Everhart Financial Group

Latest statistics and disclosures from Everhart Financial Group's latest quarterly 13F-HR filing:

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Positions held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Everhart Financial Group

Companies in the Everhart Financial Group portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.5 $17M 86k 194.64
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 7.5 $8.1M 89k 91.00
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 6.7 $7.3M 57k 128.41
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.4 $4.7M 69k 68.18
Vanguard Index Fds Value Etf (VTV) 3.7 $4.0M 33k 118.94
Vanguard Index Fds Growth Etf (VUG) 3.6 $3.9M 15k 253.30
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.6 $3.9M 60k 64.13
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.2 $3.4M 38k 89.00
Vanguard Bd Index Fds Intermed Term (BIV) 2.8 $3.0M 33k 92.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.6 $2.8M 19k 142.23
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.5 $2.7M 13k 212.09
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.4 $2.6M 44k 59.53
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.2 $2.4M 8.9k 267.62
Ishares Tr National Mun Etf (MUB) 2.2 $2.3M 20k 117.20

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Procter & Gamble Company (PG) 2.0 $2.1M 15k 139.15
Apple (AAPL) 1.7 $1.9M 14k 132.66
Ishares Tr Shrt Nat Mun Etf (SUB) 1.7 $1.8M 17k 108.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $1.6M 31k 50.11
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.4 $1.5M 13k 118.99
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.4 $1.5M 32k 47.22
The Trade Desk Com Cl A (TTD) 1.3 $1.4M 1.7k 801.03
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.2 $1.3M 44k 30.66
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $1.2M 14k 84.98
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $1.1M 19k 60.15
JPMorgan Chase & Co. (JPM) 0.9 $1.0M 8.0k 127.08
Ishares Tr Core Msci Eafe (IEFA) 0.9 $1.0M 15k 69.05
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $1.0M 11k 90.92
Shopify Cl A (SHOP) 0.9 $997k 880.00 1132.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $995k 2.9k 343.70
Microsoft Corporation (MSFT) 0.9 $981k 4.4k 222.40
Roku Com Cl A (ROKU) 0.9 $938k 2.8k 331.80
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.8 $888k 14k 61.53
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.7 $739k 20k 37.38
Vanguard Index Fds Small Cp Etf (VB) 0.7 $736k 3.8k 194.50
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $716k 11k 67.90
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $701k 3.4k 206.66
CSX Corporation (CSX) 0.6 $633k 7.0k 90.79
Amazon (AMZN) 0.6 $611k 188.00 3250.00
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $560k 10k 55.18
Ishares Tr Msci Eafe Min Vl (EFAV) 0.5 $544k 7.4k 73.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $506k 1.4k 373.98
Ishares Core Msci Emkt (IEMG) 0.4 $478k 7.7k 62.04
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $462k 8.2k 56.30
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.4 $458k 16k 29.28
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $445k 6.7k 66.27
Exxon Mobil Corporation (XOM) 0.4 $431k 11k 41.15
Bank of America Corporation (BAC) 0.4 $431k 14k 30.29
Spdr Ser Tr Spdr Bloomberg (BIL) 0.4 $422k 4.6k 91.56
Johnson & Johnson (JNJ) 0.4 $417k 2.7k 157.24
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $413k 4.7k 88.17
Norfolk Southern (NSC) 0.4 $404k 1.7k 237.51
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $390k 11k 36.03
Alteryx Com Cl A (AYX) 0.3 $353k 2.9k 122.02
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.3 $348k 6.3k 55.41
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.3 $337k 5.7k 59.01
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $321k 2.8k 116.05
Us Bancorp Del Com New (USB) 0.3 $319k 6.9k 46.54
Crowdstrike Hldgs Cl A (CRWD) 0.3 $307k 1.5k 211.72
NVIDIA Corporation (NVDA) 0.3 $304k 583.00 521.44
Pepsi (PEP) 0.3 $288k 1.9k 148.68
Facebook Cl A (FB) 0.3 $276k 1.0k 273.81
Nextera Energy (NEE) 0.3 $272k 3.5k 77.08
Wal-Mart Stores (WMT) 0.2 $251k 1.7k 144.50
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $238k 2.0k 121.68
Tesla Motors (TSLA) 0.2 $237k 336.00 705.36
Boeing Company (BA) 0.2 $234k 1.1k 213.70
Fastly Cl A (FSLY) 0.2 $234k 2.7k 87.51
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 0.2 $234k 7.0k 33.22
Huntington Bancshares Incorporated (HBAN) 0.2 $232k 18k 12.66
Southwest Airlines (LUV) 0.2 $228k 4.9k 46.63
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.2 $225k 4.5k 49.88
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $225k 2.1k 105.63
Wendy's/arby's Group (WEN) 0.2 $224k 10k 21.96
At&t (T) 0.2 $223k 7.8k 28.71
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.2 $219k 6.3k 34.76
Verizon Communications (VZ) 0.2 $219k 3.7k 58.92
General Electric Company (GE) 0.2 $174k 16k 10.81
Gogo (GOGO) 0.1 $112k 12k 9.65
Ford Motor Company (F) 0.1 $102k 12k 8.77
Conformis (CFMS) 0.0 $7.0k 10k 0.70

Past Filings by Everhart Financial Group

SEC 13F filings are viewable for Everhart Financial Group going back to 2020