Everhart Financial Group, Inc. ETFs

Everhart Financial Group, Inc.

$719 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IDEV Ishares Core Msci Intl Develop	$0	$385,000 0.05% of portfolio	5,590	Q1 2025 Added 8.0%
HYMB Spdr Nuveen Bloomberg High Yie	$0	$360,000 0.05% of portfolio	14,328	Q1 2025 Reduced 7.99%
AGG Ishares Core U.S. Aggregate Bo	$0	$351,000 0.05% of portfolio	3,557	Q1 2025 New
VIG Vanguard Dividend Appreciation	$0	$335,000 0.05% of portfolio	1,844	Q1 2025 Reduced 0.49%
XLK Technology Sector Spdr	$0	$334,000 0.05% of portfolio	1,621	Q1 2025 Reduced 0.31%
BOND Pimco Active Bond Exchange Tra	$0	$329,000 0.05% of portfolio	3,565	Q1 2025 New
SSO Proshares Ultra S&P 500	$0	$301,000 0.04% of portfolio	3,685	Q1 2025 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$296,000 0.04% of portfolio	3,753	Q4 2024 Added 23.78%
HYD Vaneck High Yield Muni ETF	$0	$288,000 0.04% of portfolio	5,647	Q1 2025 Reduced 7.86%
SCHF Schwab Strategic Tr Intl Eqty	$0	$265,000 0.04% of portfolio	13,326	Q1 2025 Reduced 43.09%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$259,000 0.04% of portfolio	618	Q4 2023 New
SPHQ Invesco Exchange Traded Fd Tr	$0	$251,000 0.03% of portfolio	3,795	Q1 2025 Reduced 2.69%
IYW Ishares Dj Us Tech ETF	$0	$248,000 0.03% of portfolio	1,771	Q1 2025 Added 1.49%
USHY Ishares Tr Broad Usd High Yiel	$0	$243,000 0.03% of portfolio	6,614	Q1 2025 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$237,000 0.03% of portfolio	2,433	Q1 2025 Reduced 0.29%
IJH Ishares Core S&P Mid Cap ETF	$0	$232,000 0.03% of portfolio	3,993	Q1 2025 Added 1.17%
BLV Vanguard Bd Index Fd Inc Long	$0	$232,000 0.03% of portfolio	3,315	Q1 2025 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$230,000 0.03% of portfolio	5,591	Q1 2025 New
IJR Ishares Core S&P Sm Cap ETF	$0	$225,000 0.03% of portfolio	2,153	Q1 2025 Added 2.82%
EFA Ishares Tr Msci Eafe ETF	$0	$211,000 0.03% of portfolio	2,583	Q1 2025 New
VYM Vanguard Whitehall Fds (Vangua	$0	$209,000 0.03% of portfolio	1,641	Q4 2024 Reduced 0.3%
JPSE J P Morgan Diversified Return	$0	$200,000 0.03% of portfolio	4,611	Q1 2025 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$199,000 0.03% of portfolio	1,485	Q1 2025 Reduced 3.38%

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