0001906967-23-000003.txt : 20231020
0001906967-23-000003.hdr.sgml : 20231020
20231020133037
ACCESSION NUMBER: 0001906967-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231020
DATE AS OF CHANGE: 20231020
EFFECTIVENESS DATE: 20231020
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: 231336720
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
09-30-2023
09-30-2023
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
10-20-2023
0
142
138161
false
INFORMATION TABLE
2
evo13fexport09302023.xml
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
38
125
SH
SOLE
0
0
125
ACUSHNET HLDGS CORP
COM
005098108
5
102
SH
SOLE
0
0
102
ADOBE SYSTEMS INCORPORATED
COM
00724F101
60
119
SH
SOLE
0
0
119
ALPHABET INC
CAP STK CL A
02079K305
94
720
SH
SOLE
0
0
720
ALPHABET INC
CAP STK CL C
02079K107
26
200
SH
SOLE
0
0
200
ALTRIA GROUP INC
COM
02209S103
129
3073
SH
SOLE
0
0
3073
AMAZON COM INC
COM
023135106
66
526
SH
SOLE
0
0
526
AMERICAN ELEC PWR CO INC
COM
025537101
9
130
SH
SOLE
0
0
130
AMERICAN WTR WKS CO INC NEW
COM
030420103
9
80
SH
SOLE
0
0
80
APPLE INC
COM
037833100
383
2240
SH
SOLE
0
0
2240
ARES CAPITAL CORP
COM
04010L103
5
277
SH
SOLE
0
0
277
AT&T INC
COM
00206R102
8
561
SH
SOLE
0
0
561
BANK AMERICA CORP
COM
060505104
10
400
SH
SOLE
0
0
400
BAXTER INTL INC
COM
071813109
3
100
SH
SOLE
0
0
100
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
229
655
SH
SOLE
0
0
655
BRIGHTHOUSE FINL INC
COM
10922N103
0
3
SH
SOLE
0
0
3
BRISTOL-MYERS SQUIBB CO
COM
110122108
10
180
SH
SOLE
0
0
180
CALIFORNIA RES CORP
COM STOCK
13057Q305
6
113
SH
SOLE
0
0
113
CAPITAL ONE FINL CORP
COM
14040H105
64
665
SH
SOLE
0
0
665
CARMAX INC
COM
143130102
3
43
SH
SOLE
0
0
43
CHEVRON CORP NEW
COM
166764100
20
124
SH
SOLE
0
0
124
CHURCH & DWIGHT CO INC
COM
171340102
27
300
SH
SOLE
0
0
300
CINTAS CORP
COM
172908105
21
45
SH
SOLE
0
0
45
CISCO SYS INC
COM
17275R102
30
557
SH
SOLE
0
0
557
COCA COLA CO
COM
191216100
8
143
SH
SOLE
0
0
143
CONSTELLATION ENERGY CORP
COM
21037T109
25
230
SH
SOLE
0
0
230
COSTCO WHSL CORP NEW
COM
22160K105
15
28
SH
SOLE
0
0
28
CURTISS WRIGHT CORP
COM
231561101
68
350
SH
SOLE
0
0
350
DANAHER CORPORATION
COM
235851102
12
50
SH
SOLE
0
0
50
DELTA AIR LINES INC DEL
COM NEW
247361702
28
759
SH
SOLE
0
0
759
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
437
16680
SH
SOLE
0
0
16680
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
0
15
SH
SOLE
0
0
15
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
1
77
SH
SOLE
0
0
77
DISNEY WALT CO
COM
254687106
22
275
SH
SOLE
0
0
275
DOMINION ENERGY INC
COM
25746U109
143
3236
SH
SOLE
0
0
3236
EATON CORP PLC
SHS
G29183103
31
150
SH
SOLE
0
0
150
ELEVANCE HEALTH INC
COM
036752103
161
371
SH
SOLE
0
0
371
EXELON CORP
COM
30161N101
27
723
SH
SOLE
0
0
723
EXTRA SPACE STORAGE INC
COM
30225T102
6
50
SH
SOLE
0
0
50
EXXON MOBIL CORP
COM
30231G102
566
4794
SH
SOLE
0
0
4794
FIRST TR EXCHANGE TRADED FD
WTR ETF
33733B100
37
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
10
95
SH
SOLE
0
