0001965292-23-000002.txt : 20230425 0001965292-23-000002.hdr.sgml : 20230425 20230425162824 ACCESSION NUMBER: 0001965292-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230425 DATE AS OF CHANGE: 20230425 EFFECTIVENESS DATE: 20230425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Evergreen Wealth Management, LLC CENTRAL INDEX KEY: 0001965292 IRS NUMBER: 203901910 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23008 FILM NUMBER: 23845237 BUSINESS ADDRESS: STREET 1: 319 WEST GRAND RIVER AVE. CITY: WILLIAMSTON STATE: MI ZIP: 48895 BUSINESS PHONE: 517-655-2118 MAIL ADDRESS: STREET 1: 319 WEST GRAND RIVER AVE. CITY: WILLIAMSTON STATE: MI ZIP: 48895 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001965292 XXXXXXXX 03-31-2023 03-31-2023 false Evergreen Wealth Management, LLC

319 West Grand River Ave. Williamston MI 48895

13F HOLDINGS REPORT 028-23008 000174090 801-125737 N David C. Bensch 517-655-2118 /s/ David C. Bensch WILLIAMSTON MI 04-25-2023 0 51 112614567 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 917605 8823 SH SOLE 8823 0 0 ALPHABET INC CAP STK CL A 02079K305 3075237 29647 SH SOLE 29647 0 0 AMAZON COM INC COM 023135106 3200290 30984 SH SOLE 30984 0 0 APPLE INC COM 037833100 1846718 11199 SH SOLE 11199 0 0 BANK AMERICA CORP COM 060505104 1167787 40832 SH SOLE 40832 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3223410 10440 SH SOLE 10440 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 851554 2 SH SOLE 2 0 0 BROADCOM INC COM 11135F101 2550006 3975 SH SOLE 3975 0 0 CISCO SYS INC COM 17275R102 1471227 28144 SH SOLE 28144 0 0 DIAMOND HILL INVT GROUP INC COM NEW 25264R207 2168125 13174 SH SOLE 13174 0 0 ENBRIDGE INC COM 29250N105 1540465 40379 SH SOLE 40379 0 0 EXPEDITORS INTL WASH INC COM 302130109 2153725 19558 SH SOLE 19558 0 0 EXXON MOBIL CORP COM 30231G102 1612080 14701 SH SOLE 14701 0 0 JOHNSON & JOHNSON COM 478160104 2590238 16711 SH SOLE 16711 0 0 JPMORGAN CHASE & CO COM 46625H100 1562875 11994 SH SOLE 11994 0 0 LOCKHEED MARTIN CORP COM 539830109 2415501 5110 SH SOLE 5110 0 0 MARKEL CORP COM 570535104 3456270 2706 SH SOLE 2706 0 0 MEDTRONIC PLC SHS G5960L103 1328573 16479 SH SOLE 16479 0 0 META PLATFORMS INC CL A 30303M102 4098410 19338 SH SOLE 19338 0 0 MICROSOFT CORP COM 594918104 2623685 9101 SH SOLE 9101 0 0 NVR INC COM 62944T105 487375 87 SH SOLE 87 0 0 OCCIDENTAL PETE CORP COM 674599105 649174 10398 SH SOLE 10398 0 0 OLIN CORP COM PAR $1 680665205 924760 16662 SH SOLE 16662 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 673814 794 SH SOLE 794 0 0 PIMCO CORPORATE & INCOME OPP COM 72201B101 3015615 241830 SH SOLE 241830 0 0 QUALCOMM INC COM 747525103 1426488 11181 SH SOLE 11181 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5224950 71418 SH SOLE 71418 0 0 SOUTHERN CO COM 842587107 599467 8616 SH SOLE 8616 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 3111247 105003 SH SOLE 105003 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1551327 16677 SH SOLE 16677 0 0 UNITEDHEALTH GROUP INC COM 91324P102 817493 1730 SH SOLE 1730 0 0 VALERO ENERGY CORP COM 91913Y100 1156184 8282 SH SOLE 8282 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 11968404 156470 SH SOLE 156470 0 0 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 2250051 29359 SH SOLE 29359 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1484002 19338 SH SOLE 19338 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 543027 2865 SH SOLE 2865 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2583966 16276 SH SOLE 16276 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2287868 10572 SH SOLE 10572 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3998544 19591 SH SOLE 19591 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1622756 6506 SH SOLE 6506 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1224696 6433 SH SOLE 5616 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 2131738 15435 SH SOLE 15435 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1781584 11983 SH SOLE 10236 0 1747 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 607261 15031 SH SOLE 15031 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 794680 7275 SH SOLE 7275 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 811190 15171 SH SOLE 15171 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 299734 2731 SH SOLE 606 0 2125 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6240313 40519 SH SOLE 40519 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 399506 7236 SH SOLE 7236 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 6037816 57230 SH SOLE 57230 0 0 VISA INC COM CL A 92826C839 2055756 9118 SH SOLE 9118 0 0