filing agent

0001906967-24-000001.txt : 20240726 0001906967-24-000001.hdr.sgml : 20240726 20240726153028 ACCESSION NUMBER: 0001906967-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240726 DATE AS OF CHANGE: 20240726 EFFECTIVENESS DATE: 20240726 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Evolution Advisers, Inc. CENTRAL INDEX KEY: 0001906967 ORGANIZATION NAME: 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: 241146202 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 06-30-2024 06-30-2024 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 07-26-2024 0 185 169388 false INFORMATION TABLE 2 evo13fexport06302024.xml ABBOTT LABS COM 002824100 0 8 SH SOLE 0 0 8 ABBVIE INC COM 00287Y109 1 8 SH SOLE 0 0 8 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 64 214 SH SOLE 0 0 214 ACUSHNET HLDGS CORP COM 005098108 6 103 SH SOLE 0 0 103 ADOBE INC COM 00724F101 66 119 SH SOLE 0 0 119 ALPHABET INC CAP STK CL A 02079K305 246 1353 SH SOLE 0 0 1353 ALPHABET INC CAP STK CL C 02079K107 115 628 SH SOLE 0 0 628 ALTRIA GROUP INC COM 02209S103 12 273 SH SOLE 0 0 273 AMAZON COM INC COM 023135106 150 781 SH SOLE 0 0 781 AMERICAN WTR WKS CO INC NEW COM 030420103 10 80 SH SOLE 0 0 80 AMGEN INC COM 031162100 62 200 SH SOLE 0 0 200 APPLE INC COM 037833100 1175 5581 SH SOLE 0 0 5581 ARES CAPITAL CORP COM 04010L103 6 304 SH SOLE 0 0 304 AT&T INC COM 00206R102 11 580 SH SOLE 0 0 580 AUTOMATIC DATA PROCESSING IN COM 053015103 42 176 SH SOLE 0 0 176 BANK AMERICA CORP COM 060505104 4 124 SH SOLE 0 0 124 BAXTER INTL INC COM 071813109 3 100 SH SOLE 0 0 100 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 371 912 SH SOLE 0 0 912 BROADCOM INC COM 11135F101 72 45 SH SOLE 0 0 45 CALIFORNIA RES CORP COM STOCK 13057Q305 6 113 SH SOLE 0 0 113 CAPITAL ONE FINL CORP COM 14040H105 64 464 SH SOLE 0 0 464 CARMAX INC COM 143130102 3 43 SH SOLE 0 0 43 CARRIER GLOBAL CORPORATION COM 14448C104 0 8 SH SOLE 0 0 8 CHEVRON CORP NEW COM 166764100 20 132 SH SOLE 0 0 132 CHURCH & DWIGHT CO INC COM 171340102 31 300 SH SOLE 0 0 300 CINTAS CORP COM 172908105 31 45 SH SOLE 0 0 45 CISCO SYS INC COM 17275R102 68 1437 SH SOLE 0 0 1437 COCA COLA CO COM 191216100 0 10 SH SOLE 0 0 10 CONSTELLATION ENERGY CORP COM 21037T109 46 231 SH SOLE 0 0 231 COSTCO WHSL CORP NEW COM 22160K105 30 36 SH SOLE 0 0 36 CURTISS WRIGHT CORP COM 231561101 94 350 SH SOLE 0 0 350 DANAHER CORPORATION COM 235851102 12 50 SH SOLE 0 0 50 DELTA AIR LINES INC DEL COM NEW 247361702 36 759 SH SOLE 0 0 759 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 2 105 SH SOLE 0 0 105 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 3 118 SH SOLE 0 0 118 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 537 16680 SH SOLE 0 0 16680 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 63 1699 SH SOLE 0 0 1699 DISCOVER FINL SVCS COM 254709108 1 10 SH SOLE 0 0 10 DISNEY WALT CO COM 254687106 27 275 SH SOLE 0 0 275 DOLLAR TREE INC COM 256746108 0 5 SH SOLE 0 0 5 DOMINION ENERGY INC COM 25746U109 95 1957 SH SOLE 0 0 1957 EA SERIES TRUST FREEDOM 100 EM 02072L607 0 23 SH SOLE 0 0 23 EATON CORP PLC SHS G29183103 47 150 SH SOLE 0 0 150 ELEVANCE HEALTH INC COM 036752103 127 236 SH SOLE 0 0 236 ETFIS SER TR I VIRTUS NEWFLEET 26923G707 0 17 SH SOLE 0 0 17 EXELON CORP COM 30161N101 25 745 SH SOLE 0 0 745 EXTRA SPACE STORAGE INC COM 30225T102 7 50 SH SOLE 0 0 50 EXXON MOBIL CORP COM 30231G102 555 4829 SH SOLE 0 0 4829 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 0 17 SH SOLE 0 0 17 FIRST TR EXCHANGE-TRADED FD WTR ETF 33733B100 45 456 SH SOLE 0 0 456 FORD MTR CO DEL COM 345370860 8 700 SH SOLE 0 0 700 FORTINET INC COM 34959E109 23 390 SH SOLE 0 0 390 FRANKLIN TEMPLETON ETF TR INTL COR DIV TIL 35473P108 0 27 SH SOLE 0 0 27 GE AEROSPACE COM NEW 369604301 15 95 SH SOLE 0 0 95 GE VERNOVA INC COM 36828A101 3 23 SH SOLE 0 0 23 GENERAL DYNAMICS CORP COM 369550108 0 2 SH SOLE 0 0 2 GENWORTH FINL INC