Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERGREEN WEALTH MANAGEMENT LLC | 05-03-2024 | 03-31-2024 | 55 | 147,731,752 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1 | $8,233,663 | 45,089 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 2 | $8,041,140 | 66,461 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 3 | $6,833,898 | 89,134 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 4 | $6,550,069 | 25,202 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
