Everhart Financial Group, Inc.
483 holdingsFiling period: 2026-06-30Current AUM: $1.57Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 896.3K | $195.3M | $199.6M | 12.70% | +43.4K | 2026-06-30 |
| 2 | VUG | VANGUARD INDEX FDS | 2.07M | $178.3M | $180.2M | 11.47% | +1.74M | 2026-06-30 |
| 3 | VOT | VANGUARD INDEX FDS | 216.1K | $66.2M | $62.6M | 3.98% | +172.0K | 2026-06-30 |
| 4 | VTI | VANGUARD INDEX FDS | 174.7K | $64.7M | $65.1M | 4.15% | -5,172 | 2026-06-30 |
| 5 | SLYG | SPDR SERIES TRUST | 538.8K | $64.2M | $58.8M | 3.74% | +493.8K | 2026-06-30 |
| 6 | VOE | VANGUARD INDEX FDS | 320.0K | $63.2M | $65.2M | 4.15% | +256.6K | 2026-06-30 |
| 7 | VBR | VANGUARD INDEX FDS | 255.4K | $62.1M | $61.5M | 3.91% | +199.0K | 2026-06-30 |
| 8 | AAPL | APPLE INC | 197.1K | $57.0M | $65.3M | 4.16% | +55.9K | 2026-06-30 |
| 9 | DFAI | DIMENSIONAL ETF TRUST | 1.21M | $49.8M | $51.0M | 3.25% | +174.4K | 2026-06-30 |
| 10 | NVDA | NVIDIA CORPORATION | 240.9K | $48.2M | $51.1M | 3.25% | -10,003 | 2026-06-30 |
| 11 | BIV | VANGUARD BD INDEX FDS | 381.8K | $29.3M | $28.2M | 1.80% | +13.5K | 2026-06-30 |
| 12 | DFAE | DIMENSIONAL ETF TRUST | 656.5K | $26.4M | $25.6M | 1.63% | +65.6K | 2026-06-30 |
| 13 | MSFT | MICROSOFT CORP | 57.9K | $21.6M | $28.8M | 1.83% | -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 | $16.2M | 1.03% | -892 | 2026-06-30 |
| 16 | GOOG | ALPHABET INC | 41.6K | $14.7M | $14.2M | 0.90% | -554 | 2026-06-30 |
| 17 | AVGO | BROADCOM INC | 35.9K | $13.6M | $12.2M | 0.78% | -3,586 | 2026-06-30 |
| 18 | MU | MICRON TECHNOLOGY INC | 11.2K | $12.9M | $10.4M | 0.66% | -766 | 2026-06-30 |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | 210.2K | $12.5M | $12.4M | 0.79% | -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 | $11.7M | 0.74% | -21,881 | 2026-06-30 |
| 22 | META | META PLATFORMS INC | 19.2K | $10.8M | $12.8M | 0.82% | -313 | 2026-06-30 |
| 23 | AMD | ADVANCED MICRO DEVICES INC | 18.2K | $10.6M | $9.2M | 0.58% | +953 | 2026-06-30 |
| 24 | LLY | ELI LILLY & CO | 8.0K | $9.6M | $9.1M | 0.58% | -59 | 2026-06-30 |
| 25 | TSLA | TESLA INC | 22.1K | $9.3M | $7.9M | 0.50% | +884 | 2026-06-30 |
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