Everhart Financial Group, Inc.
466 holdingsFiling period: 2026-03-31Current AUM: $1.34Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 852.9K | $167.3M | $187.6M | 13.97% | +39.6K | 2026-03-31 |
| 2 | VUG | VANGUARD INDEX FDS | 325.7K | $142.2M | $166.5M | 12.39% | +41.1K | 2026-03-31 |
| 3 | VTI | VANGUARD INDEX FDS | 179.9K | $57.7M | $66.2M | 4.93% | -4,510 | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 250.9K | $43.7M | $50.4M | 3.75% | +22.4K | 2026-03-31 |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 1.03M | $40.2M | $43.4M | 3.23% | +183.0K | 2026-03-31 |
| 6 | AAPL | APPLE INC | 141.2K | $35.8M | $43.6M | 3.25% | +17.1K | 2026-03-31 |
| 7 | BIV | VANGUARD BD INDEX FDS | 368.3K | $28.4M | $27.8M | 2.07% | -13,356 | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 62.5K | $23.1M | $29.0M | 2.16% | +5.0K | 2026-03-31 |
| 9 | DFAE | DIMENSIONAL ETF TRUST | 590.9K | $20.0M | $22.2M | 1.65% | +102.3K | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 75.1K | $15.6M | $20.4M | 1.52% | +6.5K | 2026-03-31 |
| 11 | GOOGL | ALPHABET INC | 47.9K | $13.8M | $17.0M | 1.27% | +5.6K | 2026-03-31 |
| 12 | VBR | VANGUARD INDEX FDS | 56.4K | $12.3M | $13.8M | 1.03% | +18.2K | 2026-03-31 |
| 13 | AVGO | BROADCOM INC | 39.5K | $12.2M | $15.4M | 1.14% | +6.0K | 2026-03-31 |
| 14 | GOOG | ALPHABET INC | 42.2K | $12.1M | $15.0M | 1.12% | +4.4K | 2026-03-31 |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | 218.7K | $11.8M | $12.9M | 0.96% | -12,773 | 2026-03-31 |
| 16 | VOE | VANGUARD INDEX FDS | 63.4K | $11.7M | $13.0M | 0.97% | +23.8K | 2026-03-31 |
| 17 | VOT | VANGUARD INDEX FDS | 44.1K | $11.3M | $13.0M | 0.97% | +17.5K | 2026-03-31 |
| 18 | META | META PLATFORMS INC | 19.5K | $11.1M | $10.8M | 0.81% | +510 | 2026-03-31 |
| 19 | SCHB | SCHWAB STRATEGIC TR | 422.0K | $10.6M | $12.2M | 0.91% | -3,788 | 2026-03-31 |
| 20 | SCHG | SCHWAB STRATEGIC TR | 358.1K | $10.4M | $12.2M | 0.91% | -8,476 | 2026-03-31 |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 16.9K | $8.1M | $8.1M | 0.60% | +1.6K | 2026-03-31 |
| 22 | JPM | JPMORGAN CHASE & CO | 27.0K | $7.9M | $9.5M | 0.71% | +4.1K | 2026-03-31 |
| 23 | TSLA | TESLA INC | 21.2K | $7.9M | $6.6M | 0.49% | +1.5K | 2026-03-31 |
| 24 | VBK | VANGUARD INDEX FDS | 24.9K | $7.5M | $8.5M | 0.63% | +1.9K | 2026-03-31 |
| 25 | LLY | ELI LILLY & CO | 8.0K | $7.4M | $9.2M | 0.69% | +475 | 2026-03-31 |
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