| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 15 | Q2 2024 | 15.8% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 7.5% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 6.7% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 4.8% |
| APPLE INC | 15 | Q2 2024 | 4.7% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 4.8% |
| MICROSOFT CORP | 15 | Q2 2024 | 4.4% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 4.4% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 3.9% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 2.7% |
View Everhart Financial Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-07 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-12 |
View Everhart Financial Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.