Everhart Financial Group, Inc.
data from 30/09/2025
Capitalization
$ 997.846 M
15.31 %
Performance
$ 218.426 M
51.84 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | VTV | VANGUARD INDEX FDS | 14.11% | 140.754 M $ | 754754 | 2020/12/31 | 6.687 M $ | 5.52 % |
| 2025/09/30 | VUG | VANGUARD INDEX FDS | 12.62% | 125.933 M $ | 262574 | 2020/12/31 | 10.334 M $ | 9.40 % |
| 2025/09/30 | VTI | VANGUARD INDEX FDS | 6.67% | 66.554 M $ | 202804 | 2020/12/31 | 5.032 M $ | 7.98 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 4.08% | 40.703 M $ | 218154 | 2020/12/31 | 5.972 M $ | 18.10 % |
| 2025/09/30 | BIV | VANGUARD BD INDEX FDS | 3.19% | 31.838 M $ | 407710 | 2020/12/31 | 314.106 K $ | 0.97 % |
| 2025/09/30 | AAPL | APPLE INC | 2.93% | 29.275 M $ | 114970 | 2020/12/31 | 5.666 M $ | 24.11 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 2.91% | 29.083 M $ | 56151 | 2020/12/31 | 1.097 M $ | 4.13 % |
| 2025/09/30 | DFAI | DIMENSIONAL ETF TRUST | 2.28% | 22.730 M $ | 625322 | 2025/03/31 | 713.772 K $ | 5.15 % |
| 2025/09/30 | SCHG | SCHWAB STRATEGIC TR | 1.42% | 14.126 M $ | 442681 | 2020/12/31 | 1.188 M $ | 9.24 % |
| 2025/09/30 | META | META PLATFORMS INC | 1.38% | 13.789 M $ | 18776 | 2020/12/31 | -66.268 K $ | -0.50 % |
| 2025/09/30 | VWO | VANGUARD INTL EQUITY INDEX F | 1.38% | 13.734 M $ | 253493 | 2020/12/31 | 1.300 M $ | 9.54 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 1.35% | 13.421 M $ | 61122 | 2020/12/31 | 10.363 K $ | 0.08 % |
| 2025/09/30 | SCHB | SCHWAB STRATEGIC TR | 1.16% | 11.615 M $ | 451757 | 2020/12/31 | 872.494 K $ | 7.89 % |
| 2025/09/30 | DFAE | DIMENSIONAL ETF TRUST | 1.14% | 11.421 M $ | 362226 | 2025/03/31 | 609.393 K $ | 8.91 % |
| 2025/09/30 | AVGO | BROADCOM INC | 1.03% | 10.239 M $ | 31037 | 2021/12/31 | 1.595 M $ | 19.68 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 0.91% | 9.049 M $ | 28689 | 2020/12/31 | 701.825 K $ | 8.80 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 0.89% | 8.919 M $ | 36688 | 2021/06/30 | 2.285 M $ | 37.94 % |
| 2025/09/30 | GOOG | ALPHABET INC | 0.86% | 8.564 M $ | 35162 | 2021/06/30 | 2.111 M $ | 37.30 % |
| 2025/09/30 | TSLA | TESLA INC | 0.86% | 8.548 M $ | 19221 | 2020/12/31 | 2.234 M $ | 40.00 % |
| 2025/09/30 | VBR | VANGUARD INDEX FDS | 0.76% | 7.586 M $ | 36345 | 2020/12/31 | 461.977 K $ | 7.03 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.75% | 7.448 M $ | 14815 | 2021/06/30 | 247.354 K $ | 3.49 % |
| 2025/09/30 | VOT | VANGUARD INDEX FDS | 0.71% | 7.107 M $ | 24192 | 2020/12/31 | 212.994 K $ | 3.31 % |
| 2025/09/30 | VOE | VANGUARD INDEX FDS | 0.62% | 6.231 M $ | 35694 | 2020/12/31 | 326.329 K $ | 6.15 % |
