Everhart Financial Group

Everhart Financial Group as of Dec. 31, 2021

Portfolio Holdings for Everhart Financial Group

Everhart Financial Group holds 107 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 13.5 $22M 92k 241.44
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.8 $9.6M 85k 113.02
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.8 $8.0M 49k 163.74
Vanguard Index Fds Growth Etf (VUG) 4.4 $7.2M 23k 320.90
Vanguard Index Fds Value Etf (VTV) 4.1 $6.7M 46k 147.11
Apple (AAPL) 3.5 $5.8M 33k 177.57
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.9 $4.9M 60k 80.43
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.9 $4.8M 59k 80.84
Microsoft Corporation (MSFT) 2.5 $4.1M 12k 336.29
Vanguard Index Fds Real Estate Etf (VNQ) 2.5 $4.1M 35k 116.00
Ishares Tr National Mun Etf (MUB) 2.2 $3.6M 31k 116.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $3.4M 70k 49.45
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.1 $3.4M 19k 178.84
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.0 $3.3M 13k 254.61
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.0 $3.2M 32k 102.40
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.8 $3.1M 42k 73.21
Procter & Gamble Company (PG) 1.8 $3.0M 18k 163.57
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.5 $2.4M 8.6k 281.87
Amazon (AMZN) 1.5 $2.4M 725.00 3333.79
Tesla Motors (TSLA) 1.4 $2.3M 2.2k 1056.54
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.4 $2.3M 15k 150.34
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.3 $2.1M 42k 51.06
Ishares Tr Shrt Nat Mun Etf (SUB) 1.3 $2.1M 19k 107.37
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.2 $2.0M 68k 29.62
JPMorgan Chase & Co. (JPM) 1.1 $1.8M 11k 158.32
NVIDIA Corporation (NVDA) 1.0 $1.6M 5.4k 294.03
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $1.6M 25k 63.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.4M 3.3k 436.66
Ishares Tr Core Msci Eafe (IEFA) 0.8 $1.4M 18k 74.63
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.2M 425.00 2896.47
Vaneck Etf Trust High Yld Munietf (HYD) 0.7 $1.2M 19k 62.41
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $1.2M 10k 113.81
The Trade Desk Com Cl A (TTD) 0.7 $1.2M 13k 91.63
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.2M 2.4k 477.40
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.1M 390.00 2892.31
Meta Platforms Cl A (META) 0.7 $1.1M 3.3k 336.36
Shopify Cl A (SHOP) 0.6 $1.0M 746.00 1376.68
Johnson & Johnson (JNJ) 0.6 $958k 5.6k 171.16
Vanguard Index Fds Small Cp Etf (VB) 0.6 $925k 4.1k 225.94
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $920k 3.6k 254.78
Bank of America Corporation (BAC) 0.5 $825k 19k 44.52
CSX Corporation (CSX) 0.5 $809k 22k 37.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $794k 2.7k 298.72
Huntington Bancshares Incorporated (HBAN) 0.5 $779k 51k 15.42
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $759k 9.4k 80.94
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.4 $718k 15k 46.57
Pepsi (PEP) 0.4 $706k 4.1k 173.81
Costco Wholesale Corporation (COST) 0.4 $697k 1.2k 567.59
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $697k 6.2k 112.08
Exxon Mobil Corporation (XOM) 0.4 $690k 11k 61.18
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $671k 7.3k 91.44
Home Depot (HD) 0.4 $666k 1.6k 414.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $653k 1.4k 475.60
UnitedHealth (UNH) 0.4 $648k 1.3k 501.55
Agilon Health (AGL) 0.4 $611k 23k 27.01
Visa Com Cl A (V) 0.4 $603k 2.8k 216.44
Norfolk Southern (NSC) 0.3 $553k 1.9k 297.79
Nextera Energy (NEE) 0.3 $531k 5.7k 93.31
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $527k 6.2k 84.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $501k 5.9k 84.80
Ishares Core Msci Emkt (IEMG) 0.3 $486k 8.1k 59.87
Pfizer (PFE) 0.3 $481k 8.1k 59.03
salesforce (CRM) 0.3 $462k 1.8k 254.13
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $459k 6.0k 76.69
Wal-Mart Stores (WMT) 0.3 $456k 3.2k 144.53
Accenture Plc Ireland Shs Class A (ACN) 0.3 $455k 1.1k 414.39
Roku Com Cl A (ROKU) 0.3 $452k 2.0k 228.28
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.3 $450k 6.3k 71.08
Mastercard Incorporated Cl A (MA) 0.3 $441k 1.2k 359.41
Abbott Laboratories (ABT) 0.3 $440k 3.1k 140.62
McDonald's Corporation (MCD) 0.3 $438k 1.6k 268.55
Thermo Fisher Scientific (TMO) 0.3 $436k 653.00 667.69
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $426k 4.9k 87.56
Cisco Systems (CSCO) 0.3 $417k 6.6k 63.35
Anthem (ELV) 0.3 $415k 895.00 463.69
Netflix (NFLX) 0.2 $413k 685.00 602.92
Prologis (PLD) 0.2 $408k 2.4k 168.04
Advanced Micro Devices (AMD) 0.2 $408k 2.8k 143.92
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $407k 4.4k 92.69
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.2 $380k 12k 32.48
Adobe Systems Incorporated (ADBE) 0.2 $380k 670.00 567.16
Broadcom (AVGO) 0.2 $379k 569.00 666.08
Abbvie (ABBV) 0.2 $379k 2.8k 135.31
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $370k 6.7k 54.97
Oracle Corporation (ORCL) 0.2 $354k 4.1k 87.21
Eli Lilly & Co. (LLY) 0.2 $348k 1.3k 276.19
Comcast Corp Cl A (CMCSA) 0.2 $317k 6.3k 50.42
Coca-Cola Company (KO) 0.2 $315k 5.3k 59.26
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $313k 8.1k 38.80
Digitalocean Hldgs (DOCN) 0.2 $309k 3.8k 80.34
Central Garden & Pet Cl A Non-vtg (CENTA) 0.2 $305k 6.4k 47.85
Crowdstrike Hldgs Cl A (CRWD) 0.2 $287k 1.4k 204.85
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $285k 3.4k 82.97
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $275k 2.1k 129.11
Ishares Tr Russell 2000 Etf (IWM) 0.2 $268k 1.2k 222.41
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $261k 2.4k 109.11
At&t (T) 0.2 $256k 10k 24.61
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $250k 4.8k 52.63
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $247k 1.8k 134.24
Us Bancorp Del Com New (USB) 0.1 $246k 4.4k 56.06
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $239k 2.7k 87.80
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $238k 3.5k 68.67
Wendy's/arby's Group (WEN) 0.1 $238k 10k 23.85
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $234k 1.4k 166.31
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $224k 2.0k 114.29
Central Garden & Pet (CENT) 0.1 $200k 3.8k 52.67
Sorrento Therapeutics Com New (SRNEQ) 0.0 $50k 11k 4.67