StockDriftsStockDriftsTop 50 Everhart Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 14.25% | 852.9K | $167.3M | +4.87%(+39.58K) | $171.17(+21.73%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 12.11% | 325.7K | $142.2M | +14.45%(+41.12K) | $66.71(+31.19%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.91% | 179.9K | $57.7M | -2.45%(-4.51K) | $228.42(+59.67%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.73% | 250.9K | $43.7M | +9.82%(+22.44K) | $73.24(+208.35%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.42% | 1.03M | $40.2M | +21.56%(+183.03K) | $35.02(+18.89%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.05% | 141.2K | $35.8M | +13.83%(+17.15K) | $194.26(+53.85%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 2.42% | 368.3K | $28.4M | -3.50%(-13.36K) | $75.72(+1.19%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.97% | 62.5K | $23.1M | +8.61%(+4.96K) | $359.55(+12.70%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 1.7% | 590.9K | $20.0M | +20.94%(+102.31K) | $29.76(+33.57%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.33% | 75.1K | $15.6M | +9.55%(+6.54K) | $170.95(+58.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.55% | +58.31% |
| Top 20 Holdings Unweighted | +16.53% | +58.24% |
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