Everhart Financial Group, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Dublin, OH
CIK
0001852858
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 240 282,272 VTI, AAPL, MSFT, SCHG 13F-HR 1/12/2024 000185285824000001
Q3 2023 213 235,724 VTI, AAPL, SCHG, MSFT 13F-HR 10/25/2023 000185285823000005
Q2 2023 215 241,778 VTI, AAPL, SCHG, SCHB 13F-HR 7/13/2023 000185285823000004
Q1 2023 204 222,857 VTI, SCHB, AAPL, SPTS 13F-HR 4/25/2023 000185285823000003
Q4 2022 180 199,105 VTI, SPTS, SCHB, VGSH 13F-HR 2/9/2023 000185285823000002
Q3 2022 202 180,669 VTI, VGSH, SCHB, VTV 13F-HR 10/12/2022 000185285822000005
Q2 2022 187 164,538 VTI, SCHB, VTV, SCHG 13F-HR 7/12/2022 000185285822000004
Q1 2022 132 173,006 VTI, SCHB, SCHG, AAPL 13F-HR 4/18/2022 000185285822000003
Q4 2021 107 165,650 VTI, SCHB, SCHG, VUG 13F-HR 1/21/2022 000185285822000001
Q3 2021 101 145,977 VTI, SCHB, SCHG, VUG 13F-HR 10/13/2021 000185285821000005
Q2 2021 95 145,301 VTI, SCHB, SCHG, VTV 13F-HR 7/16/2021 000185285821000004
Q1 2021 83 113,965 VTI, SCHB, SCHG, SCHM 13F-HR 4/13/2021 000185285821000002
Q4 2020 80 108,376 VTI, SCHB, SCHG, SCHM 13F-HR 3/26/2021 000185285821000001