Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERGREEN ADVISORS LLC | 02-07-2024 | 12-31-2023 | 17 | 308,168,050 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 1 | $122,857,459 | 2,206,888 | 0.04 | 0.04 | 21,689 | 0.99 | 12-31-2023 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 2 | $42,462,525 | 1,148,878 | 0.01 | 0.01 | 30,420 | 2.72 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 3 | $36,474,156 | 448,747 | 0.01 | 0.01 | 28,318 | 6.74 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 4 | $32,083,813 | 421,435 | 0.01 | 0.01 | 6,287 | 1.51 | 12-31-2023 |
