$114 Million is the total value of Everhart Financial Group, Inc.'s 83 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IDHD | New | INVESCO EXCH TRADED FD TR IIs&p intl dev | $233,000 | – | 7,663 | +100.0% | 0.20% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $223,000 | – | 5,429 | +100.0% | 0.20% | – |
| ANTM | New | ANTHEM INC | $219,000 | – | 610 | +100.0% | 0.19% | – |
| DGRW | New | WISDOMTREE TRus qtly div grt | $208,000 | – | 3,636 | +100.0% | 0.18% | – |
| DIS | New | DISNEY WALT CO | $205,000 | – | 1,107 | +100.0% | 0.18% | – |
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $201,000 | – | 2,725 | +100.0% | 0.18% | – |
| CURI | New | CURIOSITYSTREAM INC | $161,000 | – | 11,855 | +100.0% | 0.14% | – |
| ONDS | New | ONDAS HLDGS INC | $98,000 | – | 10,080 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 12 | Q3 2023 | 15.8% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 7.5% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 6.7% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 4.8% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 4.8% |
| APPLE INC | 12 | Q3 2023 | 4.7% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.4% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 3.9% |
| MICROSOFT CORP | 12 | Q3 2023 | 3.6% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 2.7% |
View Everhart Financial Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-21 |
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.