Everhart Financial Group, Inc. Q1 2025 Filing

Filed April 16, 2025

Portfolio Value

$731.3M

Holdings

328

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (328 positions)

#	Stock	Shares	Value	% Portfolio
1	VTVVANGUARD INDEX FDS	619,193	$107.0M	14.62%
2	VUGVANGUARD INDEX FDS	214,669	$79.6M	10.88%
3	VTIVANGUARD INDEX FDS	213,645	$58.7M	8.03%
4	BIVVANGUARD BD INDEX FDS	481,577	$36.9M	5.04%
5	AAPLAPPLE INC	122,987	$27.3M	3.74%
6	NVDANVIDIA CORPORATION	204,845	$22.2M	3.04%
7	MSFTMICROSOFT CORP	48,952	$18.4M	2.51%
8	VWOVANGUARD INTL EQUITY INDEX F	301,061	$13.6M	1.86%
9	SCHGSCHWAB STRATEGIC TR	445,634	$11.2M	1.53%
10	AMZNAMAZON COM INC	56,870	$10.8M	1.48%
11	METAMETA PLATFORMS INC	17,586	$10.1M	1.39%
12	SCHBSCHWAB STRATEGIC TR	456,823	$9.8M	1.34%
13	JPMJPMORGAN CHASE & CO.	26,167	$6.4M	0.88%
14	BRK/BBERKSHIRE HATHAWAY INC DEL	11,281	$6.0M	0.82%
15	VBRVANGUARD INDEX FDS	29,689	$5.5M	0.76%
16	GOOGLALPHABET INC	34,005	$5.3M	0.72%
17	PGPROCTER AND GAMBLE CO	30,281	$5.2M	0.71%
18	GOOGALPHABET INC	31,881	$5.0M	0.68%
19	VOTVANGUARD INDEX FDS	20,283	$5.0M	0.68%
20	DFAIDIMENSIONAL ETF TRUST	154,660	$4.8M	0.66%
21	LLYELI LILLY & CO	5,767	$4.8M	0.65%
22	VOEVANGUARD INDEX FDS	28,157	$4.5M	0.62%
23	AVGOBROADCOM INC	26,625	$4.5M	0.61%
24	VBKVANGUARD INDEX FDS	16,988	$4.3M	0.58%
25	SCHVSCHWAB STRATEGIC TR	153,795	$4.1M	0.56%
26	TSLATESLA INC	15,647	$4.1M	0.55%
27	VNQVANGUARD INDEX FDS	44,491	$4.0M	0.55%
28	VXUSVANGUARD STAR FDS	64,612	$4.0M	0.55%
29	COSTCOSTCO WHSL CORP NEW	4,216	$4.0M	0.55%
30	XOMEXXON MOBIL CORP	33,482	$4.0M	0.54%
31	VVISA INC	11,239	$3.9M	0.54%
32	ABBVABBVIE INC	18,377	$3.9M	0.53%
33	SCHDSCHWAB STRATEGIC TR	122,486	$3.4M	0.47%
34	VGSHVANGUARD SCOTTSDALE FDS	58,007	$3.4M	0.47%
35	SCHMSCHWAB STRATEGIC TR	127,039	$3.3M	0.46%
36	NFLXNETFLIX INC	3,437	$3.2M	0.44%
37	IVVISHARES TR	5,427	$3.0M	0.42%
38	MAMASTERCARD INCORPORATED	5,518	$3.0M	0.41%
39	WMTWALMART INC	32,429	$2.8M	0.39%
40	VOOVANGUARD INDEX FDS	5,163	$2.7M	0.36%
41	BSVVANGUARD BD INDEX FDS	31,355	$2.5M	0.34%
42	UNHUNITEDHEALTH GROUP INC	4,535	$2.4M	0.32%
43	BNDVANGUARD BD INDEX FDS	31,648	$2.3M	0.32%
44	DFAEDIMENSIONAL ETF TRUST	87,802	$2.3M	0.31%
45	SCHXSCHWAB STRATEGIC TR	94,067	$2.1M	0.28%
46	PLTRPALANTIR TECHNOLOGIES INC	24,390	$2.1M	0.28%
47	GEGE AEROSPACE	10,044	$2.0M	0.27%