| 2025/09/30 | VBK | VANGUARD INDEX FDS | 0.62% | 6.215 M $ | 20882 | 2020/12/31 | 406.010 K $ | 7.47 % |
| 2025/09/30 | LLY | ELI LILLY & CO | 0.49% | 4.915 M $ | 6442 | 2021/12/31 | -107.709 K $ | -2.12 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 0.48% | 4.839 M $ | 7901 | 2020/12/31 | 299.672 K $ | 7.81 % |
| 2025/09/30 | VNQ | VANGUARD INDEX FDS | 0.48% | 4.824 M $ | 52768 | 2020/12/31 | 116.482 K $ | 2.65 % |
| 2025/09/30 | PG | PROCTER AND GAMBLE CO | 0.48% | 4.805 M $ | 31269 | 2020/12/31 | -186.180 K $ | -3.56 % |
| 2025/09/30 | SCHV | SCHWAB STRATEGIC TR | 0.47% | 4.735 M $ | 162660 | 2020/12/31 | 239.810 K $ | 5.20 % |
| 2025/09/30 | ABBV | ABBVIE INC | 0.46% | 4.633 M $ | 20011 | 2021/06/30 | 874.913 K $ | 24.74 % |
| 2025/09/30 | PLTR | PALANTIR TECHNOLOGIES INC | 0.46% | 4.589 M $ | 25158 | 2023/06/30 | 1.119 M $ | 33.82 % |
| 2025/09/30 | NFLX | NETFLIX INC | 0.46% | 4.542 M $ | 3788 | 2022/09/30 | -522.142 K $ | -10.47 % |
| 2025/09/30 | COST | COSTCO WHSL CORP NEW | 0.43% | 4.296 M $ | 4641 | 2021/09/30 | -303.993 K $ | -6.50 % |
| 2025/09/30 | XOM | EXXON MOBIL CORP | 0.42% | 4.146 M $ | 36768 | 2020/12/31 | 168.017 K $ | 4.59 % |
| 2025/09/30 | V | VISA INC | 0.41% | 4.114 M $ | 12052 | 2021/06/30 | -166.678 K $ | -3.85 % |
| 2025/09/30 | IVV | ISHARES TR | 0.40% | 3.980 M $ | 5947 | 2021/09/30 | 274.185 K $ | 7.80 % |
| 2025/09/30 | WMT | WALMART INC | 0.39% | 3.916 M $ | 38002 | 2020/12/31 | 191.537 K $ | 5.40 % |
| 2025/09/30 | ORCL | ORACLE CORP | 0.38% | 3.788 M $ | 13469 | 2021/06/30 | 784.816 K $ | 28.64 % |
| 2025/09/30 | SCHM | SCHWAB STRATEGIC TR | 0.38% | 3.754 M $ | 126651 | 2020/12/31 | 202.697 K $ | 5.67 % |
| 2025/09/30 | GE | GE AEROSPACE | 0.37% | 3.736 M $ | 12420 | 2022/03/31 | 520.334 K $ | 16.87 % |
| 2025/09/30 | MA | MASTERCARD INCORPORATED | 0.34% | 3.401 M $ | 5980 | 2021/09/30 | 39.598 K $ | 1.22 % |
| 2025/09/30 | GEV | GE VERNOVA INC | 0.31% | 3.052 M $ | 4964 | 2024/06/30 | 407.827 K $ | 16.21 % |
| 2025/09/30 | VXUS | VANGUARD STAR FDS | 0.30% | 3.010 M $ | 40979 | 2020/12/31 | 201.212 K $ | 6.33 % |
| 2025/09/30 | SCHD | SCHWAB STRATEGIC TR | 0.29% | 2.894 M $ | 106013 | 2020/12/31 | 94.724 K $ | 3.02 % |
| 2025/09/30 | SPOT | SPOTIFY TECHNOLOGY S A | 0.27% | 2.703 M $ | 3873 | 2023/03/31 | -267.097 K $ | -9.04 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.26% | 2.632 M $ | 6496 | 2021/06/30 | 239.279 K $ | 10.51 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 0.25% | 2.526 M $ | 13624 | 2020/12/31 | 405.140 K $ | 21.39 % |
| 2025/09/30 | RCL | ROYAL CARIBBEAN GROUP | 0.24% | 2.383 M $ | 7366 | 2022/12/31 | 69.509 K $ | 3.33 % |
| 2025/09/30 | AMD | ADVANCED MICRO DEVICES INC | 0.24% | 2.373 M $ | 14666 | 2021/12/31 | 279.454 K $ | 14.02 % |