0
95
GENWORTH FINL INC
COM CL A
37247D106
90
15189
SH
SOLE
0
0
15189
GROWGENERATION CORP
COM
39986L109
0
50
SH
SOLE
0
0
50
HCA HEALTHCARE INC
COM
40412C101
40
165
SH
SOLE
0
0
165
HERSHEY CO
COM
427866108
75
375
SH
SOLE
0
0
375
HOME DEPOT INC
COM
437076102
132
440
SH
SOLE
0
0
440
HONEYWELL INTL INC
COM
438516106
24
133
SH
SOLE
0
0
133
INTEL CORP
COM
458140100
13
375
SH
SOLE
0
0
375
INTERDIGITAL INC
COM
45867G101
32
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
1162
24844
SH
SOLE
0
0
24844
ISHARES INC
CORE MSCI EMKT
46434G103
14
300
SH
SOLE
0
0
300
ISHARES TR
CORE S&P MCP ETF
464287507
28
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
0
7
SH
SOLE
0
0
7
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
JOHNSON & JOHNSON
COM
478160104
46
299
SH
SOLE
0
0
299
JPMORGAN CHASE & CO
COM
46625H100
36
251
SH
SOLE
0
0
251
KIMBERLY-CLARK CORP
COM
494368103
242
2009
SH
SOLE
0
0
2009
KINSALE CAP GROUP INC
COM
49714P108
55
135
SH
SOLE
0
0
135
KYNDRYL HLDGS INC
COMMON STOCK
50155Q100
0
20
SH
SOLE
0
0
20
LISTED FD TR
ROUNDHILL BALL
53656F417
5
600
SH
SOLE
0
0
600
LOCKHEED MARTIN CORP
COM
539830109
53
132
SH
SOLE
0
0
132
MARKEL GROUP INC
COM
570535104
104
70
SH
SOLE
0
0
70
MASTERCARD INCORPORATED
CL A
57636Q104
81
205
SH
SOLE
0
0
205
MCKESSON CORP
COM
58155Q103
36
83
SH
SOLE
0
0
83
METLIFE INC
COM
59156R108
2
40
SH
SOLE
0
0
40
MICROSOFT CORP
COM
594918104
104
330
SH
SOLE
0
0
330
NEXTERA ENERGY INC
COM
65339F101
22
400
SH
SOLE
0
0
400
NIKE INC
CL B
654106103
0
2
SH
SOLE
0
0
2
NISOURCE INC
COM
65473P105
146
5932
SH
SOLE
0
0
5932
NUSHARES ETF TR
NUVEEN ESG EMRGN
67092P888
999
38138
SH
SOLE
0
0
38138
NUSHARES ETF TR
NUVEEN ESG INTL
67092P805
3584
131194
SH
SOLE
0
0
131194
NUSHARES ETF TR
NUVEEN ESG LRGCP
67092P201
2208
36830
SH
SOLE
0
0
36830
NUSHARES ETF TR
NUVEEN ESG LRGVL
67092P300
1641
48878
SH
SOLE
0
0
48878
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
524
15057
SH
SOLE
0
0
15057
NUSHARES ETF TR
NUVEEN ESG US
67092P870
955
45308
SH
SOLE
0
0
45308
OLD REP INTL CORP
COM
680223104
288
10709
SH
SOLE
0
0
10709
ORACLE CORP
COM
68389X105
40
380
SH
SOLE
0
0
380
PAYCHEX INC
COM
704326107
31
275
SH
SOLE
0
0
275
PEPSICO INC
COM
713448108
57
342
SH
SOLE
0
0
342
PFIZER INC
COM
717081103
26
794
SH
SOLE
0
0
794
PHILLIPS 66
COM
718546104
46
383
SH
SOLE
0
0
383
PPL CORP
COM
69351T106
27
1160
SH
SOLE
0
0
1160
PRICE T ROWE GROUP INC
COM
74144T108
85
820
SH
SOLE
0
0
820
PROCTER AND GAMBLE CO
COM
742718109
78
540
SH
SOLE
0
0
540
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
5
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
142
5950
SH
SOLE
0
0
5950
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
166
4902
SH
SOLE
0
0
4902
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
28
565
SH
SOLE
0
0
565
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1071
21179
SH
SOLE
0
0
21179
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
90
1244
SH
SOLE
0
0
1244
SCHWAB STRATEGIC TR
US REIT ETF
808524847
0
