830109
64
132
SH
SOLE
0
0
132
MARKEL CORP
COM
570535104
40
30
SH
SOLE
0
0
30
MASTERCARD INCORPORATED
CL A
57636Q104
71
205
SH
SOLE
0
0
205
MCKESSON CORP
COM
58155Q103
31
83
SH
SOLE
0
0
83
MEDTRONIC PLC
SHS
G5960L103
0
10
SH
SOLE
0
0
10
METLIFE INC
COM
59156R108
2
40
SH
SOLE
0
0
40
MICROSOFT CORP
COM
594918104
81
341
SH
SOLE
0
0
341
MONDELEZ INTL INC
CL A
609207105
9
138
SH
SOLE
0
0
138
NEXTERA ENERGY INC
COM
65339F101
33
400
SH
SOLE
0
0
400
NIKE INC
CL B
654106103
0
2
SH
SOLE
0
0
2
NISOURCE INC
COM
65473P105
162
5932
SH
SOLE
0
0
5932
NUSHARES ETF TR
NUVEEN ESG EMRGN
67092P888
967
38036
SH
SOLE
0
0
38036
NUSHARES ETF TR
NUVEEN ESG INTL
67092P805
3414
132332
SH
SOLE
0
0
132332
NUSHARES ETF TR
NUVEEN ESG LRGCP
67092P201
1735
35504
SH
SOLE
0
0
35504
NUSHARES ETF TR
NUVEEN ESG LRGVL
67092P300
1656
48366
SH
SOLE
0
0
48366
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
505
14794
SH
SOLE
0
0
14794
NUSHARES ETF TR
NUVEEN ESG US
67092P870
910
41826
SH
SOLE
0
0
41826
OLD REP INTL CORP
COM
680223104
264
10961
SH
SOLE
0
0
10961
ORACLE CORP
COM
68389X105
31
380
SH
SOLE
0
0
380
PAYCHEX INC
COM
704326107
31
275
SH
SOLE
0
0
275
PEPSICO INC
COM
713448108
62
342
SH
SOLE
0
0
342
PFIZER INC
COM
717081103
40
794
SH
SOLE
0
0
794
PHILIP MORRIS INTL INC
COM
718172109
7
78
SH
SOLE
0
0
78
PHILLIPS 66
COM
718546104
40
393
SH
SOLE
0
0
393
PPL CORP
COM
69351T106
33
1131
SH
SOLE
0
0
1131
PRICE T ROWE GROUP INC
COM
74144T108
87
805
SH
SOLE
0
0
805
PROCTER AND GAMBLE CO
COM
742718109
81
540
SH
SOLE
0
0
540
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
7
75
SH
SOLE
0
0
75
RIVIAN AUTOMOTIVE INC
COM CL A
76954A103
0
6
SH
SOLE
0
0
6
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
170
7198
SH
SOLE
0
0
7198
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
213
6629
SH
SOLE
0
0
6629
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
9
220
SH
SOLE
0
0
220
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1106
24511
SH
SOLE
0
0
24511
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
69
1244
SH
SOLE
0
0
1244
SCHWAB STRATEGIC TR
US REIT ETF
808524847
48
2490
SH
SOLE
0
0
2490
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
77
1908
SH
SOLE
0
0
1908
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
356
7812
SH
SOLE
0
0
7812
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
107
2071
SH
SOLE
0
0
2071
SIRIUS XM HOLDINGS INC
COM
82968B103
3
600
SH
SOLE
0
0
600
SPDR S&P 500 ETF TR
TR UNIT
78462F103
72
190
SH
SOLE
0
0
190
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
23
54
SH
SOLE
0
0
54
SPDR SER TR
BLOOMBERG HIGH Y
78468R622
17
196
SH
SOLE
0
0
196
SYNCHRONY FINANCIAL
COM
87165B103
2
70
SH
SOLE
0
0
70
TELEDYNE TECHNOLOGIES INC
COM
879360105
99
250
SH
SOLE
0
0
250
TESLA INC
COM
88160R101
91
741
SH
SOLE
0
0
741
THERMO FISHER SCIENTIFIC INC
COM
883556102
88
160
SH
SOLE
0
0
160
TRUIST FINL CORP
COM
89832Q109
50
1192
SH
SOLE
0
0
1192
UNION PAC CORP
COM
907818108
523
2527
SH
SOLE
0
0
2527
UNITED BANKSHARES INC WEST V
COM
909907107
410
10042
SH
SOLE
0
0
10042
UNITED PARCEL SERVICE INC
CL B
911312106
15
89
SH
SOLE
0
0
89
UNITEDHEALTH GROUP INC
COM
91324P102
39
75
SH
SOLE
0
0
75
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
4321
58150
SH
SOLE
0
0
58150
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
5818
80328
SH
SOLE
0
0
80328
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
10874
144457
SH
SOLE
0
0
144457
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
25
353
SH
SOLE
0
0
353
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
14945
315100
SH
SOLE
0
0
315100
VANGUARD INDEX FDS
GROWTH ETF
922908736
15416
72341
SH
SOLE
0
0
72341
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
13
76
SH
SOLE
0
0
76
VANGUARD INDEX FDS
MID CAP ETF
922908629
41
203
SH
SOLE
0
0
203
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
268
1494
SH
SOLE
0
0
1494
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1
20
SH
SOLE
0
0
20
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
89
255
SH
SOLE
0
0
255
VANGUARD INDEX FDS
SMALL CP ETF
922908751
5063
27585
SH
SOLE
0
0
27585
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
37
196
SH
SOLE
0
0
196
VANGUARD INDEX FDS
VALUE ETF
922908744
17035
121361
SH
SOLE
0
0
121361
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
0
8
SH
SOLE
0
0
8
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
7427
190544
SH
SOLE
0
0
190544
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
37
440
SH
SOLE
0
0
440
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
184
3737
SH
SOLE
0
0
3737
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
6814
149709
SH
SOLE
0
0
149709
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
571
7600
SH
SOLE
0
0
7600
VANGUARD STAR FDS
VG TL INTL STK F
921909768
37
716
SH
SOLE
0
0
716
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
19566
466205
SH
SOLE
0
0
466205
VANGUARD WHITEHALL FDS
EM MK GOV BD ETF
921946885
74
1228
SH
SOLE
0
0
1228
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
206
1910
SH
SOLE
0
0
1910
VERIZON COMMUNICATIONS INC
COM
92343V104
14
360
SH
SOLE
0
0
360
VISA INC
COM CL A
92826C839
64
310
SH
SOLE
0
0
310
WALMART INC
COM
931142103
163
1149
SH
SOLE
0
0
1149
WARNER BROS DISCOVERY INC
COM SER A
934423104
1
127
SH
SOLE
0
0
127
WELLS FARGO CO NEW
COM
949746101
287
6972
SH
SOLE
0
0
6972