| 2025/09/30 | INTU | INTUIT | 0.23% | 2.308 M $ | 3379 | 2022/06/30 | -353.744 K $ | -13.30 % |
| 2025/09/30 | GS | GOLDMAN SACHS GROUP INC | 0.23% | 2.262 M $ | 2840 | 2022/06/30 | 234.790 K $ | 12.52 % |
| 2025/09/30 | BSV | VANGUARD BD INDEX FDS | 0.23% | 2.261 M $ | 28658 | 2022/09/30 | 6.468 K $ | 0.27 % |
| 2025/09/30 | PM | PHILIP MORRIS INTL INC | 0.23% | 2.255 M $ | 13901 | 2022/03/31 | -268.835 K $ | -10.94 % |
| 2025/09/30 | SCHA | SCHWAB STRATEGIC TR | 0.22% | 2.166 M $ | 77625 | 2020/12/31 | 202.001 K $ | 10.28 % |
| 2025/09/30 | BKNG | BOOKING HOLDINGS INC | 0.21% | 2.090 M $ | 387 | 2022/12/31 | -145.848 K $ | -6.74 % |
| 2025/09/30 | PWR | QUANTA SVCS INC | 0.21% | 2.071 M $ | 4998 | 2022/06/30 | 167.164 K $ | 9.61 % |
| 2025/09/30 | IBM | INTERNATIONAL BUSINESS MACHS | 0.20% | 2.027 M $ | 7185 | 2022/03/31 | -90.800 K $ | -4.28 % |
| 2025/09/30 | CSCO | CISCO SYS INC | 0.20% | 1.992 M $ | 29114 | 2021/06/30 | -26.381 K $ | -1.38 % |
| 2025/09/30 | CDNS | CADENCE DESIGN SYSTEM INC | 0.20% | 1.986 M $ | 5653 | 2022/06/30 | 239.217 K $ | 13.99 % |
| 2025/09/30 | RTX | RTX CORPORATION | 0.20% | 1.979 M $ | 11826 | 2022/06/30 | 234.772 K $ | 14.59 % |
| 2025/09/30 | SCHX | SCHWAB STRATEGIC TR | 0.20% | 1.969 M $ | 74757 | 2020/12/31 | 176.120 K $ | 7.77 % |
| 2025/09/30 | IEFA | ISHARES TR | 0.20% | 1.951 M $ | 22343 | 2020/12/31 | 81.127 K $ | 4.59 % |
| 2025/09/30 | BAC | BANK AMERICA CORP | 0.20% | 1.945 M $ | 37707 | 2020/12/31 | 146.618 K $ | 9.02 % |
| 2025/09/30 | CAT | CATERPILLAR INC | 0.19% | 1.901 M $ | 3984 | 2022/06/30 | 299.105 K $ | 22.91 % |
| 2025/09/30 | TJX | TJX COS INC NEW | 0.19% | 1.899 M $ | 13138 | 2022/06/30 | 268.871 K $ | 17.05 % |
| 2025/09/30 | WFC | WELLS FARGO CO NEW | 0.19% | 1.849 M $ | 22065 | 2022/03/31 | 77.888 K $ | 4.62 % |
| 2025/09/30 | ABT | ABBOTT LABS | 0.18% | 1.838 M $ | 13722 | 2021/09/30 | -27.986 K $ | -1.52 % |
| 2025/09/30 | VEA | VANGUARD TAX-MANAGED FDS | 0.18% | 1.821 M $ | 30387 | 2020/12/31 | 90.073 K $ | 5.10 % |
| 2025/09/30 | CVX | CHEVRON CORP NEW | 0.18% | 1.817 M $ | 11697 | 2022/03/31 | 127.037 K $ | 8.45 % |
| 2025/09/30 | DASH | DOORDASH INC | 0.18% | 1.810 M $ | 6653 | 2023/12/31 | 146.382 K $ | 10.34 % |
| 2025/09/30 | T | AT&T INC | 0.18% | 1.765 M $ | 62507 | 2020/12/31 | -41.366 K $ | -2.42 % |
| 2025/09/30 | NOW | SERVICENOW INC | 0.18% | 1.748 M $ | 1899 | 2022/06/30 | -201.046 K $ | -10.49 % |
| 2025/09/30 | MCD | MCDONALDS CORP | 0.17% | 1.726 M $ | 5680 | 2021/06/30 | 72.148 K $ | 4.01 % |
| 2025/09/30 | AMAT | APPLIED MATLS INC | 0.17% | 1.691 M $ | 8259 | 2022/03/31 | 176.090 K $ | 11.84 % |
