HoldingsChannel.com
Everhart Financial Group Inc. Top Holdings
As of  06/30/2022, below is a summary of the Everhart Financial Group Inc. top holdings by largest position size, as per the latest 13f filing made by Everhart Financial Group Inc.. In the Everhart Financial Group Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Everhart Financial Group Inc. in that top holding, then the share count change between reporting periods, and finally the Everhart Financial Group Inc. top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 86,743 -5,408 $16,362
     VTI86,743-5,408$16,362
SCHWAB STRATEGIC TR 211,252 +39,366 $9,335
     SCHB211,252+39,366$9,335
VANGUARD INDEX FDS (VTV) 47,004 +392 $6,199
     VTV47,004+392$6,199
SCHWAB STRATEGIC TR 100,972 +1,131 $5,855
     SCHG100,972+1,131$5,855
APPLE INC 36,405 -3,559 $4,977
     AAPL36,405-3,559$4,977
MICROSOFT CORP 16,538 +396 $4,248
     MSFT16,538+396$4,248
SCHWAB STRATEGIC TR 58,072 -1,888 $4,159
     SCHD58,072-1,888$4,159
VANGUARD INDEX FDS (VUG) 17,238 -5,175 $3,842
     VUG17,238-5,175$3,842
SCHWAB STRATEGIC TR 59,314 -327 $3,721
     SCHM59,314-327$3,721
VANGUARD INTL EQUITY INDEX F (VWO) 78,288 +6,432 $3,261
     VWO78,288+6,432$3,261
VANGUARD INDEX FDS (VNQ) 32,139 -2,212 $2,928
     VNQ32,139-2,212$2,928
VANGUARD INDEX FDS (VBR) 19,475 -1,185 $2,918
     VBR19,475-1,185$2,918
ISHARES TR (MUB) 26,651 +14,266 $2,835
     MUB26,651+14,266$2,835
PROCTER AND GAMBLE CO 18,949 -1,013 $2,725
     PG18,949-1,013$2,725
SCHWAB STRATEGIC TR 63,527 -252 $2,477
     SCHA63,527-252$2,477
AMAZON COM INC 22,400 +21,468 $2,379
     AMZN22,400+21,468$2,379
SCHWAB STRATEGIC TR 34,059 -7,281 $2,126
     SCHV34,059-7,281$2,126
VANGUARD INDEX FDS (VOT) 11,645 -1,532 $2,042
     VOT11,645-1,532$2,042
VANGUARD INDEX FDS (VOE) 14,168 -1,417 $1,835
     VOE14,168-1,417$1,835
TESLA INC 2,573 +161 $1,732
     TSLA2,573+161$1,732
VANGUARD INDEX FDS (VBK) 8,568 -712 $1,688
     VBK8,568-712$1,688
JPMORGAN CHASE & CO 14,723 +3,629 $1,658
     JPM14,723+3,629$1,658
VANGUARD TAX MANAGED INTL FD (VEA) 39,679 -3,468 $1,619
     VEA39,679-3,468$1,619
SCHWAB STRATEGIC TR 61,013 -7,312 $1,548
     SCHE61,013-7,312$1,548
JOHNSON & JOHNSON 8,521 +1,222 $1,512
     JNJ8,521+1,222$1,512
ISHARES TR (SUB) 14,444 +874 $1,512
     SUB14,444+874$1,512
EXXON MOBIL CORP 16,008 +1,548 $1,371
     XOM16,008+1,548$1,371
ALPHABET INC 568 -16 $1,238
     GOOGL568-16$1,238
ALPHABET INC 559 -25 $1,222
     GOOG559-25$1,222
VANGUARD STAR FDS (VXUS) 23,624 -1,497 $1,220
     VXUS23,624-1,497$1,220
ISHARES TR (IEFA) 19,527 +666 $1,149
     IEFA19,527+666$1,149
VANGUARD INDEX FDS (VOO) 3,267 +28 $1,133
     VOO3,267+28$1,133
UNITEDHEALTH GROUP INC 2,194 +255 $1,127
     UNH2,194+255$1,127
NVIDIA CORPORATION 7,237 +249 $1,097
     NVDA7,237+249$1,097
ISHARES TR (IVV) 2,608 +199 $989
     IVV2,608+199$989
BERKSHIRE HATHAWAY INC DEL      $969
     BRK.B3,551-253$969
PEPSICO INC 5,572 +660 $929
     PEP5,572+660$929
SCHWAB STRATEGIC TR 20,655 +614 $923
     SCHX20,655+614$923
ABBVIE INC 5,573 +1,288 $853
     ABBV5,573+1,288$853
VISA INC 4,110 +377 $810
     V4,110+377$810
LILLY ELI & CO 2,464 +547 $799
     LLY2,464+547$799
PFIZER INC 14,355 +3,734 $753
     PFE14,355+3,734$753
BK OF AMERICA CORP 23,217 +578 $723
     BAC23,217+578$723
MCDONALDS CORP 2,885 +476 $712
     MCD2,885+476$712
COSTCO WHSL CORP NEW 1,478 +15 $708
     COST1,478+15$708
VANGUARD INDEX FDS (VB) 3,966 -111 $698
     VB3,966-111$698
SCHWAB STRATEGIC TR 18,839 +3,422 $687
     SCHK18,839+3,422$687
VANGUARD INDEX FDS (VO) 3,415 -82 $673
     VO3,415-82$673
VANGUARD WHITEHALL FDS (VYM) 6,600 +31 $671
     VYM6,600+31$671
HOME DEPOT INC 2,401 +339 $658
     HD2,401+339$658

See Full List: All Stocks Held By Everhart Financial Group Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Everhart Financial Group Inc.

Size ($ in 1000's)
At 06/30/2022: $164,538
At 03/31/2022: $173,006

Everhart Financial Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Everhart Financial Group Inc. 13F filings. Link to 13F filings: SEC filings

Everhart Financial Group Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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