Everhart Financial Group, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EF Everhart Financial Group, Inc. | Institutional Filer | ▲ 8.78% | $1.17B | 464 |
Current Portfolio Holdings
Showing all 464 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | — | 853K | $167.3M | 14.25% |
| 2 | VUG | VANGUARD INDEX FDS | — | 326K | $142.2M | 12.11% |
| 3 | VTI | VANGUARD INDEX FDS | — | 180K | $57.7M | 4.91% |
| 4 | NVDA | NVIDIA Corporation | Technology | 251K | $43.7M | 3.73% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | — | 1.0M | $40.2M | 3.42% |
| 6 | AAPL | Apple Inc. | Technology | 141K | $35.8M | 3.05% |
| 7 | BIV | VANGUARD BD INDEX FDS | — | 368K | $28.4M | 2.42% |
| 8 | MSFT | Microsoft Corporation | Technology | 63K | $23.1M | 1.97% |
| 9 | DFAE | DIMENSIONAL ETF TRUST | — | 591K | $20.0M | 1.70% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 75K | $15.6M | 1.33% |
| 11 | GOOGL | Alphabet Inc. | Technology | 48K | $13.8M | 1.17% |
| 12 | VBR | VANGUARD INDEX FDS | — | 56K | $12.3M | 1.04% |
| 13 | AVGO | Broadcom Inc. | Technology | 40K | $12.2M | 1.04% |
| 14 | GOOG | Alphabet Inc. | Technology | 42K | $12.1M | 1.03% |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | — | 219K | $11.8M | 1.01% |
Showing 1 to 15 of 464 holdings