0001852858-22-000005.txt : 20221012 0001852858-22-000005.hdr.sgml : 20221012 20221012115448 ACCESSION NUMBER: 0001852858-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221012 DATE AS OF CHANGE: 20221012 EFFECTIVENESS DATE: 20221012 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: 221306002 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 09-30-2022 09-30-2022 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 10-12-2022 0 202 180669 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 398 4108 SH SOLE 0 0 4108 ABBVIE INC COM 00287Y109 806 6011 SH SOLE 0 0 6011 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 631 2451 SH SOLE 0 0 2451 ADVANCED MICRO DEVICES INC COM 007903107 206 3265 SH SOLE 0 0 3265 AGILENT TECHNOLOGIES INC COM 00846U101 272 2240 SH SOLE 0 0 2240 AGILON HEALTH INC COM 00857U107 517 22100 SH SOLE 0 0 22100 AIR PRODS & CHEMS INC COM 009158106 245 1051 SH SOLE 0 0 1051 ALBEMARLE CORP COM 012653101 218 826 SH SOLE 0 0 826 ALPHABET INC CAP STK CL A 02079K305 1072 11204 SH SOLE 0 0 11204 ALPHABET INC CAP STK CL C 02079K107 1004 10438 SH SOLE 0 0 10438 AMAZON COM INC COM 023135106 2750 24338 SH SOLE 0 0 24338 AMERICAN ELEC PWR CO INC COM 025537101 220 2553 SH SOLE 0 0 2553 AMERICAN EXPRESS CO COM 025816109 314 2330 SH SOLE 0 0 2330 AMERICAN INTL GROUP INC COM NEW 026874784 200 4226 SH SOLE 0 0 4226 AMERICAN TOWER CORP NEW COM 03027X100 330 1536 SH SOLE 0 0 1536 AMERISOURCEBERGEN CORP COM 03073E105 223 1651 SH SOLE 0 0 1651 AMGEN INC COM 031162100 403 1789 SH SOLE 0 0 1789 ANALOG DEVICES INC COM 032654105 271 1947 SH SOLE 0 0 1947 AON PLC SHS CL A G0403H108 235 877 SH SOLE 0 0 877 APPLE INC COM 037833100 6798 49191 SH SOLE 0 0 49191 APPLIED MATLS INC COM 038222105 288 3514 SH SOLE 0 0 3514 AT&T INC COM 00206R102 161 10508 SH SOLE 0 0 10508 AUTOMATIC DATA PROCESSING IN COM 053015103 399 1764 SH SOLE 0 0 1764 AUTOZONE INC COM 053332102 418 195 SH SOLE 0 0 195 AVALONBAY CMNTYS INC COM 053484101 244 1323 SH SOLE 0 0 1323 BATH & BODY WORKS INC COM 070830104 207 6362 SH SOLE 0 0 6362 BECTON DICKINSON & CO COM 075887109 243 1090 SH SOLE 0 0 1090 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1120 4197 SH SOLE 0 0 4197 BK OF AMERICA CORP COM 060505104 870 28794 SH SOLE 0 0 28794 BLACKROCK INC COM 09247X101 381 692 SH SOLE 0 0 692 BOEING CO COM 097023105 315 2601 SH SOLE 0 0 2601 BOSTON SCIENTIFIC CORP COM 101137107 238 6130 SH SOLE 0 0 6130 BRISTOL-MYERS SQUIBB CO COM 110122108 448 6311 SH SOLE 0 0 6311 BROADCOM INC COM 11135F101 388 874 SH SOLE 0 0 874 CADENCE DESIGN SYSTEM INC COM 127387108 467 2861 SH SOLE 0 0 2861 CARNIVAL CORP COMMON STOCK 143658300 108 15319 SH SOLE 0 0 15319 CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 218 6374 SH SOLE 0 0 6374 CF INDS HLDGS INC COM 125269100 211 2192 SH SOLE 0 0 2192 CHENIERE ENERGY INC COM NEW 16411R208 222 1337 SH SOLE 0 0 1337 CHEVRON CORP NEW COM 166764100 742 5161 SH SOLE 0 0 5161 CHIPOTLE MEXICAN GRILL INC COM 169656105 278 185 SH SOLE 0 0 185 CHUBB LIMITED COM H1467J104 209 1149 SH SOLE 0 0 1149 CIGNA CORP NEW COM 125523100 354 1274 SH SOLE 0 0 1274 CINTAS CORP COM 172908105 269 692 SH SOLE 0 0 692 CISCO SYS INC COM 17275R102 562 14048 SH SOLE 0 0 14048 CLOROX CO DEL COM 189054109 216 1677 SH SOLE 0 0 1677 COCA COLA CO COM 191216100 603 10773 SH SOLE 