Everhart Financial Group

Everhart Financial Group as of March 31, 2022

Portfolio Holdings for Everhart Financial Group

Everhart Financial Group holds 132 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 12.1 $21M 92k 227.67
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.3 $9.2M 172k 53.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.3 $7.5M 100k 74.82
Apple (AAPL) 4.0 $7.0M 40k 174.61
Vanguard Index Fds Value Etf (VTV) 4.0 $6.9M 47k 147.77
Vanguard Index Fds Growth Etf (VUG) 3.7 $6.4M 22k 287.60
Microsoft Corporation (MSFT) 2.9 $5.0M 16k 308.26
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.7 $4.7M 60k 78.89
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.6 $4.5M 60k 75.85
Vanguard Index Fds Real Estate Etf (VNQ) 2.2 $3.7M 34k 108.38
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.1 $3.6M 21k 175.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $3.3M 72k 46.12
Procter & Gamble Company (PG) 1.8 $3.0M 20k 152.79
Amazon (AMZN) 1.8 $3.0M 932.00 3259.66
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.7 $3.0M 64k 47.35
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.7 $3.0M 41k 71.41
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.7 $2.9M 13k 222.81
Tesla Motors (TSLA) 1.5 $2.6M 2.4k 1077.53
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $2.5M 49k 51.56
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.3 $2.3M 16k 149.70
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.3 $2.3M 9.3k 248.17
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.2 $2.1M 43k 48.02
NVIDIA Corporation (NVDA) 1.1 $1.9M 7.0k 272.90
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.1 $1.9M 68k 27.78
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.6M 584.00 2792.81
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.6M 584.00 2780.82
JPMorgan Chase & Co. (JPM) 0.9 $1.5M 11k 136.29
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $1.5M 25k 59.75
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $1.4M 14k 104.57
Ishares Tr National Mun Etf (MUB) 0.8 $1.4M 12k 109.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $1.3M 3.2k 414.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.3M 3.8k 352.79
Ishares Tr Core Msci Eafe (IEFA) 0.8 $1.3M 19k 69.51
Johnson & Johnson (JNJ) 0.7 $1.3M 7.3k 177.15
Exxon Mobil Corporation (XOM) 0.7 $1.2M 15k 82.64
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.1M 2.4k 453.72
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.1M 20k 53.84
UnitedHealth (UNH) 0.6 $989k 1.9k 510.06
Bank of America Corporation (BAC) 0.5 $933k 23k 41.21
CSX Corporation (CSX) 0.5 $889k 24k 37.43
The Trade Desk Com Cl A (TTD) 0.5 $879k 13k 69.20
Vanguard Index Fds Small Cp Etf (VB) 0.5 $866k 4.1k 212.41
Vaneck Etf Trust High Yld Munietf (HYD) 0.5 $858k 15k 57.40
Costco Wholesale Corporation (COST) 0.5 $842k 1.5k 575.53
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $832k 3.5k 237.92
Visa Com Cl A (V) 0.5 $828k 3.7k 221.81
Pepsi (PEP) 0.5 $822k 4.9k 167.35
Huntington Bancshares Incorporated (HBAN) 0.4 $741k 51k 14.63
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $737k 6.6k 112.19
Abbvie (ABBV) 0.4 $694k 4.3k 161.96
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $687k 8.9k 77.55
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.4 $679k 15k 44.04
Meta Platforms Cl A (META) 0.4 $676k 3.0k 222.37
Wal-Mart Stores (WMT) 0.4 $645k 4.3k 149.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $639k 1.4k 451.27
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $625k 6.8k 91.45
Chevron Corporation (CVX) 0.4 $623k 3.8k 162.79
Home Depot (HD) 0.4 $617k 2.1k 299.22
Norfolk Southern (NSC) 0.4 $611k 2.1k 285.38
Mastercard Incorporated Cl A (MA) 0.4 $611k 1.7k 357.10
Nextera Energy (NEE) 0.4 $606k 7.2k 84.66
McDonald's Corporation (MCD) 0.3 $596k 2.4k 247.41
Agilon Health (AGL) 0.3 $580k 23k 25.33
