0001852858-22-000003.txt : 20220418 0001852858-22-000003.hdr.sgml : 20220418 20220418150403 ACCESSION NUMBER: 0001852858-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220418 DATE AS OF CHANGE: 20220418 EFFECTIVENESS DATE: 20220418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Everhart Financial Group, Inc. CENTRAL INDEX KEY: 0001852858 IRS NUMBER: 311440043 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21127 FILM NUMBER: 22831974 BUSINESS ADDRESS: STREET 1: 535 METRO PLACE SOUTH, SUITE 100 CITY: DUBLIN STATE: OH ZIP: 43017 BUSINESS PHONE: 614-717-9705 MAIL ADDRESS: STREET 1: 535 METRO PLACE SOUTH, SUITE 100 CITY: DUBLIN STATE: OH ZIP: 43017 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001852858 XXXXXXXX 03-31-2022 03-31-2022 false Everhart Financial Group, Inc.

535 Metro Place South, Suite 100 Dublin OH 43017

13F HOLDINGS REPORT 028-21127 N Steven Reinsel 614-717-9705 /s/ Steven Reinsel Dublin OH 04-18-2022 0 132 173006 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 498 4204 SH SOLE 0 0 4204 ABBVIE INC COM 00287Y109 694 4285 SH SOLE 0 0 4285 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 255 755 SH SOLE 0 0 755 ADVANCED MICRO DEVICES INC COM 007903107 554 5073 SH SOLE 0 0 5073 AGILON HEALTH INC COM 00857U107 580 22897 SH SOLE 0 0 22897 ALPHABET INC CAP STK CL C 02079K107 1631 584 SH SOLE 0 0 584 ALPHABET INC CAP STK CL A 02079K305 1624 584 SH SOLE 0 0 584 AMAZON COM INC COM 023135106 3038 932 SH SOLE 0 0 932 AMERICAN EXPRESS CO COM 025816109 270 1444 SH SOLE 0 0 1444 ANTHEM INC COM 036752103 527 1073 SH SOLE 0 0 1073 APPLE INC COM 037833100 6978 39964 SH SOLE 0 0 39964 APPLIED MATLS INC COM 038222105 219 1658 SH SOLE 0 0 1658 AT&T INC COM 00206R102 503 21295 SH SOLE 0 0 21295 AUTOZONE INC COM 053332102 211 103 SH SOLE 0 0 103 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1342 3804 SH SOLE 0 0 3804 BK OF AMERICA CORP COM 060505104 933 22639 SH SOLE 0 0 22639 BOEING CO COM 097023105 214 1119 SH SOLE 0 0 1119 BRISTOL-MYERS SQUIBB CO COM 110122108 226 3088 SH SOLE 0 0 3088 BROADCOM INC COM 11135F101 536 851 SH SOLE 0 0 851 CENTRAL GARDEN & PET CO COM 153527106 237 5382 SH SOLE 0 0 5382 CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 260 6374 SH SOLE 0 0 6374 CHEVRON CORP NEW COM 166764100 623 3827 SH SOLE 0 0 3827 CISCO SYS INC COM 17275R102 524 9409 SH SOLE 0 0 9409 COCA COLA CO COM 191216100 525 8463 SH SOLE 0 0 8463 COMCAST CORP NEW CL A 20030N101 244 5205 SH SOLE 0 0 5205 CONFORMIS INC COM 20717E101 6 10000 SH SOLE 0 0 10000 COSTCO WHSL CORP NEW COM 22160K105 842 1463 SH SOLE 0 0 1463 CROWDSTRIKE HLDGS INC CL A 22788C105 532 2342 SH SOLE 0 0 2342 CSX CORP COM 126408103 889 23751 SH SOLE 0 0 23751 CVS HEALTH CORP COM 126650100 292 2887 SH SOLE 0 0 2887 DANAHER CORPORATION COM 235851102 244 833 SH SOLE 0 0 833 DEERE & CO COM 244199105 441 1063 SH SOLE 0 0 1063 DISNEY WALT CO COM 254687106 471 3431 SH SOLE 0 0 3431 DUKE ENERGY CORP NEW COM NEW 26441C204 227 2035 SH SOLE 0 0 2035 EXXON MOBIL CORP COM 30231G102 1195 14460 SH SOLE 0 0 14460 GENERAL ELECTRIC CO COM NEW 369604301 200 2187 SH SOLE 0 0 2187 HOME DEPOT INC COM 437076102 617 2062 SH SOLE 0 0 2062 HONEYWELL INTL INC COM 438516106 