0 0 10773 CONFORMIS INC COM 20717E101 2 10000 SH SOLE 0 0 10000 COPART INC COM 217204106 209 1964 SH SOLE 0 0 1964 COSTAR GROUP INC COM 22160N109 281 4036 SH SOLE 0 0 4036 COSTCO WHSL CORP NEW COM 22160K105 919 1945 SH SOLE 0 0 1945 CROWDSTRIKE HLDGS INC CL A 22788C105 326 1983 SH SOLE 0 0 1983 CROWN CASTLE INC COM 22822V101 215 1484 SH SOLE 0 0 1484 CSX CORP COM 126408103 743 27873 SH SOLE 0 0 27873 CVS HEALTH CORP COM 126650100 446 4683 SH SOLE 0 0 4683 DANAHER CORPORATION COM 235851102 614 2377 SH SOLE 0 0 2377 DEERE & CO COM 244199105 379 1135 SH SOLE 0 0 1135 DISNEY WALT CO COM 254687106 465 4929 SH SOLE 0 0 4929 DOLLAR GEN CORP NEW COM 256677105 321 1338 SH SOLE 0 0 1338 DUKE ENERGY CORP NEW COM NEW 26441C204 317 3405 SH SOLE 0 0 3405 ELEVANCE HEALTH INC COM 036752103 608 1339 SH SOLE 0 0 1339 ENPHASE ENERGY INC COM 29355A107 307 1105 SH SOLE 0 0 1105 EXXON MOBIL CORP COM 30231G102 1499 17163 SH SOLE 0 0 17163 FISERV INC COM 337738108 202 2153 SH SOLE 0 0 2153 FORD MTR CO DEL COM 345370860 198 17669 SH SOLE 0 0 17669 GENERAL ELECTRIC CO COM NEW 369604301 232 3761 SH SOLE 0 0 3761 GENERAL MTRS CO COM 37045V100 241 7516 SH SOLE 0 0 7516 GOLDMAN SACHS GROUP INC COM 38141G104 290 990 SH SOLE 0 0 990 HOME DEPOT INC COM 437076102 413 1498 SH SOLE 0 0 1498 HONEYWELL INTL INC COM 438516106 349 2089 SH SOLE 0 0 2089 HOPE BANCORP INC COM 43940T109 212 16761 SH SOLE 0 0 16761 HOSTESS BRANDS INC CL A 44109J106 272 11688 SH SOLE 0 0 11688 HUBBELL INC COM 443510607 308 1381 SH SOLE 0 0 1381 HUMANA INC COM 444859102 274 564 SH SOLE 0 0 564 HUNTINGTON BANCSHARES INC COM 446150104 662 50254 SH SOLE 0 0 50254 IDACORP INC COM 451107106 262 2654 SH SOLE 0 0 2654 INTEL CORP COM 458140100 249 9642 SH SOLE 0 0 9642 INTERNATIONAL BUSINESS MACHS COM 459200101 383 3224 SH SOLE 0 0 3224 INTUIT COM 461202103 590 1525 SH SOLE 0 0 1525 INTUITIVE SURGICAL INC COM NEW 46120E602 269 1436 SH SOLE 0 0 1436 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 228 3944 SH SOLE 0 0 3944 INVESCO QQQ TR UNIT SER 1 46090E103 203 760 SH SOLE 0 0 760 ISHARES INC CORE MSCI EMKT 46434G103 313 7271 SH SOLE 0 0 7271 ISHARES TR CORE S&P500 ETF 464287200 935 2608 SH SOLE 0 0 2608 ISHARES TR JPMORGAN USD EMG 464288281 267 3364 SH SOLE 0 0 3364 ISHARES TR CORE MSCI EAFE 46432F842 833 15816 SH SOLE 0 0 15816 ISHARES TR MSCI USA MIN VOL 46429B697 512 7745 SH SOLE 0 0 7745 ISHARES TR NATIONAL MUN ETF 464288414 2532 24680 SH SOLE 0 0 24680 ISHARES TR RUS MID CAP ETF 464287499 200 3223 SH SOLE 0 0 3223 ISHARES TR SHRT NAT MUN ETF 464288158 805 7840 SH SOLE 0 0 7840 ISHARES TR MSCI EAFE MIN VL 46429B689 228 3997 SH SOLE 0 0 3997 ISHARES TR RUSSELL 2000 ETF 464287655 201 1220 SH SOLE 0 0 1220 ITT INC COM 45073V108 200 3061 SH SOLE 0 0 3061 JOHNSON & JOHNSON COM 478160104 1385 8478 SH SOLE 0 0 8478 JPMORGAN CHASE & CO COM 46625H100 1514 14486 SH SOLE 0 0 14486 KEYSIGHT TECHNOLOGIES INC COM 49338L103 299 1901 SH SOLE 0 0 1901 KROGER CO COM 501044101 255 5821 SH SOLE 0 0 5821 LILLY ELI & CO COM 532457108 886 2739 SH SOLE 0 0 2739 LINCOLN ELEC HLDGS INC COM 533900106 204 1622 SH SOLE 0 0 1622 LOCKHEED MARTIN CORP COM 539830109 382 989 SH SOLE 0 0 989 LOWES COS INC COM 548661107 352 1873 SH SOLE 0 0 1873 LTC PPTYS INC COM 502175102 258 6892 SH SOLE 0 0 6892 MARATHON PETE CORP COM 56585A102 505 