COM SHS 37247D106 248 41111 SH SOLE 0 0 41111 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1 17 SH SOLE 0 0 17 GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109 0 5 SH SOLE 0 0 5 HCA HEALTHCARE INC COM 40412C101 28 88 SH SOLE 0 0 88 HERSHEY CO COM 427866108 69 379 SH SOLE 0 0 379 HOME DEPOT INC COM 437076102 155 452 SH SOLE 0 0 452 HONEYWELL INTL INC COM 438516106 28 135 SH SOLE 0 0 135 INGEVITY CORP COM 45688C107 0 7 SH SOLE 0 0 7 INTEL CORP COM 458140100 12 391 SH SOLE 0 0 391 INTERNATIONAL BUSINESS MACHS COM 459200101 17 100 SH SOLE 0 0 100 INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE 46137V738 1359 24696 SH SOLE 0 0 24696 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 1 18 SH SOLE 0 0 18 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 64 569 SH SOLE 0 0 569 ISHARES INC CORE MSCI EMKT 46434G103 16 300 SH SOLE 0 0 300 ISHARES TR CORE S&P500 ETF 464287200 62 114 SH SOLE 0 0 114 ISHARES TR CORE S&P MCP ETF 464287507 33 577 SH SOLE 0 0 577 ISHARES TR CORE S&P SCP ETF 464287804 47 444 SH SOLE 0 0 444 ISHARES TR ESG AW MSCI EAFE 46435G516 51 650 SH SOLE 0 0 650 ISHARES TR GLOBAL 100 ETF 464287572 1 19 SH SOLE 0 0 19 ISHARES TR MSCI INTL QUALTY 46434V456 0 22 SH SOLE 0 0 22 ISHARES TR RUS 1000 VAL ETF 464287598 12 71 SH SOLE 0 0 71 ISHARES TR SELF DRIVNG EV 46435U366 0 5 SH SOLE 0 0 5 JACOBS SOLUTIONS INC COM 46982L108 83 600 SH SOLE 0 0 600 JOHNSON & JOHNSON COM 478160104 60 411 SH SOLE 0 0 411 JPMORGAN CHASE & CO. COM 46625H100 132 657 SH SOLE 0 0 657 KIMBERLY-CLARK CORP COM 494368103 276 2000 SH SOLE 0 0 2000 KINSALE CAP GROUP INC COM 49714P108 76 199 SH SOLE 0 0 199 LISTED FD TR ROUNDHILL BALL 53656F417 7 600 SH SOLE 0 0 600 LOCKHEED MARTIN CORP COM 539830109 61 132 SH SOLE 0 0 132 LOWES COS INC COM 548661107 102 463 SH SOLE 0 0 463 LUMINAR TECHNOLOGIES INC COM CL A 550424105 0 21 SH SOLE 0 0 21 MARKEL GROUP INC COM 570535104 114 72 SH SOLE 0 0 72 MASTERCARD INCORPORATED CL A 57636Q104 90 205 SH SOLE 0 0 205 MCDONALDS CORP COM 580135101 0 2 SH SOLE 0 0 2 MCKESSON CORP COM 58155Q103 48 83 SH SOLE 0 0 83 MICROSOFT CORP COM 594918104 180 403 SH SOLE 0 0 403 NIKE INC CL B 654106103 0 2 SH SOLE 0 0 2 NISOURCE INC COM 65473P105 170 5932 SH SOLE 0 0 5932 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 1360 47465 SH SOLE 0 0 47465 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 4350 139752 SH SOLE 0 0 139752 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 2632 32432 SH SOLE 0 0 32432 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 1843 48792 SH SOLE 0 0 48792 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 611 15554 SH SOLE 0 0 15554 NUSHARES ETF TR NUVEEN ESG US 67092P870 1257 57638 SH SOLE 0 0 57638 NUTRIEN LTD COM 67077M108 44 867 SH SOLE 0 0 867 OLAPLEX HLDGS INC COM 679369108 0 10 SH SOLE 0 0 10 OLD REP INTL CORP COM 680223104 297 9632 SH SOLE 0 0 9632 ORACLE CORP COM 68389X105 53 380 SH SOLE 0 0 380 OTIS WORLDWIDE CORP COM 68902V107 0 4 SH SOLE 0 0 4 PAYCHEX INC COM 704326107 32 275 SH SOLE 0 0 275 PAYPAL HLDGS INC COM 70450Y103 0 2 SH SOLE 0 0 2 PEPSICO INC COM 713448108 89 542 SH SOLE 0 0 542 PHILIP MORRIS INTL INC COM 718172109 1 11 SH SOLE 0 0 11 PHILLIPS 66 COM 718546104 54 383 SH SOLE 0 0 383 PPL CORP COM 69351T106 32 1193 SH SOLE 0 0 1193 PRICE T ROWE GROUP INC COM 74144T108 82 712 SH SOLE 0 0 712 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 0 SH SOLE 0 0 0 PROASSURANCE CORP COM 74267C106 0 0 SH SOLE 0 0 0 PROCTER AND GAMBLE CO COM 742718109 89 540 SH SOLE 0 0 540 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 3 256 SH SOLE 0 0 256 ROBLOX CORP CL A 771049103 0 10 SH SOLE 0 0 10 RTX CORPORATION COM 75513E101 1 10 SH SOLE 0 0 10 SALESFORCE INC COM 79466L302 12 50 SH SOLE 0 0 50 SCHLUMBERGER LTD COM STK 806857108 0 4 SH SOLE 0 0 4 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 137 5180 SH SOLE 0 0 5180 SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 