47
SH
SOLE
0
0
47
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
80
1936
SH
SOLE
0
0
1936
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
170
3861
SH
SOLE
0
0
3861
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
1
23
SH
SOLE
0
0
23
SIRIUS XM HOLDINGS INC
COM
82968B103
2
600
SH
SOLE
0
0
600
SPDR S&P 500 ETF TR
TR UNIT
78462F103
76
179
SH
SOLE
0
0
179
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
24
54
SH
SOLE
0
0
54
SYNCHRONY FINANCIAL
COM
87165B103
2
72
SH
SOLE
0
0
72
TELEDYNE TECHNOLOGIES INC
COM
879360105
102
250
SH
SOLE
0
0
250
TESLA INC
COM
88160R101
184
741
SH
SOLE
0
0
741
THERMO FISHER SCIENTIFIC INC
COM
883556102
80
160
SH
SOLE
0
0
160
TRUIST FINL CORP
COM
89832Q109
28
1009
SH
SOLE
0
0
1009
UNION PAC CORP
COM
907818108
472
2322
SH
SOLE
0
0
2322
UNITED BANKSHARES INC WEST V
COM
909907107
277
10042
SH
SOLE
0
0
10042
UNITED PARCEL SERVICE INC
CL B
911312106
12
79
SH
SOLE
0
0
79
UNITEDHEALTH GROUP INC
COM
91324P102
38
75
SH
SOLE
0
0
75
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
4728
65391
SH
SOLE
0
0
65391
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
6038
90046
SH
SOLE
0
0
90046
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
11862
157807
SH
SOLE
0
0
157807
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
16343
341702
SH
SOLE
0
0
341702
VANGUARD INDEX FDS
GROWTH ETF
922908736
19783
72651
SH
SOLE
0
0
72651
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
14
76
SH
SOLE
0
0
76
VANGUARD INDEX FDS
MID CAP ETF
922908629
42
203
SH
SOLE
0
0
203
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
290
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
100
255
SH
SOLE
0
0
255
VANGUARD INDEX FDS
SMALL CP ETF
922908751
5064
26784
SH
SOLE
0
0
26784
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
103
486
SH
SOLE
0
0
486
VANGUARD INDEX FDS
VALUE ETF
922908744
16882
122395
SH
SOLE
0
0
122395
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
7882
201031
SH
SOLE
0
0
201031
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
70
755
SH
SOLE
0
0
755
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
577
12004
SH
SOLE
0
0
12004
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
7185
164129
SH
SOLE
0
0
164129
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
336
4480
SH
SOLE
0
0
4480
VANGUARD SCOTTSDALE FDS
TOTAL WLD BD ETF
92206C565
40
615
SH
SOLE
0
0
615
VANGUARD STAR FDS
VG TL INTL STK F
921909768
38
716
SH
SOLE
0
0
716
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
20979
479844
SH
SOLE
0
0
479844
VANGUARD WHITEHALL FDS
EM MK GOV BD ETF
921946885
1
28
SH
SOLE
0
0
28
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
197
1910
SH
SOLE
0
0
1910
VERIZON COMMUNICATIONS INC
COM
92343V104
4
142
SH
SOLE
0
0
142
VISA INC
COM CL A
92826C839
71
310
SH
SOLE
0
0
310
WALMART INC
COM
931142103
184
1150
SH
SOLE
0
0
1150
WARNER BROS DISCOVERY INC
COM SER A
934423104
1
127
SH
SOLE
0
0
127
WELLS FARGO CO NEW
COM
949746101
278
6811
SH
SOLE
0
0
6811