5082 SH SOLE 0 0 5082 MASTERCARD INCORPORATED CL A 57636Q104 302 1062 SH SOLE 0 0 1062 MCDONALDS CORP COM 580135101 678 2940 SH SOLE 0 0 2940 MCKESSON CORP COM 58155Q103 347 1021 SH SOLE 0 0 1021 MERCK & CO INC COM 58933Y105 594 6902 SH SOLE 0 0 6902 META PLATFORMS INC CL A 30303M102 564 4158 SH SOLE 0 0 4158 MICROSOFT CORP COM 594918104 3882 16665 SH SOLE 0 0 16665 MONDELEZ INTL INC CL A 609207105 210 3819 SH SOLE 0 0 3819 MORGAN STANLEY COM NEW 617446448 309 3914 SH SOLE 0 0 3914 NASDAQ INC COM 631103108 274 4829 SH SOLE 0 0 4829 NETFLIX INC COM 64110L106 331 1408 SH SOLE 0 0 1408 NEXTERA ENERGY INC COM 65339F101 748 9547 SH SOLE 0 0 9547 NOKIA CORP SPONSORED ADR 654902204 88 20565 SH SOLE 0 0 20565 NORFOLK SOUTHN CORP COM 655844108 555 2648 SH SOLE 0 0 2648 NVIDIA CORPORATION COM 67066G104 471 3877 SH SOLE 0 0 3877 OCCIDENTAL PETE CORP COM 674599105 634 10321 SH SOLE 0 0 10321 ONDAS HLDGS INC COM NEW 68236H204 67 18104 SH SOLE 0 0 18104 ORACLE CORP COM 68389X105 313 5111 SH SOLE 0 0 5111 PALANTIR TECHNOLOGIES INC CL A 69608A108 104 12712 SH SOLE 0 0 12712 PALO ALTO NETWORKS INC COM 697435105 306 1869 SH SOLE 0 0 1869 PAYPAL HLDGS INC COM 70450Y103 355 4127 SH SOLE 0 0 4127 PEPSICO INC COM 713448108 1033 6328 SH SOLE 0 0 6328 PFIZER INC COM 717081103 408 9321 SH SOLE 0 0 9321 PHILIP MORRIS INTL INC COM 718172109 356 4297 SH SOLE 0 0 4297 PROCTER AND GAMBLE CO COM 742718109 2462 19502 SH SOLE 0 0 19502 PROLOGIS INC. COM 74340W103 318 3130 SH SOLE 0 0 3130 PRUDENTIAL FINL INC COM 744320102 213 2488 SH SOLE 0 0 2488 QUALCOMM INC COM 747525103 222 1966 SH SOLE 0 0 1966 QUANTA SVCS INC COM 74762E102 278 2182 SH SOLE 0 0 2182 REGENERON PHARMACEUTICALS COM 75886F107 264 384 SH SOLE 0 0 384 S&P GLOBAL INC COM 78409V104 329 1078 SH SOLE 0 0 1078 SALESFORCE INC COM 79466L302 223 1550 SH SOLE 0 0 1550 SCHWAB CHARLES CORP COM 808513105 357 4960 SH SOLE 0 0 4960 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 652 18839 SH SOLE 0 0 18839 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1254 55955 SH SOLE 0 0 55955 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 380 15119 SH SOLE 0 0 15119 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 439 15624 SH SOLE 0 0 15624 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 7376 175663 SH SOLE 0 0 175663 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 875 20660 SH SOLE 0 0 20660 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 5959 106758 SH SOLE 0 0 106758 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2295 39222 SH SOLE 0 0 39222 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3474 57394 SH SOLE 0 0 57394 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2414 63867 SH SOLE 0 0 63867 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3605 54263 SH SOLE 0 0 54263 SCHWAB STRATEGIC TR US REIT ETF 808524847 242 12946 SH SOLE 0 0 12946 SERVICENOW INC COM 81762P102 205 544 SH SOLE 0 0 544 SHOPIFY INC CL A 82509L107 207 7660 SH SOLE 0 0 7660 SORRENTO THERAPEUTICS INC COM NEW 83587F202 19 11717 SH SOLE 0 0 11717 SPDR S&P 500 ETF TR TR UNIT 78462F103 560 1570 SH SOLE 0 0 1570 SPDR SER TR S&P 400 MDCP VAL 78464A839 384 6633 SH SOLE 0 0 6633 SPDR SER TR S&P DIVID ETF 78464A763 246 2201 SH SOLE 0 0 2201 SPDR SER TR S&P 600 SMCP VAL 78464A300 455 6776 SH SOLE 0 0 6776 SPDR