Evergreen Wealth Partners LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD SCOTTSDALE FDS | $20.67M | 17.4% |
| SPDR SERIES TRUST | $17.04M | 14.4% |
| SPDR SERIES TRUST | $10.50M | 8.8% |
| CAPITAL GROUP DIVIDEND VALUE | $5.82M | 4.9% |
| ISHARES TR | $4.39M | 3.7% |
| PGIM ETF TR | $3.41M | 2.9% |
| PGIM ETF TR | $3.36M | 2.8% |
| J P MORGAN EXCHANGE TRADED F | $2.88M | 2.4% |
| BLACKROCK ETF TRUST II | $2.73M | 2.3% |
| ISHARES TR | $2.69M | 2.3% |
| Visa Inc | $2.62M | 2.2% |
| J P MORGAN EXCHANGE TRADED F | $2.48M | 2.1% |
| PIMCO ETF TR | $2.39M | 2.0% |
| MICROSOFT CORP | $2.12M | 1.8% |
| Apple Inc. | $1.93M | 1.6% |
| ISHARES TR | $1.83M | 1.5% |
| COSTCO WHOLESALE CORP /NEW | $1.79M | 1.5% |
| MORGAN STANLEY ETF TRUST | $1.36M | 1.1% |
| Murphy USA Inc. | $1.33M | 1.1% |
| DIMENSIONAL ETF TRUST | $1.26M | 1.1% |
| ISHARES TR | $1.22M | 1.0% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $1.16M | 1.0% |
| ISHARES TR | $1.02M | 0.9% |
| Tesla Inc | $988.5K | 0.8% |
| INVESCO EXCH TRADED FD TR II | $857.4K | 0.7% |
| JOHNSON & JOHNSON | $806.7K | 0.7% |
| VANGUARD INDEX FDS | $803.1K | 0.7% |
| CAPITAL GROUP GBL GROWTH EQT | $782.6K | 0.7% |
| Warren E. Buffett | $757.0K | 0.6% |
| INVESCO QQQ TR | $679.2K | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $672.9K | 0.6% |
| INVESCO EXCHANGE TRADED FD T | $653.8K | 0.6% |
| BLACKROCK ETF TRUST II | $622.8K | 0.5% |
| VANGUARD INDEX FDS | $585.5K | 0.5% |
| Alphabet Inc. | $556.2K | 0.5% |
| PIMCO ETF TR | $546.8K | 0.5% |
| ISHARES TR | $530.1K | 0.4% |
| PGIM ETF TR | $504.5K | 0.4% |
| PEPSICO INC | $430.5K | 0.4% |
| NIKE, Inc. | $425.0K | 0.4% |
| MCDONALD'S CORP | $424.1K | 0.4% |
| AbbVie Inc. | $422.4K | 0.4% |
| ISHARES TR | $414.1K | 0.3% |
| ISHARES TR | $403.1K | 0.3% |
| VANGUARD INDEX FDS | $400.6K | 0.3% |
| HOME DEPOT, INC. | $387.6K | 0.3% |
| ABBOTT LABORATORIES | $385.5K | 0.3% |
| Walt Disney Co | $365.2K | 0.3% |
| FRANKLIN TEMPLETON ETF TR | $362.9K | 0.3% |
| VANGUARD INDEX FDS | $359.3K | 0.3% |