Everhart Financial Group

Everhart Financial Group as of June 30, 2021

Portfolio Holdings for Everhart Financial Group

Everhart Financial Group holds 95 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 13.9 $20M 91k 222.82
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 6.1 $8.8M 85k 104.26
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.2 $7.5M 52k 145.96
Vanguard Index Fds Value Etf (VTV) 4.8 $7.0M 51k 137.47
Vanguard Index Fds Growth Etf (VUG) 4.8 $6.9M 24k 286.82
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.3 $4.8M 62k 78.28
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.2 $4.7M 62k 75.62
Ishares Tr National Mun Etf (MUB) 2.7 $3.9M 33k 117.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $3.7M 67k 54.32
Apple (AAPL) 2.4 $3.5M 26k 136.94
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.4 $3.4M 20k 173.69
Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $3.4M 33k 101.78
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.3 $3.4M 32k 104.17
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.0 $3.0M 10k 289.79
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.0 $2.9M 12k 236.37
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.9 $2.8M 41k 68.35
Microsoft Corporation (MSFT) 1.8 $2.7M 9.8k 270.87
Ishares Tr Core Msci Eafe (IEFA) 1.5 $2.2M 29k 74.85
Procter & Gamble Company (PG) 1.4 $2.0M 15k 134.92
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.4 $2.0M 14k 140.47
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.3 $1.8M 28k 65.68
Amazon (AMZN) 1.2 $1.8M 526.00 3441.06
The Trade Desk Com Cl A (TTD) 1.2 $1.7M 22k 77.34
Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $1.6M 15k 107.79
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 1.1 $1.6M 25k 63.61
JPMorgan Chase & Co. (JPM) 1.1 $1.6M 10k 155.54
Vanguard Bd Index Fds Intermed Term (BIV) 1.1 $1.6M 17k 89.97
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.0 $1.4M 43k 32.87
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.0 $1.4M 27k 51.52
Roku Com Cl A (ROKU) 0.9 $1.4M 3.0k 459.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.4M 3.5k 393.69
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $1.1M 11k 104.00
Facebook Cl A (META) 0.7 $1.0M 2.9k 347.62
Shopify Cl A (SHOP) 0.7 $990k 678.00 1460.18
Vanguard Index Fds Small Cp Etf (VB) 0.6 $921k 4.1k 225.18
Johnson & Johnson (JNJ) 0.6 $836k 5.1k 164.76
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $822k 3.5k 237.23
Alphabet Cap Stk Cl C (GOOG) 0.6 $807k 322.00 2506.21
Huntington Bancshares Incorporated (HBAN) 0.6 $803k 56k 14.27
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $802k 11k 73.58
Ishares Core Msci Emkt (IEMG) 0.5 $799k 12k 66.99
Alphabet Cap Stk Cl A (GOOGL) 0.5 $757k 310.00 2441.94
Bank of America Corporation (BAC) 0.5 $679k 17k 41.23
NVIDIA Corporation (NVDA) 0.5 $661k 825.00 801.21
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.5 $658k 15k 42.67
Exxon Mobil Corporation (XOM) 0.5 $656k 10k 63.00
CSX Corporation (CSX) 0.5 $654k 20k 32.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $637k 2.3k 278.04
Tesla Motors (TSLA) 0.4 $614k 904.00 679.20
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $582k 1.4k 427.31
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $576k 6.7k 85.71
Pepsi (PEP) 0.4 $542k 3.7k 148.13
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $524k 9.5k 55.34
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $486k 4.3k 112.37
Norfolk Southern (NSC) 0.3 $462k 1.7k 265.52
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $456k 6.0k 75.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $434k 5.1k 85.89
Crowdstrike Hldgs Cl A (CRWD) 0.3 $426k 1.7k 251.62
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.3 $424k 6.3k 67.42
Visa Com Cl A (V) 0.3 $422k 1.8k 234.31
Wal-Mart Stores (WMT) 0.3 $414k 2.9k 140.82
Walt Disney Company (DIS) 0.3 $413k 2.3k 175.82
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 0.3 $413k 13k 31.38
At&t (T) 0.3 $409k 14k 28.83
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.3 $392k 12k 33.28
UnitedHealth (UNH) 0.3 $381k 951.00 400.63
Verizon Communications (VZ) 0.2 $352k 6.3k 56.01
Home Depot (HD) 0.2 $349k 1.1k 318.43
salesforce (CRM) 0.2 $340k 1.4k 244.25
Oracle Corporation (ORCL) 0.2 $329k 4.2k 77.87
McDonald's Corporation (MCD) 0.2 $326k 1.4k 230.71
Paypal Holdings (PYPL) 0.2 $313k 1.1k 291.16
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $309k 7.8k 39.42
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $308k 2.3k 136.40
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.2 $299k 4.9k 60.83
Cisco Systems (CSCO) 0.2 $293k 5.5k 53.05
Adobe Systems Incorporated (ADBE) 0.2 $279k 477.00 584.91
Abbvie (ABBV) 0.2 $278k 2.5k 112.41
Spdr Ser Tr Spdr Bloomberg (BIL) 0.2 $273k 3.0k 91.58
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $261k 2.1k 122.54
Us Bancorp Del Com New (USB) 0.2 $252k 4.4k 57.00
Nextera Energy (NEE) 0.2 $251k 3.4k 73.37
Southwest Airlines (LUV) 0.2 $245k 4.6k 53.00
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $243k 4.0k 60.90
Wendy's/arby's Group (WEN) 0.2 $237k 10k 23.42
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.2 $233k 7.5k 30.96
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $224k 1.8k 122.27
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.2 $220k 4.4k 49.52
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $220k 4.8k 45.92
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $218k 2.7k 80.09
Digitalocean Hldgs (DOCN) 0.1 $213k 3.8k 55.61
Boeing Company (BA) 0.1 $204k 850.00 240.00
Lifemd (LFMD) 0.1 $142k 12k 11.79
Sorrento Therapeutics Com New (SRNEQ) 0.1 $104k 11k 9.70
Conformis 0.0 $12k 10k 1.20