Evernest Financial Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Carmel, IN
CIK
0002009530
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 125 211,289 IVV, IJH, GLDM, IEFA 13F-HR 5/10/2024 000200953024000001
Q4 2023 122 197,113 IJH, IEFA, GLDM, RSP 13F-HR 5/10/2024 000200953024000004
Q4 2021 116 193,133 IJH, IEFA, GLDM, RSP 13F-HR 2/13/2024 000173173124000002