204 1050 SH SOLE 0 0 1050 HOPE BANCORP INC COM 43940T109 182 11332 SH SOLE 0 0 11332 HUNTINGTON BANCSHARES INC COM 446150104 741 50666 SH SOLE 0 0 50666 INTERNATIONAL BUSINESS MACHS COM 459200101 261 2010 SH SOLE 0 0 2010 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 270 4023 SH SOLE 0 0 4023 INVESCO EXCH TRADED FD TR II S&P INTL LOW 46138E230 227 7292 SH SOLE 0 0 7292 ISHARES INC CORE MSCI EMKT 46434G103 430 7745 SH SOLE 0 0 7745 ISHARES TR MSCI USA MIN VOL 46429B697 687 8859 SH SOLE 0 0 8859 ISHARES TR NATIONAL MUN ETF 464288414 1358 12385 SH SOLE 0 0 12385 ISHARES TR RUS 2000 VAL ETF 464287630 224 1385 SH SOLE 0 0 1385 ISHARES TR RUS MID CAP ETF 464287499 250 3203 SH SOLE 0 0 3203 ISHARES TR SHRT NAT MUN ETF 464288158 1419 13570 SH SOLE 0 0 13570 ISHARES TR JPMORGAN USD EMG 464288281 247 2528 SH SOLE 0 0 2528 ISHARES TR CORE S&P SCP ETF 464287804 210 1945 SH SOLE 0 0 1945 ISHARES TR MSCI EAFE MIN VL 46429B689 386 5351 SH SOLE 0 0 5351 ISHARES TR CORE S&P500 ETF 464287200 1093 2409 SH SOLE 0 0 2409 ISHARES TR CORE MSCI EAFE 46432F842 1311 18861 SH SOLE 0 0 18861 JOHNSON & JOHNSON COM 478160104 1293 7299 SH SOLE 0 0 7299 JPMORGAN CHASE & CO COM 46625H100 1512 11094 SH SOLE 0 0 11094 LILLY ELI & CO COM 532457108 549 1917 SH SOLE 0 0 1917 MARATHON PETE CORP COM 56585A102 215 2512 SH SOLE 0 0 2512 MASTERCARD INCORPORATED CL A 57636Q104 611 1711 SH SOLE 0 0 1711 MCDONALDS CORP COM 580135101 596 2409 SH SOLE 0 0 2409 MERCK & CO INC COM 58933Y105 207 2518 SH SOLE 0 0 2518 META PLATFORMS INC CL A 30303M102 676 3040 SH SOLE 0 0 3040 MICROSOFT CORP COM 594918104 4976 16142 SH SOLE 0 0 16142 NEXTERA ENERGY INC COM 65339F101 606 7158 SH SOLE 0 0 7158 NORFOLK SOUTHN CORP COM 655844108 611 2141 SH SOLE 0 0 2141 NVIDIA CORPORATION COM 67066G104 1907 6988 SH SOLE 0 0 6988 OCCIDENTAL PETE CORP COM 674599105 377 6653 SH SOLE 0 0 6653 ORACLE CORP COM 68389X105 405 4894 SH SOLE 0 0 4894 PEPSICO INC COM 713448108 822 4912 SH SOLE 0 0 4912 PFIZER INC COM 717081103 550 10621 SH SOLE 0 0 10621 PHILIP MORRIS INTL INC COM 718172109 245 2611 SH SOLE 0 0 2611 PROCTER AND GAMBLE CO COM 742718109 3050 19962 SH SOLE 0 0 19962 PROLOGIS INC. COM 74340W103 488 3026 SH SOLE 0 0 3026 PROSHARES TR ULTRAPRO QQQ 74347X831 226 3878 SH SOLE 0 0 3878 SALESFORCE COM INC COM 79466L302 245 1152 SH SOLE 0 0 1152 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1079 20041 SH SOLE 0 0 20041 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 302 8215 SH SOLE 0 0 8215 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 679 15417 SH SOLE 0 0 15417 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1898 68325 SH SOLE 0 0 68325 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 377 11701 SH SOLE 0 0 11701 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 9177 171886 SH SOLE 0 0 171886 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4730 59960 SH SOLE 0 0 59960 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 7470 99841 SH SOLE 0 0 99841 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2952 41340 SH SOLE 0 0 41340 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4524 59641 SH SOLE 0 0 59641 SCHWAB STRATEGIC TR US REIT ETF 808524847 239 9586 SH SOLE 0 0 