$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $477,000 | +3.2% | 8,206 | 0.0% | 0.42% | -1.6% | |
| SDY | SPDR SER TRs&p divid etf | $252,000 | +12.0% | 2,130 | 0.0% | 0.22% | +6.2% | |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $236,000 | +7.8% | 6,301 | 0.0% | 0.21% | +2.5% | |
| SHM | SPDR SER TRnuveen blmbrg sr | $224,000 | -0.4% | 4,511 | 0.0% | 0.20% | -5.3% | |
| WEN | WENDYS CO | $207,000 | -7.6% | 10,200 | 0.0% | 0.18% | -12.1% | |
| CFMS | CONFORMIS INC | $10,000 | +42.9% | 10,000 | 0.0% | 0.01% | +50.0% |
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.