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Disclosed positions
Evergreen Wealth Management, LLC: source evidence dated 2026-08-01T03:59:59.999Z.
- Issuer
- VANGUARD SPECIALIZED FUNDS
- Ticker
- VIG
- Class
- DIV APP ETF
- Reported value
- $16,339,220
- Reported amount
- 69,053
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002085853-26-000919Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Show the table · 50 rows, 7 columns
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| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $16,339,220 | 69,053 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $11,474,509 | 72,610 | SH | None |
| VANGUARD BD INDEX FDS | BLV | LONG TERM BOND | $11,114,339 | 161,241 | SH | None |
| PITNEY BOWES INC | PBI | COM | $10,606,165 | 605,375 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $10,284,877 | 20,554 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $9,110,805 | 24,621 | SH | None |
| AMAZON COM INC | AMZN | COM | $8,914,874 | 37,404 | SH | None |
| MARKEL GROUP INC | MKL | COM | $8,852,857 | 4,533 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $7,833,907 | 16,404 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $7,795,174 | 21,813 | SH | None |
| ELEVANCE HEALTH INC FORMERLY | ELV | COM | $6,757,230 | 17,473 | SH | None |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $6,591,406 | 85,937 | SH | None |
| META PLATFORMS INC | META | CL A | $5,747,583 | 10,204 | SH | None |
| REGENERON PHARMACEUTICALS | REGN | COM | $5,290,766 | 8,485 | SH | None |
| PIMCO CORPORATE & INCOME OPP | PTY | COM | $4,678,137 | 388,873 | SH | None |
| ACCENTURE PLC IRELAND | ACN | SHS CLASS A | $4,412,402 | 35,458 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $4,236,273 | 52,579 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $4,144,702 | 13,673 | SH | None |
| VISA INC | V | COM CL A | $3,909,792 | 11,396 | SH | None |
| FIRST CTZNS BANCSHARES INC D | FCNCA | CL A | $3,717,089 | 1,786 | SH | None |
| MICROSOFT CORP | MSFT | COM | $3,590,523 | 9,626 | SH | None |
| DISNEY WALT CO | DIS | COM | $3,380,299 | 35,120 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $3,176,379 | 9,704 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $3,170,218 | 37,853 | SH | None |
| KASPI KZ JSC | KSPI | SPONSORED ADS | $3,042,838 | 35,120 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $2,744,911 | 31,866 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $2,521,083 | 11,568 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $2,502,479 | 6,021 | SH | None |
| ADOBE INC | ADBE | COM | $2,325,853 | 11,345 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $2,293,465 | 13,836 | SH | None |
| VANGUARD BD INDEX FDS | VUSB | VANGUARD ULTRA | $2,223,123 | 44,659 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $2,214,266 | 28,421 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $2,172,516 | 4,264 | SH | None |
| STRIDE INC | LRN | COM | $2,078,365 | 24,100 | SH | None |
| NETFLIX INC. | NFLX | COM | $2,049,657 | 28,707 | SH | None |
| BOOKING HOLDINGS INC | BKNG | COM | $2,027,221 | 11,374 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $1,993,240 | 7,848 | SH | None |
| AMGEN INC | AMGN | COM | $1,797,590 | 4,964 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $1,655,144 | 6,812 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,639,483 | 4,640 | SH | None |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $1,507,017 | 7,627 | SH | None |
| COPART INC | CPRT | COM | $1,443,884 | 51,220 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $1,422,461 | 44,858 | SH | None |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $1,389,830 | 4,537 | SH | None |
| NVR INC | NVR | COM | $1,340,854 | 197 | SH | None |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $1,315,432 | 3,597 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $1,030,077 | 4,841 | SH | None |
| JACKSON FINANCIAL INC | JXN | COM CL A | $737,003 | 7,198 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VSS | FTSE SMCAP ETF | $690,820 | 4,477 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $554,869 | 9,296 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.