| 2025/09/30 | UBER | UBER TECHNOLOGIES INC | 0.17% | 1.685 M $ | 17200 | 2023/12/31 | 72.819 K $ | 5.01 % |
| 2025/09/30 | BND | VANGUARD BD INDEX FDS | 0.17% | 1.675 M $ | 22525 | 2020/12/31 | 22.742 K $ | 1.01 % |
| 2025/09/30 | KO | COCA COLA CO | 0.17% | 1.674 M $ | 25242 | 2021/12/31 | -112.499 K $ | -6.26 % |
| 2025/09/30 | BSX | BOSTON SCIENTIFIC CORP | 0.17% | 1.646 M $ | 16861 | 2022/09/30 | -162.191 K $ | -9.11 % |
| 2025/09/30 | AXP | AMERICAN EXPRESS CO | 0.16% | 1.643 M $ | 4946 | 2022/03/31 | 56.067 K $ | 4.13 % |
| 2025/09/30 | APP | APPLOVIN CORP | 0.16% | 1.639 M $ | 2281 | 2024/09/30 | 926.676 K $ | 105.25 % |
| 2025/09/30 | VTEB | VANGUARD MUN BD FDS | 0.16% | 1.610 M $ | 32159 | 2020/12/31 | 35.020 K $ | 2.12 % |
| 2025/09/30 | VO | VANGUARD INDEX FDS | 0.16% | 1.567 M $ | 5333 | 2020/12/31 | 70.746 K $ | 4.97 % |
| 2025/09/30 | CRWD | CROWDSTRIKE HLDGS INC | 0.15% | 1.538 M $ | 3136 | 2023/12/31 | -59.951 K $ | -3.72 % |
| 2025/09/30 | WELL | WELLTOWER INC | 0.15% | 1.526 M $ | 8569 | 2023/03/31 | 179.144 K $ | 15.88 % |
| 2025/09/30 | DUK | DUKE ENERGY CORP NEW | 0.15% | 1.515 M $ | 12245 | 2022/03/31 | 68.476 K $ | 4.87 % |
| 2025/09/30 | STXG | EA SERIES TRUST | 0.15% | 1.509 M $ | 30223 | 2023/06/30 | 142.630 K $ | 8.47 % |
| 2025/09/30 | BLK | BLACKROCK INC | 0.15% | 1.498 M $ | 1285 | 2024/12/31 | 117.319 K $ | 11.11 % |
| 2025/09/30 | MCK | MCKESSON CORP | 0.15% | 1.490 M $ | 1929 | 2022/06/30 | 63.059 K $ | 5.43 % |
| 2025/09/30 | PANW | PALO ALTO NETWORKS INC | 0.15% | 1.485 M $ | 7293 | 2023/06/30 | -7.503 K $ | -0.50 % |
| 2025/09/30 | SPGI | S&P GLOBAL INC | 0.15% | 1.485 M $ | 3051 | 2022/06/30 | -121.131 K $ | -7.70 % |
| 2025/09/30 | AZO | AUTOZONE INC | 0.15% | 1.484 M $ | 346 | 2022/03/31 | 180.339 K $ | 15.57 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 0.15% | 1.480 M $ | 2222 | 2020/12/31 | 107.582 K $ | 7.82 % |
| 2025/09/30 | ITT | ITT INC | 0.15% | 1.478 M $ | 8269 | 2022/09/30 | 165.417 K $ | 13.98 % |
| 2025/09/30 | MS | MORGAN STANLEY | 0.15% | 1.460 M $ | 9182 | 2022/06/30 | 152.673 K $ | 12.85 % |
| 2025/09/30 | CTAS | CINTAS CORP | 0.14% | 1.417 M $ | 6903 | 2022/06/30 | -116.331 K $ | -7.90 % |
| 2025/09/30 | PEP | PEPSICO INC | 0.14% | 1.413 M $ | 10059 | 2020/12/31 | 79.111 K $ | 6.36 % |
| 2025/09/30 | NET | CLOUDFLARE INC | 0.14% | 1.386 M $ | 6460 | 2024/03/31 | 105.712 K $ | 9.58 % |
| 2025/09/30 | VB | VANGUARD INDEX FDS | 0.14% | 1.379 M $ | 5423 | 2020/12/31 | 89.181 K $ | 7.30 % |
| 2025/09/30 | ISRG | INTUITIVE SURGICAL INC | 0.14% | 1.364 M $ | 3049 | 2022/06/30 | -327.300 K $ | -17.70 % |
| 2025/09/30 | NI | NISOURCE INC | 0.14% | 1.362 M $ | 31451 | 2023/03/31 | 90.617 K $ | 7.34 % |