13F HOLDINGS REPORT
Evergreen Wealth Management, LLC
Quarter ended Q1 2025 · Filed May 5, 2025 · Accession 0001667731-25-000590
Total Value
$167.4M
Positions
54
Other Managers
0
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | 921908844 | 61,948 | $12.0M | 7.18% |
| 2 | VANGUARD INDEX FDS | 922908769 | 41,193 | $11.3M | 6.76% |
| 3 | VANGUARD WHITEHALL FDS | 921946406 | 67,307 | $8.7M | 5.18% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 14,494 | $7.7M | 4.61% |
| 5 | VANGUARD BD INDEX FDS | 921937793 | 105,921 | $7.5M | 4.45% |
| 6 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 120,421 | $6.9M | 4.11% |
| 7 | MARKEL GROUP INC | MKL | 3,570 | $6.7M | 3.99% |
| 8 | AMAZON COM INC | AMZN | 30,724 | $5.8M | 3.49% |
| 9 | VANGUARD BD INDEX FDS | 921937819 | 75,194 | $5.8M | 3.44% |
| 10 | META PLATFORMS INC | META | 9,048 | $5.2M | 3.11% |
| 11 | ELEVANCE HEALTH INC | ELV | 11,414 | $5.0M | 2.97% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 27,985 | $4.6M | 2.77% |
| 13 | PIMCO CORPORATE & INCOME OPP | PTY | 318,128 | $4.6M | 2.75% |
| 14 | ALPHABET INC | GOOG | 29,197 | $4.5M | 2.70% |
| 15 | VANGUARD BD INDEX FDS | 921937827 | 49,612 | $3.9M | 2.32% |
| 16 | JOHNSON & JOHNSON | JNJ | 22,327 | $3.7M | 2.21% |
| 17 | VISA INC | V | 10,393 | $3.6M | 2.18% |
| 18 | REGENERON PHARMACEUTICALS | REGN | 5,653 | $3.6M | 2.14% |
| 19 | KASPI KZ JSC | 48581R205 | 36,527 | $3.4M | 2.03% |
| 20 | MICROSOFT CORP | MSFT | 8,496 | $3.2M | 1.90% |
| 21 | LOCKHEED MARTIN CORP | LMT | 6,297 | $2.8M | 1.68% |
| 22 | VANGUARD INTL EQUITY INDEX F | 922042775 | 44,358 | $2.7M | 1.61% |
| 23 | AMGEN INC | AMGN | 8,464 | $2.6M | 1.57% |
| 24 | CISCO SYS INC | CSCO | 42,288 | $2.6M | 1.56% |
| 25 | MEDTRONIC PLC | MDT | 26,902 | $2.4M | 1.44% |
| 26 | PAYPAL HLDGS INC | PYPL | 34,613 | $2.3M | 1.35% |
| 27 | DISNEY WALT CO | 254687106 | 22,313 | $2.2M | 1.32% |
| 28 | CHEVRON CORP NEW | CVX | 12,742 | $2.1M | 1.27% |
| 29 | APPLE INC | AAPL | 9,511 | $2.1M | 1.26% |
| 30 | VANGUARD INDEX FDS | 922908744 | 12,187 | $2.1M | 1.26% |
| 31 | DIAMOND HILL INVT GROUP INC | 25264R207 | 14,622 | $2.1M | 1.25% |
| 32 | VANGUARD INDEX FDS | 922908736 | 5,576 | $2.1M | 1.23% |
| 33 | JPMORGAN CHASE & CO. | VYLD | 8,304 | $2.0M | 1.22% |
| 34 | QUALCOMM INC | QCOM | 12,267 | $1.9M | 1.13% |
| 35 | UNITEDHEALTH GROUP INC | UNH | 3,173 | $1.7M | 0.99% |
| 36 | FIDELITY NATL INFORMATION SV | 31620M106 | 19,152 | $1.4M | 0.85% |
| 37 | VANGUARD INDEX FDS | 922908611 | 7,295 | $1.4M | 0.81% |
| 38 | SCHWAB STRATEGIC TR | 808524797 | 47,223 | $1.3M | 0.79% |
| 39 | BOOKING HOLDINGS INC | BKNG | 282 | $1.3M | 0.78% |
| 40 | VANGUARD INDEX FDS | 922908512 | 8,027 | $1.3M | 0.77% |
| 41 | ALPHABET INC | GOOG | 7,611 | $1.2M | 0.71% |
| 42 | VANGUARD INDEX FDS | 922908538 | 4,793 | $1.2M | 0.70% |
| 43 | NVIDIA CORPORATION | NVDA | 10,072 | $1.1M | 0.65% |
| 44 | VANGUARD INDEX FDS | 922908595 | 3,844 | $967,884 | 0.58% |
| 45 | THE TRADE DESK INC | 88339J105 | 17,248 | $943,817 | 0.56% |
| 46 | ULTA BEAUTY INC | ULTA | 2,182 | $799,910 | 0.48% |
| 47 | NVR INC | NVR | 107 | $774,523 | 0.46% |
| 48 | VANGUARD INTL EQUITY INDEX F | 922042718 | 4,815 | $556,599 | 0.33% |
| 49 | WALMART INC | WMT | 6,000 | $526,740 | 0.31% |
| 50 | VANGUARD INTL EQUITY INDEX F | 922042858 | 10,023 | $453,649 | 0.27% |
| 51 | OREILLY AUTOMOTIVE INC | 67103H107 | 257 | $368,480 | 0.22% |
| 52 | VANGUARD STAR FDS | 921909768 | 4,653 | $288,928 | 0.17% |
| 53 | CHUBB LIMITED | CB | 663 | $200,089 | 0.12% |
| 54 | VANGUARD INTL EQUITY INDEX F | 922042775 | 4 | $242 | 0.00% |