Evergreen Capital Management LLC
CIK Number: 0001260824
Main Sectors:
Top Industries:
Filing Date: Aug 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 222.96K | -1.65% | 110.9M | 133.28 | 3.33% | Share |
| 2 | IEI | iShares 3-7 Yea... | 119.52 | +0.04% | 638.39K | +19.29% | 76.03M | 117.74 | 2.29% | Share |
| 3 | PCAR | PACCAR Inc | 99.08 | +1.40% | 776.75K | +15.34% | 73.84M | 63.28 | 2.22% | Share |
| 4 | AAPL | Apple Inc. | 257.13 | +0.66% | 347.18K | -0.69% | 71.23M | 68.74 | 2.14% | Share |
| 5 | NVDA | NVIDIA Corporat... | 188.89 | +0.88% | 347.59K | +0.48% | 54.92M | 16.1 | 1.65% | Share |
| 6 | MTBA | Simplify MBS ET... | 50.51 | +0.18% | 1.07M | +1.38% | 53.77M | 50.66 | 1.62% | Share |
| 7 | AMZN | Amazon.com, Inc... | 222.41 | +0.81% | 244.66K | -0.97% | 53.68M | 114.69 | 1.61% | Share |
| 8 | JAAA | Janus Henderson... | 50.59 | -0.01% | 944.73K | -3.4% | 47.95M | 50.75 | 1.44% | Share |
| 9 | GOOG | Alphabet Inc. | 246.43 | +0.36% | 261K | +4.09% | 46.3M | 84.52 | 1.39% | Share |
| 10 | GOOGL | Alphabet Inc. | 245.69 | +0.32% | 228.91K | +10.57% | 40.34M | 135.47 | 1.21% | Share |
| 11 | VTEB | Vanguard Tax-Ex... | 49.98 | -0.01% | 745.52K | +100.00% | 36.55M | 49.03 | 1.10% | Share |
| 12 | BINC | iShares Flexibl... | 53.17 | +0.09% | 646.83K | +4.34% | 34.18M | 52.17 | 1.03% | Share |
| 13 | VNQ | Vanguard Real E... | 91.05 | -0.56% | 360.19K | +9.15% | 32.08M | 89.06 | 0.96% | Share |
| 14 | DMBS | Doubleline Etf ... | 49.77 | +0.23% | 645.73K | +13.56% | 31.69M | 48.68 | 0.95% | Share |
| 15 | VTV | Vanguard Value ... | 186.55 | -0.17% | 178.1K | +20.70% | 31.65M | 125.19 | 0.95% | Share |
| 16 | ANGL | VanEck Fallen A... | 29.65 | +0.07% | 1.03M | +2.72% | 30.26M | 27.54 | 0.91% | Share |
| 17 | EPD | Enterprise Prod... | 31.41 | +0.83% | 952.47K | +0.33% | 29.54M | 23.7 | 0.89% | Share |
| 18 | SHY | iShares 1-3 Yea... | 82.82 | +0.02% | 350.35K | -2.43% | 29.03M | 82.7 | 0.87% | Share |
| 19 | JPM | JPMorgan Chase ... | 307.56 | -1.01% | 92.17K | +3.47% | 26.72M | 119.76 | 0.80% | Share |
| 20 | EMLC | VanEck J.P. Mor... | 25.41 | -0.1% | 1.04M | +2.67% | 26.27M | 28.37 | 0.79% | Share |
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