Everest Management Corp. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EM Everest Management Corp. | Institutional Filer | ▲ 10.10% | $197.4M | 72 |
Current Portfolio Holdings
Showing all 72 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | — | 645K | $45.7M | 23.17% |
| 2 | AAEQ | EA SERIES TRUST | — | 380K | $17.7M | 8.97% |
| 3 | GOOG | Alphabet Inc. | Technology | 44K | $12.6M | 6.39% |
| 4 | GOOGL | Alphabet Inc. | Technology | 44K | $12.5M | 6.35% |
| 5 | NVDA | NVIDIA Corporation | Technology | 47K | $8.2M | 4.14% |
| 6 | NaN | EA SERIES TRUST | — | 159K | $7.8M | 3.93% |
| 7 | AVGO | Broadcom Inc. | Technology | 22K | $6.7M | 3.41% |
| 8 | VOO | VANGUARD INDEX FDS | — | 10K | $6.2M | 3.14% |
| 9 | ARES | Ares Management Corporation | Financial Services | 224K | $5.6M | 2.84% |
| 10 | AAPL | Apple Inc. | Technology | 21K | $5.4M | 2.75% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 25K | $5.3M | 2.69% |
| 12 | IXUS | ISHARES TR | — | 52K | $4.5M | 2.27% |
| 13 | DFAC | DIMENSIONAL ETF TRUST | — | 108K | $4.2M | 2.13% |
| 14 | VTI | VANGUARD INDEX FDS | — | 13K | $4.1M | 2.08% |
| 15 | VXUS | VANGUARD STAR FDS | — | 51K | $4.0M | 2.00% |
Showing 1 to 15 of 72 holdings