6 101 SH SOLE 0 0 101 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 0 7 SH SOLE 0 0 7 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 222 5802 SH SOLE 0 0 5802 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 0 7 SH SOLE 0 0 7 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 83 1329 SH SOLE 0 0 1329 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1235 19237 SH SOLE 0 0 19237 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 88 880 SH SOLE 0 0 880 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 108 1397 SH SOLE 0 0 1397 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 53 1125 SH SOLE 0 0 1125 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 236 5184 SH SOLE 0 0 5184 SEI INVTS CO COM 784117103 56 873 SH SOLE 0 0 873 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1 8 SH SOLE 0 0 8 SHOPIFY INC CL A 82509L107 0 5 SH SOLE 0 0 5 SPDR S&P 500 ETF TR TR UNIT 78462F103 97 179 SH SOLE 0 0 179 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 28 54 SH SOLE 0 0 54 SPDR SER TR PORTFOLIO S&P400 78464A847 0 15 SH SOLE 0 0 15 STARBUCKS CORP COM 855244109 29 383 SH SOLE 0 0 383 STRYKER CORPORATION COM 863667101 102 300 SH SOLE 0 0 300 SYNCHRONY FINANCIAL COM 87165B103 3 73 SH SOLE 0 0 73 TARGET CORP COM 87612E106 21 142 SH SOLE 0 0 142 TELEDYNE TECHNOLOGIES INC COM 879360105 96 250 SH SOLE 0 0 250 TESLA INC COM 88160R101 144 732 SH SOLE 0 0 732 THERMO FISHER SCIENTIFIC INC COM 883556102 88 160 SH SOLE 0 0 160 TOTALENERGIES SE SPONSORED ADS 89151E109 28 424 SH SOLE 0 0 424 TRUIST FINL CORP COM 89832Q109 113 74865 SH SOLE 0 0 74865 UBER TECHNOLOGIES INC COM 90353T100 11 163 SH SOLE 0 0 163 UNDER ARMOUR INC CL C 904311206 0 57 SH SOLE 0 0 57 UNILEVER PLC SPON ADR NEW 904767704 38 707 SH SOLE 0 0 707 UNION PAC CORP COM 907818108 497 2200 SH SOLE 0 0 2200 UNITED PARCEL SERVICE INC CL B 911312106 10 79 SH SOLE 0 0 79 UNITEDHEALTH GROUP INC COM 91324P102 39 77 SH SOLE 0 0 77 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 0 0 SH SOLE 0 0 0 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 0 0 SH SOLE 0 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5586 74596 SH SOLE 0 0 74596 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 7803 111013 SH SOLE 0 0 111013 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 13724 178934 SH SOLE 0 0 178934 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 7 98 SH SOLE 0 0 98 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 20030 411561 SH SOLE 0 0 411561 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 84 498 SH SOLE 0 0 498 VANGUARD INDEX FDS GROWTH ETF 922908736 26363 70489 SH SOLE 0 0 70489 VANGUARD INDEX FDS LARGE CAP ETF 922908637 18 76 SH SOLE 0 0 76 VANGUARD INDEX FDS MID CAP ETF 922908629 37 155 SH SOLE 0 0 155 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 587 2560 SH SOLE 0 0 2560 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1 20 SH SOLE 0 0 20 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1226 2452 SH SOLE 0 0 2452 VANGUARD INDEX FDS SMALL CP ETF 922908751 5860 26879 SH SOLE 0 0 26879 VANGUARD INDEX FDS TOTAL STK MKT 922908769 161 32472 SH SOLE 0 0 32472 VANGUARD INDEX FDS VALUE ETF 922908744 19886 123976 SH SOLE 0 0 123976 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 96 1649 SH SOLE 0 0 1649 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10091 230602 SH SOLE 0 0 230602 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 316 2808 SH SOLE 0 0 2808 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 981 19594 SH SOLE 0 0 19594 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 8684 191282 SH SOLE 0 0 191282 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 344 4454 SH SOLE 0 0 4454 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 93 1374 SH SOLE 0 0 1374 VANGUARD SPECIALIZED FUNDS DIV APP 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