Evergreen Wealth Solutions, LLC [Rocket]

Holdings

Evergreen Wealth Solutions, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
NOKIA CORP	NOK	SPONSORED ADR	11,453	-480	47,644,000	47,585,000	0.05		Hist	06/30/2023
ENERGY CO OF MINAS GERAIS	CIG	Common	25,570	-2,972	67,249,000	67,185,000	0.07	0.00	Hist	06/30/2023
iSHARES TRUST	IVV	Common	459	-424	204,532,000	204,169,000	0.21		Hist	06/30/2023
iSHARES TRUST	ESGD	Common	3,023	-647	220,467,000	220,203,000	0.22		Hist	06/30/2023
Compass Diversified Holdings	CODI	SH BEN INT	10,391	-238	225,370,000	225,167,000	0.23		Hist	06/30/2023
iSHARES TRUST	IWS	Common	2,125	-1,846	233,410,000	232,988,000	0.24		Hist	06/30/2023
iSHARES TRUST	ISI	Common	2,675	-502	261,722,000	261,434,000	0.26		Hist	06/30/2023
Tesla, Inc.	TSLA	COM	1,026	-250	268,576,000	268,311,000	0.27		Hist	06/30/2023
ISHARES MSCI EAFE INDEX FUND	EFA	ETF	3,850	-950	279,125,000	278,782,000	0.28		Hist	06/30/2023
iShares U.S. ETF Trust	CMDY	Common	6,200	-1,425	306,962,000	306,569,000	0.31		Hist	06/30/2023
iSHARES TRUST	QUAL	Common	2,426	-38,510	327,248,000	322,169,000	0.33		Hist	06/30/2023
VISA INC.	V	CL A	1,413	-26	335,460,000	335,136,000	0.34		Hist	06/30/2023
MASCO CORP /DE/	MAS	Common	10,816	-55	620,634,000	620,094,000	0.63	0.00	Hist	06/30/2023
BIOGEN INC.	BIIB	Common	2,202	-156	627,240,000	626,584,000	0.63		Hist	06/30/2023
ECOLAB INC.	ECL	Common	3,380	-132	631,062,000	630,481,000	0.64	0.00	Hist	06/30/2023
FIDELITY FREEDOM 2020	FTEC	Common	4,865	-2,745	635,564,000	634,697,000	0.64		Hist	06/30/2023
FORD MOTOR CO	F	Common	42,838	-2,170	648,143,000	647,576,000	0.65		Hist	06/30/2023
GENERAC HOLDINGS INC.	GNRC	COM	4,756	-147	709,262,000	708,732,000	0.72	0.01	Hist	06/30/2023
Meta Platforms, Inc.	FB	Common	2,692	-313	772,550,000	771,913,000	0.78		Hist	06/30/2023
TARGET CORP	TGT	Common	6,485	-292	855,342,000	854,220,000	0.86	0.00	Hist	06/30/2023
NETFLIX INC	NFLX	Common	2,159	-201	951,018,000	950,203,000	0.96	0.00	Hist	06/30/2023
J P MORGAN EXCHANGE TRADED F	JMST	Common	20,006	-5,297	1,013,310,000	1,012,025,000	1.02		Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	2,133	-44	1,025,086,000	1,024,057,000	1.03	0.00	Hist	06/30/2023
Accenture plc	ACN	COM	3,500	-129	1,079,985,000	1,078,948,000	1.09	0.00	Hist	06/30/2023
JPS INDUSTRIES INC	JPST	Common	22,194	-15,288	1,112,807,000	1,110,921,000	1.12		Hist	06/30/2023
INTEL CORP	INTC	Common	40,031	-1,398	1,338,647,000	1,337,294,000	1.35		Hist	06/30/2023
VERIZON COMMUNICATIONS INC	VZ	Common	37,737	-568	1,403,440,000	1,401,950,000	1.42	0.00	Hist	06/30/2023
LOWES COMPANIES INC	LOW	Common	7,039	-2	1,588,765,000	1,587,357,000	1.60	0.00	Hist	06/30/2023
AMAZON COM INC	AMZN	Common	12,314	-564	1,605,253,000	1,603,923,000	1.62		Hist	06/30/2023
JPMORGAN CHASE & CO	JPM	Common	11,597	-107	1,686,703,000	1,685,178,000	1.70		Hist	06/30/2023
NVIDIA CORP	NVDA	Common	4,174	-504	1,765,857,000	1,764,558,000	1.78	0.00	Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	5,496	-173	1,874,136,000	1,872,386,000	1.89		Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	25,158	-1,191	3,011,413,000	3,008,680,000	3.04		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	10,074	-767	3,430,752,000	3,427,626,000	3.46	0.00	Hist	06/30/2023
Apple Inc.	AAPL	Common	27,065	-1,506	5,249,769,000	5,245,058,000	5.30		Hist	06/30/2023