Everhart Financial Group, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $155.33M | 14.4% |
| VANGUARD INDEX FDS | $138.82M | 12.9% |
| VANGUARD INDEX FDS | $61.82M | 5.7% |
| NVIDIA Corp | $42.60M | 3.9% |
| Apple Inc. | $33.71M | 3.1% |
| DIMENSIONAL ETF TRUST | $32.35M | 3.0% |
| VANGUARD BD INDEX FDS | $29.72M | 2.8% |
| MICROSOFT CORP | $27.83M | 2.6% |
| DIMENSIONAL ETF TRUST | $15.91M | 1.5% |
| Amazon.com Inc | $15.82M | 1.5% |
| Alphabet Inc. | $13.22M | 1.2% |
| Meta Platforms Inc | $12.52M | 1.2% |
| VANGUARD INTL EQUITY INDEX F | $12.45M | 1.2% |
| SCHWAB STRATEGIC TR | $11.96M | 1.1% |
| Alphabet Inc. | $11.85M | 1.1% |
| Broadcom Inc. | $11.58M | 1.1% |
| SCHWAB STRATEGIC TR | $11.17M | 1.0% |
| Tesla Inc | $8.89M | 0.8% |
| ELI LILLY & Co | $8.14M | 0.8% |
| VANGUARD INDEX FDS | $8.09M | 0.7% |
| Warren E. Buffett | $7.70M | 0.7% |
| VANGUARD INDEX FDS | $7.43M | 0.7% |
| JPMORGAN CHASE & CO | $7.36M | 0.7% |
| VANGUARD INDEX FDS | $7.02M | 0.7% |
| VANGUARD INDEX FDS | $6.96M | 0.6% |
| VANGUARD INDEX FDS | $5.53M | 0.5% |
| VANGUARD INDEX FDS | $5.32M | 0.5% |
| AbbVie Inc. | $4.72M | 0.4% |
| Walmart Inc. | $4.69M | 0.4% |
| Visa Inc | $4.66M | 0.4% |
| Palantir Technologies Inc | $4.52M | 0.4% |
| EXXON MOBIL CORP | $4.44M | 0.4% |
| COSTCO WHOLESALE CORP /NEW | $4.39M | 0.4% |
| ISHARES TR | $4.08M | 0.4% |
| GENERAL ELECTRIC CO | $3.87M | 0.4% |
| SCHWAB STRATEGIC TR | $3.83M | 0.4% |
| Netflix Inc | $3.68M | 0.3% |
| PROCTER & GAMBLE Co | $3.53M | 0.3% |
| GE Vernova Inc. | $3.47M | 0.3% |
| Mastercard Inc | $3.41M | 0.3% |
| ADVANCED MICRO DEVICES INC | $3.29M | 0.3% |
| SCHWAB STRATEGIC TR | $3.23M | 0.3% |
| JOHNSON & JOHNSON | $3.10M | 0.3% |
| VANGUARD STAR FDS | $3.10M | 0.3% |
| INTUIT INC. | $2.82M | 0.3% |
| CISCO SYSTEMS, INC. | $2.76M | 0.3% |
| MICRON TECHNOLOGY INC | $2.75M | 0.3% |
| SCHWAB STRATEGIC TR | $2.69M | 0.2% |
| THE GOLDMAN SACHS GROUP, INC. | $2.61M | 0.2% |
| CATERPILLAR INC | $2.61M | 0.2% |