Everhart Financial Group, Inc.
483 holdingsFiling period: 2026-06-30Current AUM: $1.58Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Index Fds | 896.3K | $195.3M | $202.8M | 12.83% | +43.4K | 2026-06-30 |
| 2 | VUG | Vanguard Index Fds | 2.07M | $178.3M | $181.2M | 11.46% | +1.74M | 2026-06-30 |
| 3 | VOT | Vanguard Index Fds | 216.1K | $66.2M | $62.7M | 3.96% | +172.0K | 2026-06-30 |
| 4 | VTI | Vanguard Index Fds | 174.7K | $64.7M | $65.6M | 4.15% | -5,172 | 2026-06-30 |
| 5 | SLYG | Spdr Series Trust | 538.8K | $64.2M | $58.4M | 3.69% | +493.8K | 2026-06-30 |
| 6 | VOE | Vanguard Index Fds | 320.0K | $63.2M | $66.8M | 4.23% | +256.6K | 2026-06-30 |
| 7 | VBR | Vanguard Index Fds | 255.4K | $62.1M | $61.6M | 3.89% | +199.0K | 2026-06-30 |
| 8 | AAPL | Apple Inc | 197.1K | $57.0M | $67.8M | 4.29% | +55.9K | 2026-06-30 |
| 9 | DFAI | Dimensional ETF Trust | 1.21M | $49.8M | $49.8M | 3.15% | +174.4K | 2026-06-30 |
| 10 | NVDA | NVIDIA Corporation | 240.9K | $48.2M | $52.0M | 3.29% | -10,003 | 2026-06-30 |
| 11 | BIV | Vanguard BD Index Fds | 381.8K | $29.3M | $28.2M | 1.79% | +13.5K | 2026-06-30 |
| 12 | DFAE | Dimensional ETF Trust | 656.5K | $26.4M | $24.0M | 1.52% | +65.6K | 2026-06-30 |
| 13 | MSFT | Microsoft Corp | 57.9K | $21.6M | $30.8M | 1.95% | -4,647 | 2026-06-30 |
| 14 | AMZN | Amazon.com Inc | 73.5K | $17.5M | $18.3M | 1.16% | -1,597 | 2026-06-30 |
| 15 | GOOGL | Alphabet Inc | 47.0K | $16.8M | $14.9M | 0.94% | -892 | 2026-06-30 |
| 16 | GOOG | Alphabet Inc | 41.6K | $14.7M | $13.1M | 0.83% | -554 | 2026-06-30 |
| 17 | AVGO | Broadcom Inc | 35.9K | $13.6M | $11.8M | 0.75% | -3,586 | 2026-06-30 |
| 18 | MU | Micron Technology Inc | 11.2K | $12.9M | $10.1M | 0.64% | -766 | 2026-06-30 |
| 19 | VWO | Vanguard Intl Equity Index F | 210.2K | $12.5M | $11.9M | 0.75% | -8,570 | 2026-06-30 |
| 20 | SCHG | Schwab Strategic TR | 344.7K | $11.7M | $12.1M | 0.77% | -13,399 | 2026-06-30 |
| 21 | SCHB | Schwab Strategic TR | 400.1K | $11.6M | $11.8M | 0.74% | -21,881 | 2026-06-30 |
| 22 | META | Meta Platforms Inc | 19.2K | $10.8M | $12.1M | 0.76% | -313 | 2026-06-30 |
| 23 | AMD | Advanced Micro Devices Inc | 18.2K | $10.6M | $9.7M | 0.61% | +953 | 2026-06-30 |
| 24 | LLY | Eli Lilly & Co | 8.0K | $9.6M | $10.2M | 0.65% | -59 | 2026-06-30 |
| 25 | TSLA | Tesla Inc | 22.1K | $9.3M | $8.7M | 0.55% | +884 | 2026-06-30 |
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