Evergreen Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationwilliamston, MI
- CIK0001965292
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
53 | $167.44 M | VIG, VTI, VYM, BRK.B | 13F-HR | May 5, 2025 | 000166773125000590 | ||
53 | $169.22 M | VIG, VTI, VYM, AMZN | 13F-HR | Jan 31, 2025 | 000166773125000193 | ||
53 | $166.18 M | VIG, VYM, VTI, BLV | 13F-HR | Nov 6, 2024 | 000196529224000004 | ||
55 | $150.92 M | VIG, VYM, BSV, VTI | 13F-HR | Jul 26, 2024 | 000196529224000003 | ||
55 | $147.73 M | VIG, VYM, BSV, VTI | 13F-HR | May 3, 2024 | 000196529224000002 | ||
55 | $135.98 M | VIG, VYM, BSV, VTI | 13F-HR | Feb 6, 2024 | 000196529224000001 | ||
56 | $126.53 M | BSV, VIG, VYM, JEPI | 13F-HR | Nov 14, 2023 | 000196529223000004 | ||
52 | $127.66 M | BSV, VIG, VYM, SCHD | 13F-HR | Aug 3, 2023 | 000196529223000003 | ||
51 | $112.61 M | BSV, VIG, VYM, SCHD | 13F-HR | Apr 25, 2023 | 000196529223000002 | ||
54 | $108.69 M | VGSH, VIG, VYM, SCHD | 13F-HR | Feb 14, 2023 | 000196529223000001 |