HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTI) |
86,743 | -5,408 | $16,362 |
| VTI | 86,743 | -5,408 | $16,362 |
| SCHWAB STRATEGIC TR |
211,252 | +39,366 | $9,335 |
| SCHB | 211,252 | +39,366 | $9,335 |
| VANGUARD INDEX FDS (VTV) |
47,004 | +392 | $6,199 |
| VTV | 47,004 | +392 | $6,199 |
| SCHWAB STRATEGIC TR |
100,972 | +1,131 | $5,855 |
| SCHG | 100,972 | +1,131 | $5,855 |
| APPLE INC |
36,405 | -3,559 | $4,977 |
| AAPL | 36,405 | -3,559 | $4,977 |
| MICROSOFT CORP |
16,538 | +396 | $4,248 |
| MSFT | 16,538 | +396 | $4,248 |
| SCHWAB STRATEGIC TR |
58,072 | -1,888 | $4,159 |
| SCHD | 58,072 | -1,888 | $4,159 |
| VANGUARD INDEX FDS (VUG) |
17,238 | -5,175 | $3,842 |
| VUG | 17,238 | -5,175 | $3,842 |
| SCHWAB STRATEGIC TR |
59,314 | -327 | $3,721 |
| SCHM | 59,314 | -327 | $3,721 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
78,288 | +6,432 | $3,261 |
| VWO | 78,288 | +6,432 | $3,261 |
| VANGUARD INDEX FDS (VNQ) |
32,139 | -2,212 | $2,928 |
| VNQ | 32,139 | -2,212 | $2,928 |
| VANGUARD INDEX FDS (VBR) |
19,475 | -1,185 | $2,918 |
| VBR | 19,475 | -1,185 | $2,918 |
| ISHARES TR (MUB) |
26,651 | +14,266 | $2,835 |
| MUB | 26,651 | +14,266 | $2,835 |
| PROCTER AND GAMBLE CO |
18,949 | -1,013 | $2,725 |
| PG | 18,949 | -1,013 | $2,725 |
| SCHWAB STRATEGIC TR |
63,527 | -252 | $2,477 |
| SCHA | 63,527 | -252 | $2,477 |
| AMAZON COM INC |
22,400 | +21,468 | $2,379 |
| AMZN | 22,400 | +21,468 | $2,379 |
| SCHWAB STRATEGIC TR |
34,059 | -7,281 | $2,126 |
| SCHV | 34,059 | -7,281 | $2,126 |
| VANGUARD INDEX FDS (VOT) |
11,645 | -1,532 | $2,042 |
| VOT | 11,645 | -1,532 | $2,042 |
| VANGUARD INDEX FDS (VOE) |
14,168 | -1,417 | $1,835 |
| VOE | 14,168 | -1,417 | $1,835 |
| TESLA INC |
2,573 | +161 | $1,732 |
| TSLA | 2,573 | +161 | $1,732 |
| VANGUARD INDEX FDS (VBK) |
8,568 | -712 | $1,688 |
| VBK | 8,568 | -712 | $1,688 |
| JPMORGAN CHASE & CO |
14,723 | +3,629 | $1,658 |
| JPM | 14,723 | +3,629 | $1,658 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
39,679 | -3,468 | $1,619 |
| VEA | 39,679 | -3,468 | $1,619 |
| SCHWAB STRATEGIC TR |
61,013 | -7,312 | $1,548 |
| SCHE | 61,013 | -7,312 | $1,548 |
| JOHNSON & JOHNSON |
8,521 | +1,222 | $1,512 |
| JNJ | 8,521 | +1,222 | $1,512 |
| ISHARES TR (SUB) |
14,444 | +874 | $1,512 |
| SUB | 14,444 | +874 | $1,512 |
| EXXON MOBIL CORP |
16,008 | +1,548 | $1,371 |
| XOM | 16,008 | +1,548 | $1,371 |
| ALPHABET INC |
568 | -16 | $1,238 |
| GOOGL | 568 | -16 | $1,238 |
| ALPHABET INC |
559 | -25 | $1,222 |
| GOOG | 559 | -25 | $1,222 |
| VANGUARD STAR FDS (VXUS) |
23,624 | -1,497 | $1,220 |
| VXUS | 23,624 | -1,497 | $1,220 |
| ISHARES TR (IEFA) |
19,527 | +666 | $1,149 |
| IEFA | 19,527 | +666 | $1,149 |
| VANGUARD INDEX FDS (VOO) |
3,267 | +28 | $1,133 |
| VOO | 3,267 | +28 | $1,133 |
| UNITEDHEALTH GROUP INC |
2,194 | +255 | $1,127 |
| UNH | 2,194 | +255 | $1,127 |
| NVIDIA CORPORATION |
7,237 | +249 | $1,097 |
| NVDA | 7,237 | +249 | $1,097 |
| ISHARES TR (IVV) |
2,608 | +199 | $989 |
| IVV | 2,608 | +199 | $989 |
 BERKSHIRE HATHAWAY INC DEL |
$969 | ||
| BRK.B | 3,551 | -253 | $969 |
| PEPSICO INC |
5,572 | +660 | $929 |
| PEP | 5,572 | +660 | $929 |
| SCHWAB STRATEGIC TR |
20,655 | +614 | $923 |
| SCHX | 20,655 | +614 | $923 |
| ABBVIE INC |
5,573 | +1,288 | $853 |
| ABBV | 5,573 | +1,288 | $853 |
| VISA INC |
4,110 | +377 | $810 |
| V | 4,110 | +377 | $810 |
| LILLY ELI & CO |
2,464 | +547 | $799 |
| LLY | 2,464 | +547 | $799 |
| PFIZER INC |
14,355 | +3,734 | $753 |
| PFE | 14,355 | +3,734 | $753 |
| BK OF AMERICA CORP |
23,217 | +578 | $723 |
| BAC | 23,217 | +578 | $723 |
| MCDONALDS CORP |
2,885 | +476 | $712 |
| MCD | 2,885 | +476 | $712 |
| COSTCO WHSL CORP NEW |
1,478 | +15 | $708 |
| COST | 1,478 | +15 | $708 |
| VANGUARD INDEX FDS (VB) |
3,966 | -111 | $698 |
| VB | 3,966 | -111 | $698 |
| SCHWAB STRATEGIC TR |
18,839 | +3,422 | $687 |
| SCHK | 18,839 | +3,422 | $687 |
| VANGUARD INDEX FDS (VO) |
3,415 | -82 | $673 |
| VO | 3,415 | -82 | $673 |
| VANGUARD WHITEHALL FDS (VYM) |
6,600 | +31 | $671 |
| VYM | 6,600 | +31 | $671 |
| HOME DEPOT INC |
2,401 | +339 | $658 |
| HD | 2,401 | +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 |
