0001852858-23-000002.txt : 20230209 0001852858-23-000002.hdr.sgml : 20230209 20230209154502 ACCESSION NUMBER: 0001852858-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230209 DATE AS OF CHANGE: 20230209 EFFECTIVENESS DATE: 20230209 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: 23605953 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 X0202 13F-HR LIVE false false false 0001852858 XXXXXXXX 12-31-2022 12-31-2022 false Everhart Financial Group, Inc.

535 Metro Place South, Suite 100 Dublin OH 43017

13F HOLDINGS REPORT 028-21127 000107091 801-50786 N Steven Reinsel 614-717-9705 /s/ Steven Reinsel Dublin OH 02-09-2023 0 180 199105779 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 598663 5453 SH SOLE 0 0 2400 ABBVIE INC COM 00287Y109 1057872 6546 SH SOLE 0 0 3618 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 628141 2354 SH SOLE 0 0 1013 ADOBE SYSTEMS INCORPORATED COM 00724F101 527679 1568 SH SOLE 0 0 1568 ADVANCED MICRO DEVICES INC COM 007903107 209855 3240 SH SOLE 0 0 3240 AGILENT TECHNOLOGIES INC COM 00846U101 311871 2084 SH SOLE 0 0 2084 AGILON HEALTH INC COM 00857U107 345800 21425 SH SOLE 0 0 21425 AIR PRODS & CHEMS INC COM 009158106 297163 964 SH SOLE 0 0 964 ALPHABET INC CAP STK CL A 02079K305 866507 9821 SH SOLE 0 0 4844 ALPHABET INC CAP STK CL C 02079K107 715253 8061 SH SOLE 0 0 4224 AMAZON COM INC COM 023135106 1143240 13610 SH SOLE 0 0 5618 AMERICAN EXPRESS CO COM 025816109 235514 1594 SH SOLE 0 0 1594 AMERICAN WTR WKS CO INC NEW COM 030420103 365046 2395 SH SOLE 0 0 2395 AMERISOURCEBERGEN CORP COM 03073E105 202332 1221 SH SOLE 0 0 1221 AMGEN INC COM 031162100 527906 2010 SH SOLE 0 0 763 APPLE INC COM 037833100 4867125 37460 SH SOLE 0 0 15307 AUTOMATIC DATA PROCESSING IN COM 053015103 291170 1219 SH SOLE 0 0 1219 AUTOZONE INC COM 053332102 397055 161 SH SOLE 0 0 161 BANK AMERICA CORP COM 060505104 833988 25181 SH SOLE 0 0 17726 BATH & BODY WORKS INC COM 070830104 261521 6206 SH SOLE 0 0 6206 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1618945 5241 SH SOLE 0 0 2601 BLACKROCK INC COM 09247X101 277783 392 SH SOLE 0 0 392 BLOCK INC CL A 852234103 201465 3206 SH SOLE 0 0 3206 BOEING CO COM 097023105 302879 1590 SH SOLE 0 0 1590 BOOKING HOLDINGS INC COM 09857L108 231757 115 SH SOLE 0 0 115 BRISTOL-MYERS SQUIBB CO COM 110122108 336150 4672 SH SOLE 0 0 4672 BROADCOM INC COM 11135F101 552980 989 SH SOLE 0 0 477 CADENCE DESIGN SYSTEM INC COM 127387108 283048 1762 SH SOLE 0 0 1762 CAMPBELL SOUP CO COM 134429109 200611 3535 SH SOLE 0 0 3535 CATERPILLAR INC COM 149123101 247465 1033 SH SOLE 0 0 1033 CHEVRON CORP NEW COM 166764100 1053367 5869 SH SOLE 0 0 3755 CIGNA CORP NEW COM 125523100 291248 879 SH SOLE 0 0 879 CINTAS CORP COM 172908105 296714 657 SH SOLE 0 0 657 CISCO SYS INC COM 17275R102 667014 14001 SH SOLE 0 0 5633 CLOROX CO DEL COM 189054109 250910 1788 SH SOLE 0 0 1788 COCA COLA CO COM 191216100 581781 9146 SH SOLE 0 0 5453 COMCAST CORP NEW CL A 20030N101 213667 6110 SH SOLE 0 0 6110 COSTAR GROUP INC COM 22160N109 380913 4929 SH SOLE 0 0 4929 COSTCO WHSL CORP NEW COM 22160K105 721727 1581 SH SOLE 0 0 532 CSX CORP COM 126408103 801608 25875 SH SOLE 0 0 25875 