EFG
Everhart Financial Group Portfolio holdings
AUM
$1.08B
1-Year Est. Return
23.1%
1 Year Est. Return
+23.1%
AUM
$1.08B
AUM Growth
+$81.8M
(+8.2%)
Holding
440
Top Buys
| 1 | +$11.2M | |
| 2 | +$10.7M | |
| 3 | +$8.52M | |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$4.12M |
| 5 |
Apple
AAPL
|
+$2.46M |
Top Sells
| 1 | +$6.17M | |
| 2 | +$2.48M | |
| 3 | +$2.03M | |
| 4 |
JPMorgan Chase
JPM
|
+$1.88M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.18M |
Sector Composition
| 1 | Technology | 16.28% |
| 2 | Financials | 6.3% |
| 3 | Communication Services | 4.98% |
| 4 | Consumer Discretionary | 4.7% |
| 5 | Healthcare | 4.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard S&P 500 ETF
VOO
$851B
| $5.53M | 0.51% |
8,813
+912
|
|
||
27
Vanguard Real Estate ETF
VNQ
$35.5B
| $5.32M | 0.49% |
60,166
+7,398
|
|
||
28
AbbVie
ABBV
$379B
| $4.72M | 0.44% |
20,650
+639
|
|
||
29
Walmart Inc
WMT
$954B
| $4.69M | 0.43% |
42,104
+4,102
|
|
||
30
Visa
V
$633B
| $4.66M | 0.43% |
13,275
+1,223
|
|
||
31
Palantir
PLTR
$407B
| $4.52M | 0.42% |
25,435
+277
|
|
||
32
Exxon Mobil
XOM
$548B
| $4.44M | 0.41% |
36,935
+167
|
|
||
33
Costco
COST
$428B
| $4.39M | 0.41% |
5,088
+447
|
|
||
34
iShares Core S&P 500 ETF
IVV
$761B
| $4.08M | 0.38% |
5,957
+10
|
|
||
35
GE Aerospace
GE
$343B
| $3.87M | 0.36% |
12,557
+137
|
|
||
36
Schwab US Large-Cap Value ETF
SCHV
$14.9B
| $3.83M | 0.35% |
129,225
-33,435
|
|
||
37
Netflix
NFLX
$373B
| $3.68M | 0.34% |
39,228
+1,348
|
|
||
38
Procter & Gamble
PG
$338B
| $3.53M | 0.33% |
24,666
-6,603
|
|
||
39
GE Vernova
GEV
$185B
| $3.47M | 0.32% |
5,305
+341
|
|
||
40
Mastercard
MA
$484B
| $3.41M | 0.32% |
5,981
+1
|
|
||
41
Advanced Micro Devices
AMD
$377B
| $3.29M | 0.3% |
15,371
+705
|
|
||
42
Schwab US Mid-Cap ETF
SCHM
$13.1B
| $3.23M | 0.3% |
107,357
-19,294
|
|
||
43
Johnson & Johnson
JNJ
$527B
| $3.1M | 0.29% |
14,989
+1,365
|
|
||
44
Vanguard Total International Stock ETF
VXUS
$126B
| $3.1M | 0.29% |
41,048
+69
|
|
||
45
Intuit
INTU
$152B
| $2.82M | 0.26% |
4,260
+881
|
|
||
46
Cisco
CSCO
$297B
| $2.76M | 0.26% |
35,855
+6,741
|
|
||
47
Micron Technology
MU
$408B
| $2.75M | 0.25% |
9,635
+1,994
|
|
||
48
Schwab US Dividend Equity ETF
SCHD
$75.6B
| $2.69M | 0.25% |
97,982
-8,031
|
|
||
49
Goldman Sachs
GS
$289B
| $2.61M | 0.24% |
2,974
+134
|
|
||
50
Caterpillar
CAT
$303B
| $2.61M | 0.24% |
4,555
+571
|
|