Evergreen Wealth Management, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the fund's holdings for the latest report period. You can see the full portfolio on SensaMarket, and track moves made by other funds.
Largest position changes
Per our estimates, the biggest moves in the fund's portfolio this period were:
$SCHD
Increased by 30,810 shares · est. $134,086
+$134.1K
▲ 180.64%
$ELV
Increased by 4,388 shares · est. $809,895
+$809.9K
▲ 81.97%
$NXST
Decreased by 5,598 shares · est. $1,002,003
−$1.00M
▼ 35.12%
$ORLY
Decreased by 246 shares · est. $266,754
−$266.8K
▼ 33.84%
$VTI
Increased by 5,981 shares · est. $1,931,273
+$1.93M
▲ 20.09%
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
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