DANAHER CORPORATION COM 235851102 576758 2173 SH SOLE 0 0 1236 DARLING INGREDIENTS INC COM 237266101 500094 7990 SH SOLE 0 0 294 DEERE & CO COM 244199105 546241 1274 SH SOLE 0 0 522 DOLLAR GEN CORP NEW COM 256677105 243049 987 SH SOLE 0 0 987 DUPONT DE NEMOURS INC COM 26614N102 203076 2959 SH SOLE 0 0 2959 ELEVANCE HEALTH INC COM 036752103 769619 1500 SH SOLE 0 0 518 ENPHASE ENERGY INC COM 29355A107 222301 839 SH SOLE 0 0 839 EXXON MOBIL CORP COM 30231G102 2040554 18500 SH SOLE 0 0 6256 FIRST BUSEY CORP COM NEW 319383204 245494 9931 SH SOLE 0 0 9931 FORD MTR CO DEL COM 345370860 143619 12349 SH SOLE 0 0 12349 GENERAL ELECTRIC CO COM NEW 369604301 224306 2677 SH SOLE 0 0 2677 GOLDMAN SACHS GROUP INC COM 38141G104 247234 720 SH SOLE 0 0 720 HOME DEPOT INC COM 437076102 874258 2768 SH SOLE 0 0 903 HONEYWELL INTL INC COM 438516106 495505 2312 SH SOLE 0 0 1073 HOSTESS BRANDS INC CL A 44109J106 225387 10044 SH SOLE 0 0 10044 HUBBELL INC COM 443510607 322216 1373 SH SOLE 0 0 1373 HUNTINGTON BANCSHARES INC COM 446150104 765177 54268 SH SOLE 0 0 24753 IDEXX LABS INC COM 45168D104 284756 698 SH SOLE 0 0 698 INTERNATIONAL BUSINESS MACHS COM 459200101 463435 3289 SH SOLE 0 0 1420 INTUIT COM 461202103 326556 839 SH SOLE 0 0 839 INTUITIVE SURGICAL INC COM NEW 46120E602 315501 1189 SH SOLE 0 0 1189 INVESCO EXCH TRADED FD TR II S&P INTL LOW 46138E230 219542 8198 SH SOLE 0 0 8198 ISHARES INC CORE MSCI EMKT 46434G103 346701 7424 SH SOLE 0 0 7424 ISHARES TR CORE MSCI EAFE 46432F842 1251908 20310 SH SOLE 0 0 20310 ISHARES TR CORE S&P500 ETF 464287200 966979 2517 SH SOLE 0 0 662 ISHARES TR MSCI EAFE MIN VL 46429B689 254912 4009 SH SOLE 0 0 4009 ISHARES TR MSCI USA MIN VOL 46429B697 599295 8312 SH SOLE 0 0 8312 ISHARES TR NATIONAL MUN ETF 464288414 1757014 16651 SH SOLE 0 0 16651 ISHARES TR RUS 2000 GRW ETF 464287648 212589 991 SH SOLE 0 0 991 ISHARES TR RUS 2000 VAL ETF 464287630 214522 1547 SH SOLE 0 0 1547 ISHARES TR RUSSELL 3000 ETF 464287689 3257899 14763 SH SOLE 0 0 14763 ISHARES TR RUS MID CAP ETF 464287499 216042 3203 SH SOLE 0 0 14 ISHARES TR SHRT NAT MUN ETF 464288158 1561026 14971 SH SOLE 0 0 14971 ISHARES TR RUS 1000 ETF 464287622 639139 3036 SH SOLE 0 0 3036 ITT INC COM 45073V108 243868 3007 SH SOLE 0 0 3007 JOHNSON & JOHNSON COM 478160104 1610725 9118 SH SOLE 0 0 3857 JPMORGAN CHASE & CO COM 46625H100 2164418 16140 SH SOLE 0 0 11135 KEYSIGHT TECHNOLOGIES INC COM 49338L103 272172 1591 SH SOLE 0 0 1591 LENNAR CORP CL A 526057104 233581 2581 SH SOLE 0 0 2581 LILLY ELI & CO COM 532457108 1096788 2998 SH SOLE 0 0 1868 LINCOLN ELEC HLDGS INC COM 533900106 319756 2213 SH SOLE 0 0 2213 LOCKHEED MARTIN CORP COM 539830109 401354 825 SH SOLE 0 0 825 LOWES COS INC COM 548661107 278538 1398 SH SOLE 0 0 1398 MARATHON PETE CORP COM 56585A102 613143 5268 SH SOLE 0 0 1800 MASTERCARD INCORPORATED CL A 57636Q104 629739 1811 SH SOLE 0 0 1098 MCDONALDS CORP COM 580135101 739676 2809 SH SOLE 0 0 1280 MCKESSON CORP COM 58155Q103 323353 862 SH SOLE 0 0 862 MERCK & CO INC COM 58933Y105 898883 8102 SH SOLE 0 0 4930 META PLATFORMS INC CL A 30303M102 596646 4958 SH SOLE 0 0 2494 MICROSOFT CORP COM 594918104 5076057 21166 SH SOLE 0 0 10937 