0001965292-24-000002.txt : 20240503 0001965292-24-000002.hdr.sgml : 20240503 20240503155426 ACCESSION NUMBER: 0001965292-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240503 DATE AS OF CHANGE: 20240503 EFFECTIVENESS DATE: 20240503 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Evergreen Wealth Management, LLC CENTRAL INDEX KEY: 0001965292 ORGANIZATION NAME: 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: 24912783 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 03-31-2024 03-31-2024 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 05-03-2024 0 55 147731752 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 4442581 29435 SH SOLE 29435 0 0 ALPHABET INC CAP STK CL C 02079K107 1280876 8412 SH SOLE 8412 0 0 AMAZON COM INC COM 023135106 6152117 34106 SH SOLE 34106 0 0 AMGEN INC COM 031162100 1391011 4892 SH SOLE 4892 0 0 APPLE INC COM 037833100 2026374 11817 SH SOLE 11817 0 0 BANK AMERICA CORP COM 060505104 2063628 54421 SH SOLE 54421 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5089306 12102 SH SOLE 12102 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1070884 2 SH SOLE 2 0 0 BOOKING HOLDINGS INC COM 09857L108 971744 268 SH SOLE 268 0 0 BROADCOM INC COM 11135F101 4191045 3162 SH SOLE 3162 0 0 CISCO SYS INC COM 17275R102 1466365 29380 SH SOLE 29380 0 0 DIAMOND HILL INVT GROUP INC COM NEW 25264R207 2515461 16316 SH SOLE 16316 0 0 ELEVANCE HEALTH INC COM 036752103 2040469 3935 SH SOLE 3935 0 0 ENBRIDGE INC COM 29250N105 814515 22513 SH SOLE 22513 0 0 EXPEDITORS INTL WASH INC COM 302130109 2636485 21687 SH SOLE 21687 0 0 EXXON MOBIL CORP COM 30231G102 1452410 12495 SH SOLE 12495 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 1743699 23506 SH SOLE 23506 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 6141399 106142 SH SOLE 106142 0 0 JOHNSON & JOHNSON COM 478160104 1608262 10167 SH SOLE 10167 0 0 JPMORGAN CHASE & CO COM 46625H100 2300951 11488 SH SOLE 11488 0 0 LOCKHEED MARTIN CORP COM 539830109 2448571 5383 SH SOLE 5383 0 0 MARKEL GROUP INC COM 570535104 4842376 3183 SH SOLE 3183 0 0 MEDTRONIC PLC SHS G5960L103 1670273 19165 SH SOLE 19165 0 0 META PLATFORMS INC CL A 30303M102 5926091 12204 SH SOLE 12204 0 0 MICROSOFT CORP COM 594918104 3751103 8916 SH SOLE 8916 0 0 NVR INC COM 62944T105 763692 94 SH SOLE 94 0 0 OCCIDENTAL PETE CORP COM 674599105 860399 13239 SH SOLE 13239 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 829947 735 SH SOLE 735 0 0 PAYPAL HLDGS INC COM 70450Y103 1632822 24374 SH SOLE 24374 0 0 PIMCO CORPORATE & INCOME OPP COM 72201B101 3890081 261606 SH SOLE 261606 0 0 QUALCOMM INC COM 747525103 2578460 15230 SH SOLE 15230 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1448520 17965 SH SOLE 17965 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2669735 19623 SH SOLE 19623 0 0 ULTA BEAUTY INC COM 90384S303 757253 1448 SH SOLE 1448 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1004995 2032 SH SOLE 2032 0 0 VALERO ENERGY CORP COM 91913Y100 1583841 9279 SH SOLE 9279 0 0 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 4176513 57742 SH SOLE 57742 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4015241 53253 SH SOLE 53253 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 6833898 89134 SH SOLE 89134 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1570637 10074 SH SOLE 10074 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 397609 1739 SH SOLE 1739 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1292654 5482 SH SOLE 5482 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6550069 25202 SH SOLE 25202 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3240250 12428 SH SOLE 12428 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3700987 19288 SH SOLE 19288 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 2240340 6509 SH SOLE 6509 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 2491047 15296 SH SOLE 15296 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1203910 20527 SH SOLE 20527 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1147705 9823 SH SOLE 9823 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 849448 20336 SH SOLE 20336 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 8233663 45089 SH SOLE 45089 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 588648 9762 SH SOLE 9762 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 8041140 66461 SH SOLE 66461 0 0 VISA INC COM CL A 92826C839 2739232 9815 SH SOLE 9815 0 0 WALMART INC COM 931142103 361020 6000 SH SOLE 6000 0 0