News + Filings Holdings
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Evergreen Wealth Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Vanguard BD Index Fund Inc Sho
| BSV | COM | 181,674 | 117,982 | 13,729,138,000 | 8,934,422,000 | 10.75 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 25,679 | 9,099 | 5,656,533,000 | 2,486,681,000 | 4.43 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 33,177 | 2,775 | 4,324,995,000 | 1,771,205,000 | 3.39 | |
Hist
| 06/30/2023 |
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MARKEL GROUP INC.
| MKL | Common | 2,996 | 1,006 | 4,144,175,000 | 1,522,622,000 | 3.25 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Growth ETF
| VBK | common | 12,557 | 5,398 | 2,884,889,000 | 1,449,131,000 | 2.26 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Value ETF
| VBR | common | 20,180 | 8,082 | 3,337,755,000 | 1,416,621,000 | 2.61 | |
Hist
| 06/30/2023 |
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VANGUARD WHITEHALL FUNDS
| VYM | Common | 65,152 | 9,572 | 6,910,651,000 | 933,176,000 | 5.41 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 11,047 | 399 | 2,142,828,000 | 714,835,000 | 1.68 | |
Hist
| 06/30/2023 |
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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
| TSM | SPONSORED ADS | 18,913 | 2,424 | 1,908,738,000 | 680,504,000 | 1.50 | |
Hist
| 06/30/2023 |
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DIAMOND HILL INVESTMENT GROUP INC
| DHIL | Common | 15,744 | 4,461 | 2,696,979,000 | 609,477,000 | 2.11 | 0.52 |
Hist
| 06/30/2023 |
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EXPEDITORS INTERNATIONAL OF WASHINGTON INC
| EXPD | Common | 21,018 | 1,683 | 2,545,942,000 | 536,656,000 | 1.99 | 0.01 |
Hist
| 06/30/2023 |
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Vanguard Growth ETF
| VUG | ETF | 6,490 | 368 | 1,836,518,000 | 531,954,000 | 1.44 | |
Hist
| 06/30/2023 |
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Medtronic plc
| MDT | COM | 18,377 | 4,004 | 1,618,995,000 | 501,907,000 | 1.27 | 0.00 |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 11,433 | 123 | 3,898,646,000 | 405,106,000 | 3.05 | |
Hist
| 06/30/2023 |
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VISA INC.
| V | CL A | 9,452 | 461 | 2,244,655,000 | 376,655,000 | 1.76 | |
Hist
| 06/30/2023 |
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Schwab US Dividend Equity ETF
| SCHD | common | 79,707 | 6,392 | 5,788,338,000 | 333,028,000 | 4.53 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VEU | ETF | 19,157 | 4,956 | 1,042,336,000 | 330,289,000 | 0.82 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VSS | Common | 9,175 | 2,363 | 1,013,604,000 | 313,309,000 | 0.79 | |
Hist
| 06/30/2023 |
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QUALCOMM INC/DE
| QCOM | Common | 12,394 | 1,710 | 1,475,364,000 | 300,790,000 | 1.16 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 18,983 | 4,932 | 772,223,000 | 224,512,000 | 0.60 | |
Hist
| 06/30/2023 |
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NVR INC
| NVR | Common | 89 | 7 | 568,087,000 | 190,277,000 | 0.45 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| BAC | Common | 52,297 | 12,190 | 1,500,399,000 | 172,061,000 | 1.18 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTV | Common | 15,449 | 977 | 2,195,295,000 | 163,907,000 | 1.72 | |
Hist
| 06/30/2023 |
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VANGUARD STAR FUNDS
| VXUS | Common | 9,119 | 2,331 | 511,377,000 | 160,311,000 | 0.40 | |
Hist
| 06/30/2023 |
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CISCO SYSTEMS, INC.
| CSCO | Common | 28,469 | 353 | 1,472,969,000 | 133,529,000 | 1.15 | 0.00 |
Hist
| 06/30/2023 |
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OCCIDENTAL PETROLEUM CORP /DE/
| OXY | Common | 12,738 | 2,711 | 748,998,000 | 117,416,000 | 0.59 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 2,794 | 190 | 555,685,000 | 77,832,000 | 0.44 | |
Hist
| 06/30/2023 |
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Vanguard Mid-Cap Value ETF
| VOE | common | 11,996 | 1,523 | 1,585,007,000 | 51,312,000 | 1.24 | |
Hist
| 06/30/2023 |
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UNITEDHEALTH GROUP INC
| UNH | Common | 1,972 | 235 | 947,781,000 | 26,714,000 | 0.74 | 0.00 |
Hist
| 06/30/2023 |
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VALERO ENERGY CORP/TX
| VLO | Common | 8,921 | 739 | 1,046,488,000 | 8,525,000 | 0.82 | 0.00 |
Hist
| 06/30/2023 |
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LOCKHEED MARTIN CORP
| LMT | Common | 5,172 | 136 | 2,380,909,000 | -69,269,000 | 1.87 | 0.00 |
Hist
| 06/30/2023 |
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