MORGAN STANLEY COM NEW 617446448 340080 4000 SH SOLE 0 0 4000 NASDAQ INC COM 631103108 302640 4933 SH SOLE 0 0 4933 NETFLIX INC COM 64110L106 387177 1313 SH SOLE 0 0 1313 NEXTERA ENERGY INC COM 65339F101 902713 10798 SH SOLE 0 0 3542 NIKE INC CL B 654106103 295333 2524 SH SOLE 0 0 2524 NOKIA CORP SPONSORED ADR 654902204 93422 20134 SH SOLE 0 0 20134 NORFOLK SOUTHN CORP COM 655844108 624182 2533 SH SOLE 0 0 2533 NVENT ELECTRIC PLC SHS G6700G107 227935 5925 SH SOLE 0 0 5925 NVIDIA CORPORATION COM 67066G104 1480802 10933 SH SOLE 0 0 6335 OCCIDENTAL PETE CORP COM 674599105 650206 10322 SH SOLE 0 0 3325 ORACLE CORP COM 68389X105 375350 4592 SH SOLE 0 0 4592 PEPSICO INC COM 713448108 1252102 6931 SH SOLE 0 0 3244 PFIZER INC COM 717081103 684065 13500 SH SOLE 0 0 5687 PHILIP MORRIS INTL INC COM 718172109 300088 2965 SH SOLE 0 0 2965 PHILLIPS 66 COM 718546104 203789 1958 SH SOLE 0 0 1958 PROCTER AND GAMBLE CO COM 742718109 2882721 19020 SH SOLE 0 0 4839 PROLOGIS INC. COM 74340W103 528105 4685 SH SOLE 0 0 2393 QUANTA SVCS INC COM 74762E102 297255 2086 SH SOLE 0 0 2086 RAYTHEON TECHNOLOGIES CORP COM 75513E101 250383 2481 SH SOLE 0 0 2481 REGENERON PHARMACEUTICALS COM 75886F107 202017 280 SH SOLE 0 0 280 ROYAL CARIBBEAN GROUP COM V7780T103 201922 4085 SH SOLE 0 0 4085 S&P GLOBAL INC COM 78409V104 234458 700 SH SOLE 0 0 700 SCHLUMBERGER LTD COM STK 806857108 239822 4486 SH SOLE 0 0 4486 SCHWAB CHARLES CORP COM 808513105 281835 3385 SH SOLE 0 0 3385 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 926197 20514 SH SOLE 0 0 15823 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4027319 53417 SH SOLE 0 0 7228 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 569350 15417 SH SOLE 0 0 15417 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 811879 34300 SH SOLE 0 0 10772 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 325846 11209 SH SOLE 0 0 11209 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 362339 11460 SH SOLE 0 0 5139 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 7975183 178278 SH SOLE 0 0 128766 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 6210217 111867 SH SOLE 0 0 65066 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2923570 44283 SH SOLE 0 0 19156 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3823482 58276 SH SOLE 0 0 35174 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2559319 63177 SH SOLE 0 0 47492 SCHWAB STRATEGIC TR US REIT ETF 808524847 330026 17109 SH SOLE 0 0 13655 SERVICENOW INC COM 81762P102 243834 628 SH SOLE 0 0 628 SORRENTO THERAPEUTICS INC COM NEW 83587F202 9495 10717 SH SOLE 0 0 10717 SPDR S&P 500 ETF TR TR UNIT 78462F103 615386 1609 SH SOLE 0 0 1012 SPDR SER TR PORTFOLIO SH TSR 78468R101 8518159 294848 SH SOLE 0 0 294848 SPDR SER TR S&P 400 MDCP VAL 78464A839 504520 7795 SH SOLE 0 0 1135 SPDR SER TR S&P 600 SMCP GRW 78464A201 328774 4551 SH SOLE 0 0 1602 SPDR SER TR S&P 600 SMCP VAL 78464A300 616259 8303 SH SOLE 0 0 1574 SPDR SER TR S&P DIVID ETF 78464A763 234707 2576 SH SOLE 0 0 696 SPDR SER TR NUVEEN BLOOMBERG 78464A284 674758 13779 SH SOLE 0 0 13779 SPDR SER TR PRTFLO S&P500 VL 78464A508 262430 6748 SH SOLE 0 0 6748 SPDR SER TR