Evergreen Private Wealth LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Salesforce Inc | $101.7K | 0.0% |
| CHURCH & DWIGHT CO INC /DE | $102.4K | 0.0% |
| Agilent Technologies Inc | $111.4K | 0.0% |
| Copart Inc | $115.8K | 0.0% |
| CINTAS CORP | $119.5K | 0.0% |
| Assured Guaranty Ltd. | $123.3K | 0.0% |
| VeriSign Inc | $124.2K | 0.0% |
| Trane Technologies plc | $126.1K | 0.0% |
| NEXTERA ENERGY INC | $130.5K | 0.1% |
| FISERV INC | $132.7K | 0.1% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | $133.4K | 0.1% |
| GARTNER INC | $134.7K | 0.1% |
| ONEOK Inc | $136.4K | 0.1% |
| PAYCHEX INC | $138.8K | 0.1% |
| ISHARES TR RUS 1000 GRW ETF | $148.1K | 0.1% |
| ISHARES TRUST ESG MSCI KLD 400 ETF | $157.2K | 0.1% |
| Merck & Co., Inc. | $158.3K | 0.1% |
| CORNING INC /NY | $162.2K | 0.1% |
| INNOVATOR ETFS TRUST US EQTY PWR BUF | $166.8K | 0.1% |
| ISHARES TR ESG AWRE 1 5 YR | $171.3K | 0.1% |
| iShares MSCI UAE ETF | $172.0K | 0.1% |
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $173.3K | 0.1% |
| SPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239 | $178.3K | 0.1% |
| Visa Inc | $180.7K | 0.1% |
| NUSHARES ETF TR NUVEEN ESG INTL | $181.3K | 0.1% |
| ISHARES INC ESG AWR MSCI EM | $187.5K | 0.1% |
| ADVANCED MICRO DEVICES INC | $195.3K | 0.1% |
| ISHARES CORE S&P 500 ETF | $206.1K | 0.1% |
| Palo Alto Networks Inc | $208.7K | 0.1% |
| AbbVie Inc. | $215.8K | 0.1% |
| AMGEN INC | $256.8K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $258.3K | 0.1% |
| RTX Corp | $269.7K | 0.1% |
| ISHARES TR S&P SMALL CAP 600 GROWTH ETF | $304.1K | 0.1% |
| VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $311.3K | 0.1% |
| NVIDIA Corp | $318.7K | 0.1% |
| NUSHARES ETF TR NUVEEN ESG MIDCP | $326.8K | 0.1% |
| NUSHARES ETF TR NUVEEN ESG MIDVL | $328.7K | 0.1% |
| ISHARES TR ESG AWRE USD ETF | $463.1K | 0.2% |
| NUSHARES ETF TR NUVEEN ESG SMLCP | $536.8K | 0.2% |
| ISHARES S&P 500 VALUE ETF | $671.6K | 0.3% |
| FIDELITY ENHANCED INTERNATIONAL ETF | $718.4K | 0.3% |
| ISHARES S&P 500 GROWTH ETF | $806.1K | 0.3% |
| FIDELITY ENHANCED MID CAP ETF | $1.05M | 0.4% |
| ISHARES TR IBONDS DEC 28 | $1.26M | 0.5% |
| ISHARES TRUST IBONDS DEC 2027 TERM MUNI BOND ETF | $1.26M | 0.5% |
| ISHARES TR IBONDS DEC 26 | $1.27M | 0.5% |
| HF Sinclair Corp | $1.61M | 0.6% |
| VANECK ETF TRUST JP MRGAN EM LOC | $1.74M | 0.7% |
| NEW YORK LIFE INVTS ACTIVE ETF NYLI MACKAY MUN | $1.80M | 0.7% |