SER TR NUVEEN BLOOMBERG 78464A284 460 9592 SH SOLE 0 0 9592 SPDR SER TR NUVEEN BLMBRG SH 78468R739 762 16526 SH SOLE 0 0 16526 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 416 4538 SH SOLE 0 0 4538 STARBUCKS CORP COM 855244109 358 4253 SH SOLE 0 0 4253 STRYKER CORPORATION COM 863667101 375 1852 SH SOLE 0 0 1852 SYNOPSYS INC COM 871607107 589 1927 SH SOLE 0 0 1927 TARGET CORP COM 87612E106 251 1694 SH SOLE 0 0 1694 TESLA INC COM 88160R101 2420 9124 SH SOLE 0 0 9124 TEXAS INSTRS INC COM 882508104 515 3328 SH SOLE 0 0 3328 THE TRADE DESK INC COM CL A 88339J105 426 7118 SH SOLE 0 0 7118 THERMO FISHER SCIENTIFIC INC COM 883556102 640 1261 SH SOLE 0 0 1261 TJX COS INC NEW COM 872540109 309 4977 SH SOLE 0 0 4977 TWITTER INC COM 90184L102 238 5436 SH SOLE 0 0 5436 UNION PAC CORP COM 907818108 257 1319 SH SOLE 0 0 1319 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 218 6578 SH SOLE 0 0 6578 UNITED PARCEL SERVICE INC CL B 911312106 229 1418 SH SOLE 0 0 1418 UNITEDHEALTH GROUP INC COM 91324P102 1279 2532 SH SOLE 0 0 2532 US BANCORP DEL COM NEW 902973304 299 7397 SH SOLE 0 0 7397 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 598 11972 SH SOLE 0 0 11972 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 212 9279 SH SOLE 0 0 9279 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 323 4309 SH SOLE 0 0 4309 VANGUARD BD INDEX FDS INTERMED TERM 921937819 386 5243 SH SOLE 0 0 5243 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 363 5091 SH SOLE 0 0 5091 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4174 29105 SH SOLE 0 0 29105 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3105 15912 SH SOLE 0 0 15912 VANGUARD INDEX FDS SMALL CP ETF 922908751 737 4315 SH SOLE 0 0 4315 VANGUARD INDEX FDS GROWTH ETF 922908736 3811 17810 SH SOLE 0 0 17810 VANGUARD INDEX FDS VALUE ETF 922908744 7031 56939 SH SOLE 0 0 56939 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1141 3477 SH SOLE 0 0 3477 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1960 16090 SH SOLE 0 0 16090 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2189 12836 SH SOLE 0 0 12836 VANGUARD INDEX FDS TOTAL STK MKT 922908769 16169 90093 SH SOLE 0 0 90093 VANGUARD INDEX FDS MID CAP ETF 922908629 671 3568 SH SOLE 0 0 3568 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2907 36255 SH SOLE 0 0 36255 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2945 80732 SH SOLE 0 0 80732 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 212 2288 SH SOLE 0 0 2288 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 717 14898 SH SOLE 0 0 14898 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 12727 220231 SH SOLE 0 0 220231 VANGUARD STAR FDS VG TL INTL STK F 921909768 1168 25502 SH SOLE 0 0 25502 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1518 41768 SH SOLE 0 0 41768 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 532 5600 SH SOLE 0 0 5600 VERIZON COMMUNICATIONS INC COM 92343V104 288 7591 SH SOLE 0 0 7591 VERTEX PHARMACEUTICALS INC COM 92532F100 331 1143 SH SOLE 0 0 1143 VISA INC COM CL A 92826C839 408 2298 SH SOLE 0 0 2298 WALMART INC COM 931142103 664 5119 SH SOLE 0 0 5119 WELLS FARGO CO NEW COM 949746101 417 10351 SH SOLE 0 0 10351 WENDYS CO COM 95058W100 195 10408 SH SOLE 0 0 10408 ZOETIS INC CL A 98978V103 247 1668 SH SOLE 0 0 1668