BLOOMBERG EMERGI 78464A391 211891 10306 SH SOLE 0 0 10306 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 388199 4244 SH SOLE 0 0 4244 STAG INDL INC COM 85254J102 257123 7958 SH SOLE 0 0 7958 STARBUCKS CORP COM 855244109 365949 3689 SH SOLE 0 0 3689 STRYKER CORPORATION COM 863667101 270650 1107 SH SOLE 0 0 1107 SYNOPSYS INC COM 871607107 424975 1331 SH SOLE 0 0 1331 TESLA INC COM 88160R101 1168239 9485 SH SOLE 0 0 2596 TEXAS INSTRS INC COM 882508104 356545 2158 SH SOLE 0 0 2158 THE TRADE DESK INC COM CL A 88339J105 731087 19308 SH SOLE 0 0 15904 THERMO FISHER SCIENTIFIC INC COM 883556102 581153 1055 SH SOLE 0 0 471 TJX COS INC NEW COM 872540109 276530 3474 SH SOLE 0 0 3474 UNION PAC CORP COM 907818108 216802 1047 SH SOLE 0 0 1047 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 210033 6214 SH SOLE 0 0 6214 UNITED PARCEL SERVICE INC CL B 911312106 213997 1231 SH SOLE 0 0 1231 UNITEDHEALTH GROUP INC COM 91324P102 1467538 2768 SH SOLE 0 0 1079 US BANCORP DEL COM NEW 902973304 275179 6310 SH SOLE 0 0 6310 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 412387 8158 SH SOLE 0 0 8158 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 5838343 77555 SH SOLE 0 0 44805 VANGUARD BD INDEX FDS INTERMED TERM 921937819 461444 6209 SH SOLE 0 0 6172 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 398712 5550 SH SOLE 0 0 5550 VANGUARD INDEX FDS GROWTH ETF 922908736 4597315 21573 SH SOLE 0 0 7823 VANGUARD INDEX FDS TOTAL STK MKT 922908769 21181349 112390 SH SOLE 0 0 60312 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2141778 15837 SH SOLE 0 0 432 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1197969 3410 SH SOLE 0 0 2470 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2317548 12892 SH SOLE 0 0 11917 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2993882 36325 SH SOLE 0 0 35913 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1852891 9240 SH SOLE 0 0 7283 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3003553 18914 SH SOLE 0 0 15981 VANGUARD INDEX FDS MID CAP ETF 922908629 717055 3518 SH SOLE 0 0 2805 VANGUARD INDEX FDS VALUE ETF 922908744 6784896 48336 SH SOLE 0 0 36584 VANGUARD INDEX FDS SMALL CP ETF 922908751 771171 4238 SH SOLE 0 0 3826 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 273810 2686 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3662759 94018 SH SOLE 0 0 12184 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1503011 30370 SH SOLE 0 0 30370 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 7670690 132665 SH SOLE 0 0 132665 VANGUARD STAR FDS VG TL INTL STK F 921909768 1886725 36583 SH SOLE 0 0 6581 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1097474 26149 SH SOLE 0 0 26149 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 496075 5583 SH SOLE 0 0 3606 VERIZON COMMUNICATIONS INC COM 92343V104 448638 11387 SH SOLE 0 0 7201 VERTEX PHARMACEUTICALS INC COM 92532F100 232468 805 SH SOLE 0 0 805 VISA INC COM CL A 92826C839 879507 4233 SH SOLE 0 0 1735 WALMART INC COM 931142103 886043 6249 SH SOLE 0 0 2993 WENDYS CO COM 95058W100 231935 10249 SH SOLE 0 0 10249 WISDOMTREE TR US QTLY DIV GRT 97717X669 431876 7155 SH SOLE 0 0 3723