Evergreen Advisors, LLC Buys iShares Core U.S. Aggregate Bond ETF, Apple Inc, Schwab U.S. Large-Cap ETF, Sells United Community Banks Inc, iShares Core S&P Small-Cap ETF

Feb 11, 2020

Investment company Evergreen Advisors, LLC (Current Portfolio) buys iShares Core U.S. Aggregate Bond ETF, Apple Inc, Schwab U.S. Large-Cap ETF, sells United Community Banks Inc, iShares Core S&P Small-Cap ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Evergreen Advisors, LLC. As of 2019Q4, Evergreen Advisors, LLC owns 18 stocks with a total value of $176 million. These are the details of the buys and sells.

New Purchases: AAPL, SCHX,
Added Positions: AGG, SCHF, SCHA, HYLB, IAGG, SCZ, VEU,
Reduced Positions: ISTB, IJR, MUB,
Sold Out: UCBI,

For the details of Evergreen Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/evergreen+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Evergreen Advisors, LLC

Schwab U.S. Broad MarketETF (SCHB) - 1,139,628 shares, 49.66% of the total portfolio. Shares added by 0.92%
Schwab International Equity ETF (SCHF) - 673,880 shares, 12.85% of the total portfolio. Shares added by 2.73%
Schwab U.S. Small-Cap ETF (SCHA) - 266,372 shares, 11.42% of the total portfolio. Shares added by 2.38%
iShares Core 1-5 Year USD Bond ETF (ISTB) - 334,206 shares, 9.55% of the total portfolio. Shares reduced by 4.84%
Deutsche X-trackers USD High Yield Corporate Bond (HYLB) - 188,010 shares, 5.37% of the total portfolio. Shares added by 3.11%

New Purchase: Apple Inc (AAPL)

Evergreen Advisors, LLC initiated holding in Apple Inc. The purchase prices were between $218.96 and $293.65, with an estimated average price of $258.41. The stock is now traded at around $321.55. The impact to a portfolio due to this purchase was 0.12%. The holding were 742 shares as of .

New Purchase: Schwab U.S. Large-Cap ETF (SCHX)

Evergreen Advisors, LLC initiated holding in Schwab U.S. Large-Cap ETF. The purchase prices were between $68.85 and $77.08, with an estimated average price of $73.67. The stock is now traded at around $79.98. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,606 shares as of .

Added: iShares Core U.S. Aggregate Bond ETF (AGG)

Evergreen Advisors, LLC added to a holding in iShares Core U.S. Aggregate Bond ETF by 185.47%. The purchase prices were between $111.14 and $112.89, with an estimated average price of $112.02. The stock is now traded at around $114.35. The impact to a portfolio due to this purchase was 1.2%. The holding were 29,015 shares as of .

Sold Out: United Community Banks Inc (UCBI)

Evergreen Advisors, LLC sold out a holding in United Community Banks Inc. The sale prices were between $27.44 and $31.48, with an estimated average price of $30.27.

Here is the complete portfolio of Evergreen Advisors, LLC. Also check out:

1. Evergreen Advisors, LLC's Undervalued Stocks
2. Evergreen Advisors, LLC's Top Growth Companies, and
3. Evergreen Advisors, LLC's High Yield stocks
4. Stocks that Evergreen Advisors, LLC keeps buying

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