9586 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3020 63779 SH SOLE 0 0 63779 SHOPIFY INC CL A 82509L107 494 731 SH SOLE 0 0 731 SORRENTO THERAPEUTICS INC COM NEW 83587F202 25 10717 SH SOLE 0 0 10717 SPDR S&P 500 ETF TR TR UNIT 78462F103 639 1416 SH SOLE 0 0 1416 SPDR SER TR S&P 600 SMCP GRW 78464A201 365 4348 SH SOLE 0 0 4348 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 625 6834 SH SOLE 0 0 6834 SPDR SER TR NUVEEN BLMBRG SH 78468R739 572 12078 SH SOLE 0 0 12078 SPDR SER TR NUVEEN BLOOMBERG 78464A284 463 8403 SH SOLE 0 0 8403 SPDR SER TR S&P 600 SMCP VAL 78464A300 510 6120 SH SOLE 0 0 6120 SPDR SER TR S&P DIVID ETF 78464A763 273 2130 SH SOLE 0 0 2130 SPDR SER TR S&P 400 MDCP VAL 78464A839 446 6341 SH SOLE 0 0 6341 TESLA INC COM 88160R101 2599 2412 SH SOLE 0 0 2412 TEXAS INSTRS INC COM 882508104 244 1331 SH SOLE 0 0 1331 THE TRADE DESK INC COM CL A 88339J105 879 12703 SH SOLE 0 0 12703 THERMO FISHER SCIENTIFIC INC COM 883556102 515 871 SH SOLE 0 0 871 UNION PAC CORP COM 907818108 266 975 SH SOLE 0 0 975 UNITEDHEALTH GROUP INC COM 91324P102 989 1939 SH SOLE 0 0 1939 US BANCORP DEL COM NEW 902973304 228 4295 SH SOLE 0 0 4295 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 858 14947 SH SOLE 0 0 14947 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 262 9700 SH SOLE 0 0 9700 VANGUARD BD INDEX FDS INTERMED TERM 921937819 417 5086 SH SOLE 0 0 5086 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 475 5968 SH SOLE 0 0 5968 VANGUARD INDEX FDS TOTAL STK MKT 922908769 20980 92151 SH SOLE 0 0 92151 VANGUARD INDEX FDS GROWTH ETF 922908736 6446 22413 SH SOLE 0 0 22413 VANGUARD INDEX FDS MID CAP ETF 922908629 832 3497 SH SOLE 0 0 3497 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2936 13177 SH SOLE 0 0 13177 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2303 9280 SH SOLE 0 0 9280 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2333 15585 SH SOLE 0 0 15585 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1344 3239 SH SOLE 0 0 3239 VANGUARD INDEX FDS SMALL CP ETF 922908751 866 4077 SH SOLE 0 0 4077 VANGUARD INDEX FDS VALUE ETF 922908744 6888 46612 SH SOLE 0 0 46612 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3723 34351 SH SOLE 0 0 34351 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3635 20660 SH SOLE 0 0 20660 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3314 71856 SH SOLE 0 0 71856 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 208 1683 SH SOLE 0 0 1683 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2504 48568 SH SOLE 0 0 48568 VANGUARD STAR FDS VG TL INTL STK F 921909768 1501 25121 SH SOLE 0 0 25121 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2072 43147 SH SOLE 0 0 43147 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 737 6569 SH SOLE 0 0 6569 VANGUARD WORLD FD ESG US STK ETF 921910733 212 2616 SH SOLE 0 0 2616 VERIZON COMMUNICATIONS INC COM 92343V104 450 8840 SH SOLE 0 0 8840 VISA INC COM CL A 92826C839 828 3733 SH SOLE 0 0 3733 WALMART INC COM 931142103 645 4329 SH SOLE 0 0 4329 WELLS FARGO CO NEW COM 949746101 351 7237 SH SOLE 0 0 7237 WENDYS CO COM 95058W100 219 9981 SH SOLE 0 0 9981 WISDOMTREE TR US QTLY DIV GRT 97717X669 219 3432 SH SOLE 0 0 3432