Filer Name: EVOLUTION ADVISERS, INC.
CIK: 1906967
Period: 2024-12-31
Filed At: 2025-01-29
Number of Holdings: 184
Portfolio Value: $0.18B

Evolution Advisers, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VUG US VANGUARD GROWTH ETF 68,336 $28M 15.33% -1.2% -
VEA US VANGUARD FTSE DEVELOPED ETF 546,033 $26M 14.27% 3.5% -
VTV US VANGUARD VALUE ETF 124,981 $21M 11.56% 1.6% -
BNDX US VANGUARD TOTAL INTL BOND ETF 419,539 $21M 11.25% 0.4% -
BSV US VANGUARD SHORT-TERM BOND ETF 191,830 $15M 8.10% 5.8% -
VWO US VANGUARD FTSE EMERGING MARKE 237,832 $10M 5.72% 2.5% -
VMBS US VANGUARD MORTGAGE-BACKED SEC 167,394 $8M 4.15% -11.5% -
BLV US VANGUARD LONG-TERM BOND ETF 96,293 $7M 3.60% -12.0% -
VB US VANGUARD SMALL-CAP ETF 26,779 $6M 3.52% 1.9% -
BIV US VANGUARD INTERMEDIATE-TERM B 74,591 $6M 3.05% -1.4% -
NUDM US NUVEEN ESG INTL DEVEL MRK EQ 143,185 $4M 2.35% 1.7% -
VOO US VANGUARD S&P 500 ETF 5,131 $3M 1.51% 109.3% -
NULG US NUVEEN ESG LRG-CAP GRW ETF 32,169 $3M 1.51% -0.2% -
BND US VANGUARD TOTAL BOND MARKET 36,620 $3M 1.44% 37267.3% -
NULV US NUVEEN ESG LARGE-CAP VAL ETF 56,355 $2M 1.21% -0.1% -
NUBD US NUVEEN ESG US AGGREGATE BOND 71,172 $2M 0.85% 14.9% -
PWV US INVESCO LARGE CAP VALUE ETF 24,300 $1M 0.76% - -
AAPL US APPLE INC 5,489 $1M 0.75% - -
NUEM US NUVEEN ESG EMERGING MARKETS 47,405 $1M 0.75% -0.4% -
SCHX US SCHWAB US LARGE-CAP ETF 55,985 $1M 0.71% 191.0% -
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