Everhart Financial Group, Inc. ETFs

Everhart Financial Group, Inc.

$852 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWR Ishares Russell Mid Cap ETF	$0	$460,000 0.05% of portfolio	5,010	Q1 2025 Added 52.33%
HYG Ishares Tr	$0	$455,000 0.05% of portfolio	5,644	Q2 2025 Reduced 3.29%
XLK Technology Sector Spdr	$0	$409,000 0.05% of portfolio	1,617	Q2 2025 Reduced 0.25%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$404,000 0.05% of portfolio	918	Q2 2025 Added 48.54%
HYMB Spdr Nuveen Bloomberg High Yie	$0	$380,000 0.04% of portfolio	15,370	Q2 2025 Added 7.27%
AGG Ishares Core U.S. Aggregate Bo	$0	$345,000 0.04% of portfolio	3,486	Q2 2025 Reduced 2.0%
DGRW Wisdomtree Tr Us Quality Divid	$0	$314,000 0.04% of portfolio	3,753	Q4 2024 Added 23.78%
IYW Ishares Dj Us Tech ETF	$0	$309,000 0.04% of portfolio	1,785	Q2 2025 Added 0.79%
IQLT Ishares Msci Intl Quality Fact	$0	$305,000 0.04% of portfolio	7,069	Q2 2025 New
BOND Pimco Active Bond Exchange Tra	$0	$291,000 0.03% of portfolio	3,165	Q2 2025 Reduced 11.22%
SPHQ Invesco Exchange Traded Fd Tr	$0	$270,000 0.03% of portfolio	3,795	Q1 2025 Reduced 2.69%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$265,000 0.03% of portfolio	2,422	Q2 2025 Reduced 0.45%
SCHF Schwab Strategic Tr Intl Eqty	$0	$260,000 0.03% of portfolio	11,800	Q2 2025 Reduced 11.45%
VOOV Vanguard S&P 500 Value ETF	$0	$254,000 0.03% of portfolio	1,351	Q2 2025 New
IJH Ishares Core S&P Mid Cap ETF	$0	$250,000 0.03% of portfolio	4,032	Q2 2025 Added 0.98%
USHY Ishares Tr Broad Usd High Yiel	$0	$240,000 0.03% of portfolio	6,420	Q2 2025 Reduced 2.93%
HYD Vaneck High Yield Muni ETF	$0	$240,000 0.03% of portfolio	4,785	Q2 2025 Reduced 15.26%
IJR Ishares Core S&P Sm Cap ETF	$0	$239,000 0.03% of portfolio	2,187	Q2 2025 Added 1.58%
EFA Ishares Tr Msci Eafe ETF	$0	$236,000 0.03% of portfolio	2,649	Q2 2025 Added 2.56%
IWP Ishares Russell Mid Cap Growth	$0	$236,000 0.03% of portfolio	1,705	Q2 2025 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$233,000 0.03% of portfolio	5,515	Q2 2025 Reduced 1.36%
BLV Vanguard Bd Index Fd Inc Long	$0	$228,000 0.03% of portfolio	3,286	Q2 2025 Reduced 0.87%
VYM Vanguard Whitehall Fds (Vangua	$0	$218,000 0.03% of portfolio	1,638	Q2 2025 Reduced 0.18%
IWF Ishares Russell 1000 Gr ETF	$0	$217,000 0.03% of portfolio	513	Q2 2025 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$210,000 0.02% of portfolio	2,367	Q2 2025 New

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