Everhart Financial Group

Everhart Financial Group as of March 31, 2021

Portfolio Holdings for Everhart Financial Group

Everhart Financial Group holds 83 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.8 $18M 87k 206.68
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 7.3 $8.3M 86k 96.71
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 6.3 $7.1M 55k 129.77
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.2 $4.8M 65k 74.44
Vanguard Index Fds Value Etf (VTV) 4.1 $4.6M 35k 131.46
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.9 $4.4M 60k 72.92
Vanguard Index Fds Growth Etf (VUG) 3.6 $4.1M 16k 257.08
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.1 $3.5M 35k 99.66
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.7 $3.1M 19k 165.59
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.4 $2.8M 43k 65.27
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.3 $2.6M 12k 214.61
Ishares Tr National Mun Etf (MUB) 2.2 $2.5M 22k 116.04
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.1 $2.4M 8.9k 274.63
Ishares Tr Shrt Nat Mun Etf (SUB) 1.8 $2.1M 19k 107.80
Vanguard Bd Index Fds Intermed Term (BIV) 1.7 $1.9M 22k 88.74
Procter & Gamble Company (PG) 1.6 $1.8M 13k 135.44
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.5 $1.7M 13k 134.85
Apple (AAPL) 1.5 $1.7M 14k 122.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $1.7M 32k 52.05
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.4 $1.5M 31k 49.11
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.2 $1.4M 44k 31.77
JPMorgan Chase & Co. (JPM) 1.2 $1.4M 9.1k 152.29
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.2 $1.4M 22k 62.69
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $1.3M 14k 91.87
The Trade Desk Com Cl A (TTD) 1.1 $1.3M 2.0k 651.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $1.2M 3.4k 364.49
Ishares Tr Core Msci Eafe (IEFA) 1.0 $1.1M 15k 72.07
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $1.0M 11k 95.98
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.9 $980k 16k 62.16
Microsoft Corporation (MSFT) 0.8 $904k 3.8k 235.60
Roku Com Cl A (ROKU) 0.8 $878k 2.7k 326.03
Vanguard Index Fds Small Cp Etf (VB) 0.8 $860k 4.0k 213.88
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $812k 12k 69.18
Huntington Bancshares Incorporated (HBAN) 0.7 $780k 50k 15.72
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $754k 3.4k 221.37
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.7 $752k 19k 39.47
Shopify Cl A (SHOP) 0.7 $750k 678.00 1106.19
CSX Corporation (CSX) 0.6 $661k 6.9k 96.43
Amazon (AMZN) 0.5 $612k 198.00 3090.91
Ishares Tr Msci Eafe Min Vl (EFAV) 0.5 $604k 8.3k 72.98
Bank of America Corporation (BAC) 0.5 $563k 15k 38.71
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $553k 10k 54.67
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $551k 6.7k 82.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $540k 1.4k 396.18
Ishares Core Msci Emkt (IEMG) 0.4 $512k 8.0k 64.39
Exxon Mobil Corporation (XOM) 0.4 $509k 9.1k 55.85
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.4 $486k 15k 32.16
Spdr Ser Tr Spdr Bloomberg (BIL) 0.4 $478k 5.2k 91.52
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $477k 8.2k 58.13
Norfolk Southern (NSC) 0.4 $461k 1.7k 268.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $453k 5.3k 84.77
Johnson & Johnson (JNJ) 0.4 $437k 2.7k 164.10
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.4 $412k 6.3k 65.55
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $403k 11k 37.66
Us Bancorp Del Com New (USB) 0.3 $362k 6.5k 55.31
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.3 $336k 5.7k 59.42
NVIDIA Corporation (NVDA) 0.3 $322k 603.00 534.00
Facebook Cl A (META) 0.3 $321k 1.1k 294.77
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $309k 2.8k 108.88
Boeing Company (BA) 0.3 $294k 1.2k 253.89
Pepsi (PEP) 0.3 $290k 2.0k 141.88
Nextera Energy (NEE) 0.2 $276k 3.6k 75.68
Southwest Airlines (LUV) 0.2 $267k 4.4k 61.03
Crowdstrike Hldgs Cl A (CRWD) 0.2 $263k 1.4k 182.64
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $252k 2.1k 118.31
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $252k 2.0k 128.44
Tesla Motors (TSLA) 0.2 $249k 374.00 665.78
Wal-Mart Stores (WMT) 0.2 $247k 1.8k 135.42
At&t (T) 0.2 $244k 8.1k 30.26
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.2 $236k 6.3k 37.45
Invesco Exch Traded Fd Tr Ii S&p Intl Dev 0.2 $233k 7.7k 30.41
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.2 $224k 4.5k 49.66
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $223k 5.4k 41.08
Anthem (ELV) 0.2 $219k 610.00 359.02
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 0.2 $216k 7.0k 30.70
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $208k 3.6k 57.21
Wendy's/arby's Group (WEN) 0.2 $207k 10k 20.29
Walt Disney Company (DIS) 0.2 $205k 1.1k 185.19
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $201k 2.7k 73.76
Verizon Communications (VZ) 0.2 $201k 3.5k 58.09
Curiositystream Com Cl A (CURI) 0.1 $161k 12k 13.58
Ondas Hldgs Com New (ONDS) 0.1 $98k 10k 9.72
Conformis 0.0 $10k 10k 1.00