0001852858-21-000001.txt : 20210326 0001852858-21-000001.hdr.sgml : 20210326 20210326140204 ACCESSION NUMBER: 0001852858-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210326 DATE AS OF CHANGE: 20210326 EFFECTIVENESS DATE: 20210326 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: 21776350 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 12-31-2020 12-31-2020 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 03-26-2021 0 80 108376 INFORMATION TABLE 2 infotable.xml ALTERYX INC COM CL A 02156B103 353 2893 SH SOLE 0 0 2893 AMAZON COM INC COM 023135106 611 188 SH SOLE 0 0 188 APPLE INC COM 037833100 1866 14066 SH SOLE 0 0 14066 AT&T INC COM 00206R102 223 7766 SH SOLE 0 0 7766 BK OF AMERICA CORP COM 060505104 431 14230 SH SOLE 0 0 14230 BOEING CO COM 097023105 234 1095 SH SOLE 0 0 1095 CONFORMIS INC COM 20717E101 7 10000 SH SOLE 0 0 10000 CROWDSTRIKE HLDGS INC CL A 22788C105 307 1450 SH SOLE 0 0 1450 CSX CORP COM 126408103 633 6972 SH SOLE 0 0 6972 EXXON MOBIL CORP COM 30231G102 431 10474 SH SOLE 0 0 10474 FACEBOOK INC CL A 30303M102 276 1008 SH SOLE 0 0 1008 FASTLY INC CL A 31188V100 234 2674 SH SOLE 0 0 2674 FORD MTR CO DEL COM 345370860 102 11637 SH SOLE 0 0 11637 GENERAL ELECTRIC CO COM 369604103 174 16101 SH SOLE 0 0 16101 GOGO INC COM 38046C109 112 11611 SH SOLE 0 0 11611 HUNTINGTON BANCSHARES INC COM 446150104 232 18330 SH SOLE 0 0 18330 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 462 8206 SH SOLE 0 0 8206 ISHARES INC CORE MSCI EMKT 46434G103 478 7705 SH SOLE 0 0 7705 ISHARES TR SHRT NAT MUN ETF 464288158 1806 16708 SH SOLE 0 0 16708 ISHARES TR JPMORGAN USD EMG 464288281 321 2766 SH SOLE 0 0 2766 ISHARES TR NATIONAL MUN ETF 464288414 2341 19974 SH SOLE 0 0 19974 ISHARES TR MSCI EAFE MIN VL 46429B689 544 7402 SH SOLE 0 0 7402 ISHARES TR MSCI USA MIN VOL 46429B697 716 10545 SH SOLE 0 0 10545 ISHARES TR CORE MSCI EAFE 46432F842 1008 14598 SH SOLE 0 0 14598 JOHNSON & JOHNSON COM 478160104 417 2652 SH SOLE 0 0 2652 JPMORGAN CHASE & CO COM 46625H100 1022 8042 SH SOLE 0 0 8042 MICROSOFT CORP COM 594918104 981 4411 SH SOLE 0 0 4411 NEXTERA ENERGY INC COM 65339F101 272 3529 SH SOLE 0 0 3529 NORFOLK SOUTHN CORP COM 655844108 404 1701 SH SOLE 0 0 1701 NVIDIA CORPORATION COM 67066G104 304 583 SH SOLE 0 0 583 PEPSICO INC COM 713448108 288 1937 SH SOLE 0 0 1937 PROCTER AND GAMBLE CO COM 742718109 2131 15314 SH SOLE 0 0 15314 ROKU INC COM CL A 77543R102 938 2827 SH SOLE 0 0 2827 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 7283 56717 SH SOLE 0 0 56717 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 8107 89092 SH SOLE 0 0 89092 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2595 43593 SH SOLE 0 0 43593 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1348 43960 SH SOLE 0 0 43960 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 458 15640 SH SOLE 0 0 15640 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 219 6301 SH SOLE 0 0 6301 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1000 10999 SH SOLE 0 0 10999 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4716 69171 SH SOLE 0 0 69171 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3421 38437 SH SOLE 0 0 38437 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 739 19772 SH SOLE 0 0 19772 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3863 60238 SH SOLE 0 0 60238 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 390 10823 SH SOLE 0 0 10823 SHOPIFY INC CL A 82509L107 997 880 SH SOLE 0 0 880 SOUTHWEST AIRLS CO COM 844741108 228 4890 SH SOLE 0 0 4890 SPDR S&P 500 ETF TR TR UNIT 78462F103 506 1353 SH SOLE 0 0 1353 SPDR SER TR S&P DIVID ETF 78464A763 225 2130 SH SOLE 0 0 2130 SPDR SER TR S&P 600 SMCP VAL 78464A300 445 6715 SH SOLE 0 0 6715 SPDR SER TR S&P 400 MDCP VAL 78464A839 348 6281 SH SOLE 0 0 6281 SPDR SER TR SPDR BLOOMBERG 78468R663 422 4609 SH SOLE 0 0 4609 SPDR SER TR NUVEEN BLMBRG SR 78468R739 225 4511 SH SOLE 0 0 4511 SPDR SER TR NUVEEN BBG BRCLY 78464A284 337 5711 SH SOLE 0 0 5711 TESLA INC COM 88160R101 237 336 SH SOLE 0 0 336 THE TRADE DESK INC COM CL A 88339J105 1397 1744 SH SOLE 0 0 1744 US BANCORP DEL COM NEW 902973304 319 6854 SH SOLE 0 0 6854 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 888 14431 SH SOLE 0 0 14431 VANECK VECTORS ETF TR JP MORGAN MKTS 92189H300 234 7045 SH SOLE 0 0 7045 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3031 32640 SH SOLE 0 0 32640 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 413 4684 SH SOLE 0 0 4684 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 995 2895 SH SOLE 0 0 2895 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1536 12909 SH SOLE 0 0 12909 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2726 12853 SH SOLE 0 0 12853 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1181 13898 SH SOLE 0 0 13898 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2373 8867 SH SOLE 0 0 8867 VANGUARD INDEX FDS SMALL CP ETF 922908751 736 3784 SH SOLE 0 0 3784 VANGUARD INDEX FDS VALUE ETF 922908744 3961 33303 SH SOLE 0 0 33303 VANGUARD INDEX FDS GROWTH ETF 922908736 3890 15357 SH SOLE 0 0 15357 VANGUARD INDEX FDS TOTAL STK MKT 922908769 16793 86279 SH SOLE 0 0 86279 VANGUARD INDEX FDS MID CAP ETF 922908629 701 3392 SH SOLE 0 0 3392 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2764 19433 SH SOLE 0 0 19433 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1575 31433 SH SOLE 0 0 31433 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 238 1956 SH SOLE 0 0 1956 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 560 10148 SH SOLE 0 0 10148 VANGUARD STAR FDS VG TL INTL STK F 921909768 1110 18453 SH SOLE 0 0 18453 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1493 31615 SH SOLE 0 0 31615 VERIZON COMMUNICATIONS INC COM 92343V104 219 3717 SH SOLE 0 0 3717 WALMART INC COM 931142103 251 1737 SH SOLE 0 0 1737 WENDYS CO COM 95058W100 224 10200 SH SOLE 0 0 10200