48	HDHOME DEPOT INC	5,485	$2.0M	0.27%
49	4I1PHILIP MORRIS INTL INC	12,237	$1.9M	0.27%
50	SCHASCHWAB STRATEGIC TR	79,440	$1.9M	0.25%
51	SPOTSPOTIFY TECHNOLOGY S A	3,372	$1.9M	0.25%
52	ORCLORACLE CORP	13,067	$1.8M	0.25%
53	CVXCHEVRON CORP NEW	10,859	$1.8M	0.25%
54	VTEBVANGUARD MUN BD FDS	36,096	$1.8M	0.24%
55	JNJJOHNSON & JOHNSON	10,691	$1.8M	0.24%
56	AQLTISHARES TR	22,738	$1.7M	0.24%
57	KOCOCA COLA CO	23,807	$1.7M	0.23%
58	CRMSALESFORCE INC	6,114	$1.6M	0.22%
59	ISRGINTUITIVE SURGICAL INC	3,271	$1.6M	0.22%
60	BACBANK AMERICA CORP	38,717	$1.6M	0.22%
61	BKNGBOOKING HOLDINGS INC	349	$1.6M	0.22%
62	IBMINTERNATIONAL BUSINESS MACHS	6,435	$1.6M	0.22%
63	BSXBOSTON SCIENTIFIC CORP	15,830	$1.6M	0.22%
64	ABTABBOTT LABS	11,957	$1.6M	0.22%
65	MCDMCDONALDS CORP	4,951	$1.5M	0.21%
66	INTUINTUIT	2,499	$1.5M	0.21%
67	MUBISHARES TR	14,530	$1.5M	0.21%
68	TAT&T INC	53,936	$1.5M	0.21%
69	CSCOCISCO SYS INC	24,657	$1.5M	0.21%
70	VSSVANGUARD INTL EQUITY INDEX F	12,795	$1.5M	0.20%
71	VEAVANGUARD TAX-MANAGED FDS	28,872	$1.5M	0.20%
72	PEPPEPSICO INC	9,770	$1.5M	0.20%
73	NOWSERVICENOW INC	1,804	$1.4M	0.20%
74	RCLROYAL CARIBBEAN GROUP	6,915	$1.4M	0.19%
75	WFCWELLS FARGO CO NEW	19,490	$1.4M	0.19%
76	TJXTJX COS INC NEW	11,442	$1.4M	0.19%
77	GSGOLDMAN SACHS GROUP INC	2,472	$1.4M	0.18%
78	RTXRTX CORPORATION	10,118	$1.3M	0.18%
79	VOVANGUARD INDEX FDS	5,132	$1.3M	0.18%
80	STXVEA SERIES TRUST	43,282	$1.3M	0.18%
81	CATCATERPILLAR INC	3,976	$1.3M	0.18%
82	AMDADVANCED MICRO DEVICES INC	12,754	$1.3M	0.18%
83	SYKSTRYKER CORPORATION	3,454	$1.3M	0.18%
84	STXGEA SERIES TRUST	31,546	$1.3M	0.17%
85	PANWPALO ALTO NETWORKS INC	7,358	$1.3M	0.17%
86	ACNACCENTURE PLC IRELAND	3,978	$1.2M	0.17%
87	MRKMERCK & CO INC	13,810	$1.2M	0.17%
88	NINISOURCE INC	30,024	$1.2M	0.16%
89	AMGNAMGEN INC	3,750	$1.2M	0.16%
90	FISVFISERV INC	5,284	$1.2M	0.16%
91	GEVGE VERNOVA INC	3,779	$1.2M	0.16%
92	ITTITT INC	8,902	$1.1M	0.16%
93	CITCINTAS CORP	5,468	$1.1M	0.15%
94	VBVANGUARD INDEX FDS	5,068	$1.1M	0.15%
95	AZOAUTOZONE INC	294	$1.1M	0.15%
96	SPGIS&P GLOBAL INC	2,205	$1.1M	0.15%
97	PGRPROGRESSIVE CORP	3,957	$1.1M	0.15%
98	SPYSPDR S&P 500 ETF TR	1,929	$1.1M	0.15%
99	AXPAMERICAN EXPRESS CO	3,987	$1.1M	0.15%
100	VRTXVERTEX PHARMACEUTICALS INC	2,209	$1.1M	0.15%

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