Evergreen Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD SPECIALIZED FUNDS | $14.51M | 7.3% |
| VANGUARD INDEX FDS | $10.56M | 5.3% |
| VANGUARD BD INDEX FDS | $10.54M | 5.3% |
| VANGUARD WHITEHALL FDS | $10.17M | 5.1% |
| Alphabet Inc. | $9.15M | 4.6% |
| Amazon.com Inc | $8.89M | 4.5% |
| Markel Group Inc | $7.77M | 3.9% |
| REGENERON PHARMACEUTICALS, INC. | $7.58M | 3.8% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $7.43M | 3.7% |
| PITNEY BOWES INC /DE | $7.38M | 3.7% |
| Warren E. Buffett | $6.78M | 3.4% |
| VANGUARD BD INDEX FDS | $6.30M | 3.2% |
| Elevance Health Inc | $6.19M | 3.1% |
| Meta Platforms Inc | $6.17M | 3.1% |
| Walt Disney Co | $6.10M | 3.1% |
| PIMCO CORPORATE & INCOME OPPORTUNITY FUNDPTY | $4.54M | 2.3% |
| JOHNSON & JOHNSON | $4.12M | 2.1% |
| Visa Inc | $3.78M | 1.9% |
| FIRST CITIZENS BANCSHARES INC /DE | $3.71M | 1.9% |
| INVESCO EXCHANGE TRADED FD T | $3.38M | 1.7% |
| MICROSOFT CORP | $3.37M | 1.7% |
| Joint Stock Co Kaspi.kzKSPI | $3.31M | 1.7% |
| LOCKHEED MARTIN CORP | $3.14M | 1.6% |
| VANGUARD INTL EQUITY INDEX F | $2.80M | 1.4% |
| CISCO SYSTEMS, INC. | $2.68M | 1.4% |
| JPMORGAN CHASE & CO | $2.62M | 1.3% |
| VANGUARD INDEX FDS | $2.54M | 1.3% |
| Alphabet Inc. | $2.40M | 1.2% |
| VANGUARD BD INDEX FDS | $2.32M | 1.2% |
| VANGUARD INDEX FDS | $2.16M | 1.1% |
| VANGUARD BD INDEX FDS | $2.11M | 1.1% |
| CHEVRON CORP | $2.02M | 1.0% |
| NVIDIA Corp | $1.96M | 1.0% |
| AMGEN INC | $1.92M | 1.0% |
| UNITEDHEALTH GROUP INC | $1.92M | 1.0% |
| PayPal Holdings, Inc. | $1.54M | 0.8% |
| VANGUARD INDEX FDS | $1.45M | 0.7% |
| Ulta Beauty, Inc. | $1.39M | 0.7% |
| VANGUARD INDEX FDS | $1.32M | 0.7% |
| SCHWAB STRATEGIC TR | $1.27M | 0.6% |
| VANGUARD INDEX FDS | $1.24M | 0.6% |
| Booking Holdings Inc | $1.21M | 0.6% |
| VANGUARD INDEX FDS | $1.08M | 0.5% |
| Copart Inc | $940.7K | 0.5% |
| Jackson Financial Inc. | $885.0K | 0.4% |
| NVR INC | $864.8K | 0.4% |
| Trade Desk, Inc. | $637.0K | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $636.4K | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $496.2K | 0.2% |
| VANGUARD STAR FDS | $329.9K | 0.2% |