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $572k 12k 47.36
Advanced Micro Devices (AMD) 0.3 $554k 5.1k 109.21
Pfizer (PFE) 0.3 $550k 11k 51.78
Eli Lilly & Co. (LLY) 0.3 $549k 1.9k 286.38
Broadcom (AVGO) 0.3 $536k 851.00 629.85
Crowdstrike Hldgs Cl A (CRWD) 0.3 $532k 2.3k 227.16
Anthem (ELV) 0.3 $527k 1.1k 491.15
Coca-Cola Company (KO) 0.3 $525k 8.5k 62.03
Cisco Systems (CSCO) 0.3 $524k 9.4k 55.69
Thermo Fisher Scientific (TMO) 0.3 $515k 871.00 591.27
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $510k 6.1k 83.33
At&t (T) 0.3 $503k 21k 23.62
Abbott Laboratories (ABT) 0.3 $498k 4.2k 118.46
Shopify Cl A (SHOP) 0.3 $494k 731.00 675.79
Prologis (PLD) 0.3 $488k 3.0k 161.27
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $475k 6.0k 79.59
Walt Disney Company (DIS) 0.3 $471k 3.4k 137.28
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.3 $463k 8.4k 55.10
Verizon Communications (VZ) 0.3 $450k 8.8k 50.91
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.3 $446k 6.3k 70.34
Deere & Company (DE) 0.3 $441k 1.1k 414.86
Ishares Core Msci Emkt (IEMG) 0.2 $430k 7.7k 55.52
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $417k 5.1k 81.99
Oracle Corporation (ORCL) 0.2 $405k 4.9k 82.75
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $386k 5.4k 72.14
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.2 $377k 12k 32.22
Occidental Petroleum Corporation (OXY) 0.2 $377k 6.7k 56.67
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $365k 4.3k 83.95
Wells Fargo & Company (WFC) 0.2 $351k 7.2k 48.50
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $302k 8.2k 36.76
CVS Caremark Corporation (CVS) 0.2 $292k 2.9k 101.14
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $273k 2.1k 128.17
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $270k 4.0k 67.11
American Express Company (AXP) 0.2 $270k 1.4k 186.98
Union Pacific Corporation (UNP) 0.2 $266k 975.00 272.82
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.2 $262k 9.7k 27.01
International Business Machines (IBM) 0.2 $261k 2.0k 129.85
Central Garden & Pet Cl A Non-vtg (CENTA) 0.2 $260k 6.4k 40.79
Accenture Plc Ireland Shs Class A (ACN) 0.1 $255k 755.00 337.75
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $250k 3.2k 78.05
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $247k 2.5k 97.71
Philip Morris International (PM) 0.1 $245k 2.6k 93.83
salesforce (CRM) 0.1 $245k 1.2k 212.67
Danaher Corporation (DHR) 0.1 $244k 833.00 292.92
Comcast Corp Cl A (CMCSA) 0.1 $244k 5.2k 46.88
Texas Instruments Incorporated (TXN) 0.1 $244k 1.3k 183.32
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $239k 9.6k 24.93
Central Garden & Pet (CENT) 0.1 $237k 5.4k 44.04
Us Bancorp Del Com New (USB) 0.1 $228k 4.3k 53.09
Duke Energy Corp Com New (DUK) 0.1 $227k 2.0k 111.55
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.1 $227k 7.3k 31.13
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $226k 3.9k 58.28
Bristol Myers Squibb (BMY) 0.1 $226k 3.1k 73.19
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $224k 1.4k 161.73
Wendy's/arby's Group (WEN) 0.1 $219k 10k 21.94
Applied Materials (AMAT) 0.1 $219k 1.7k 132.09
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $219k 3.4k 63.81
Marathon Petroleum Corp (MPC) 0.1 $215k 2.5k 85.59
Boeing Company (BA) 0.1 $214k 1.1k 191.24
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $212k 2.6k 81.04
AutoZone (AZO) 0.1 $211k 103.00 2048.54
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $210k 1.9k 107.97
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $208k 1.7k 123.59
Merck & Co (MRK) 0.1 $207k 2.5k 82.21
Honeywell International (HON) 0.1 $204k 1.1k 194.29
General Electric Com New (GE) 0.1 $200k 2.2k 91.45
Hope Ban (HOPE) 0.1 $182k 11k 16.06
Sorrento Therapeutics Com New (SRNEQ) 0.0 $25k 11k 2.33
Conformis 0.0 $6.0k 10k 0.60