StockDriftsStockDriftsTop 50 Evergreen Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 37.02% | 6.28M | $157.6M | +1.83%(+112.72K) | $11.65(+145.11%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 14.36% | 2.47M | $61.2M | +0.84%(+20.65K) | $16.39(+66.59%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 11.95% | 614.9K | $50.9M | +5.34%(+31.19K) | $78.34(+5.38%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 11.18% | 1.55M | $47.6M | +2.20%(+33.40K) | $24.40(+30.10%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 8.12% | 580.5K | $34.6M | +3.76%(+21.01K) | $58.69(+0.49%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 7.64% | 692.8K | $32.5M | +4.06%(+27.02K) | $45.64(+2.31%) | 2026-03-31 | |
| IJR | ISHARES TR | 5.33% | 182.6K | $22.7M | +2.85%(+5.05K) | $89.85(+50.56%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 0.7% | 4.6K | $3.0M | -10.18%(-521) | $294.80(+151.80%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 0.35% | 6.9K | $1.5M | +18.80%(+1.09K) | $113.56(+101.37%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.25% | 4.2K | $1.1M | -0.73%(-31) | $144.98(+106.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.17% | +30.12% |
| Top 20 Holdings Unweighted | +9.61% | +31.69% |
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