Everest Management Corp.
73 holdingsFiling period: 2026-03-31Current AUM: $231.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 645.1K | $45.7M | $52.6M | 22.77% | -57,686 | 2026-03-31 |
| 2 | AAEQ | EA SERIES TRUST | 380.5K | $17.7M | $20.3M | 8.78% | -1,447 | 2026-03-31 |
| 3 | GOOG | ALPHABET INC | 44.0K | $12.6M | $15.7M | 6.78% | +1.2K | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 43.6K | $12.5M | $15.5M | 6.72% | +517 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 46.9K | $8.2M | $9.4M | 4.07% | +23.9K | 2026-03-31 |
| 6 | AAUA | EA SERIES TRUST | 158.6K | $7.8M | $9.1M | 3.92% | -- | 2026-03-31 |
| 7 | AVGO | BROADCOM INC | 21.8K | $6.7M | $8.5M | 3.66% | +10.9K | 2026-03-31 |
| 8 | VOO | VANGUARD INDEX FDS | 10.4K | $6.2M | $7.1M | 3.08% | +286 | 2026-03-31 |
| 9 | ARES | ARES MANAGEMENT CORPORATION | 224.2K | $5.6M | $6.6M | 2.85% | -- | 2026-03-31 |
| 10 | AAPL | APPLE INC | 21.4K | $5.4M | $6.6M | 2.86% | +9.3K | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 25.5K | $5.3M | $6.9M | 2.99% | +1.7K | 2026-03-31 |
| 12 | IXUS | ISHARES TR | 51.7K | $4.5M | $4.9M | 2.11% | -- | 2026-03-31 |
| 13 | DFAC | DIMENSIONAL ETF TRUST | 108.0K | $4.2M | $4.8M | 2.08% | -- | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 12.8K | $4.1M | $4.7M | 2.03% | -2,363 | 2026-03-31 |
| 15 | VXUS | VANGUARD STAR FDS | 51.3K | $4.0M | $4.3M | 1.88% | +2.4K | 2026-03-31 |
| 16 | MSFT | MICROSOFT CORP | 9.5K | $3.5M | $4.4M | 1.91% | +342 | 2026-03-31 |
| 17 | AMAT | APPLIED MATLS INC | 9.2K | $3.2M | $4.7M | 2.02% | -- | 2026-03-31 |
| 18 | GSLC | GOLDMAN SACHS ETF TR | 20.4K | $2.6M | $2.9M | 1.26% | -- | 2026-03-31 |
| 19 | VTV | VANGUARD INDEX FDS | 11.3K | $2.2M | $2.5M | 1.07% | +69 | 2026-03-31 |
| 20 | DUHP | DIMENSIONAL ETF TRUST | 59.2K | $2.2M | $2.4M | 1.05% | +34.8K | 2026-03-31 |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | 10.9K | $2.1M | $2.3M | 1.01% | +4 | 2026-03-31 |
| 22 | GSST | GOLDMAN SACHS ETF TR | 37.4K | $1.9M | $1.9M | 0.82% | +25.5K | 2026-03-31 |
| 23 | DIHP | DIMENSIONAL ETF TRUST | 47.3K | $1.5M | $1.6M | 0.71% | +4.5K | 2026-03-31 |
| 24 | V | VISA INC | 4.9K | $1.5M | $1.8M | 0.78% | +37 | 2026-03-31 |
| 25 | GBIL | GOLDMAN SACHS ETF TR | 14.8K | $1.5M | $1.5M | 0.64% | -4,423 | 2026-03-31 |
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