0001852858-21-000005.txt : 20211013 0001852858-21-000005.hdr.sgml : 20211013 20211013114653 ACCESSION NUMBER: 0001852858-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211013 DATE AS OF CHANGE: 20211013 EFFECTIVENESS DATE: 20211013 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: 211320584 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 09-30-2021 09-30-2021 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 10-13-2021 0 101 145977 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 291 2464 SH SOLE 2464 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 322 559 SH SOLE 559 0 0 ALPHABET INC CAP STK CL C 02079K107 882 331 SH SOLE 331 0 0 ALPHABET INC CAP STK CL A 02079K305 1006 376 SH SOLE 376 0 0 AMAZON COM INC COM 023135106 1958 596 SH SOLE 596 0 0 APPLE INC COM 037833100 4039 28544 SH SOLE 28544 0 0 AT&T INC COM 00206R102 352 13009 SH SOLE 13009 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 671 2458 SH SOLE 2458 0 0 BK OF AMERICA CORP COM 060505104 715 16838 SH SOLE 16838 0 0 CISCO SYS INC COM 17275R102 305 5601 SH SOLE 5601 0 0 COMCAST CORP NEW CL A 20030N101 364 6508 SH SOLE 6508 0 0 CONFORMIS INC COM 20717E101 13 10000 SH SOLE 10000 0 0 COSTCO WHSL CORP NEW COM 22160K105 397 883 SH SOLE 883 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 425 1731 SH SOLE 1731 0 0 CSX CORP COM 126408103 608 20454 SH SOLE 20454 0 0 DIGITALOCEAN HLDGS INC COM 25402D102 504 6501 SH SOLE 6501 0 0 DISNEY WALT CO COM 254687106 474 2803 SH SOLE 2803 0 0 EXXON MOBIL CORP COM 30231G102 502 8526 SH SOLE 8526 0 0 FACEBOOK INC CL A 30303M102 1139 3355 SH SOLE 3355 0 0 HOME DEPOT INC COM 437076102 447 1362 SH SOLE 1362 0 0 HUNTINGTON BANCSHARES INC COM 446150104 882 57032 SH SOLE 57032 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 211 3463 SH SOLE 3463 0 0 ISHARES INC CORE MSCI EMKT 46434G103 438 7089 SH SOLE 7089 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 375 4972 SH SOLE 4972 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 582 7917 SH SOLE 7917 0 0 ISHARES TR NATIONAL MUN ETF 464288414 3137 27001 SH SOLE 27001 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 252 1155 SH SOLE 1155 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 224 1396 SH SOLE 1396 0 0 ISHARES TR RUS MID CAP ETF 464287499 269 3435 SH SOLE 3435 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 1402 13033 SH SOLE 13033 0 0 ISHARES TR JPMORGAN USD EMG 464288281 327 2969 SH SOLE 2969 0 0 ISHARES TR CORE S&P SCP ETF 464287804 274 2508 SH SOLE 2508 0 0 ISHARES TR CORE MSCI EAFE 46432F842 1577 21237 SH SOLE 21237 0 0 ISHARES TR CORE S&P500 ETF 464287200 1053 2444 SH SOLE 2444 0 0 JOHNSON & JOHNSON COM 478160104 838 5192 SH SOLE 5192 0 0 JPMORGAN CHASE & CO COM 46625H100 1849 11294 SH SOLE 11294 0 0 LIFEMD INC COM 53216B104 106 17065 SH SOLE 17065 0 0 MASTERCARD INCORPORATED CL A 57636Q104 289 832 SH SOLE 832 0 0 MCDONALDS CORP COM 580135101 338 1400 SH SOLE 1400 0 0 MICROSOFT CORP COM 594918104 3094 10975 SH SOLE 10975 0 0 NETFLIX INC COM 64110L106 313 513 SH SOLE 513 0 0 NEXTERA ENERGY INC COM 65339F101 217 2759 SH SOLE 2759 0 0 NORFOLK SOUTHN CORP COM 655844108 417 1744 SH SOLE 1744 0 0 NVIDIA CORPORATION COM 67066G104 977 4712 SH SOLE 4712 0 0 ORACLE CORP COM 68389X105 344 3951 SH SOLE 3951 0 0 PAYPAL HLDGS INC COM 70450Y103 359 1379 SH SOLE 1379 0 0 PEPSICO INC COM 713448108 538 3578 SH SOLE 3578 0 0 PFIZER INC COM 717081103 313 7281 SH SOLE 7281 0 0 PROCTER AND GAMBLE CO COM 742718109 2391 17105 SH SOLE 17105 0 0 PROLOGIS INC. COM 74340W103 288 2293 SH SOLE 2293 0 0 PROSHARES TR ULTRAPRO QQQ 74347X831 234 1878 SH SOLE 1878 0 0 ROKU INC COM CL A 77543R102 670 2141 SH SOLE 2141 0 0 SALESFORCE COM INC COM 79466L302 444 1637 SH SOLE 1637 0 0 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 657 15417 SH SOLE 15417 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1432 46992 SH SOLE 46992 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 405 12327 SH SOLE 12327 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 8686 83633 SH SOLE 83633 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4712 63480 SH SOLE 63480 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1102 10595 SH SOLE 10595 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 7207 48666 SH SOLE 48666 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2525 37422 SH SOLE 37422 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4716 61521 SH SOLE 61521 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 218 4780 SH SOLE 4780 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3221 32181 SH SOLE 32181 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 310 8002 SH SOLE 8002 0 0 SHOPIFY INC CL A 82509L107 918 677 SH SOLE 677 0 0 SORRENTO THERAPEUTICS INC COM NEW 83587F202 82 10717 SH SOLE 10717 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 590 1373 SH SOLE 1373 0 0 SPDR SER TR S&P 600 SMCP VAL 78464A300 491 5997 SH SOLE 5997 0 0 SPDR SER TR S&P DIVID ETF 78464A763 250 2130 SH SOLE 2130 0 0 SPDR SER TR S&P 400 MDCP VAL 78464A839 417 6292 SH SOLE 6292 0 0 SPDR SER TR SPDR BLOOMBERG 78468R663 330 3612 SH SOLE 3612 0 0 TESLA INC COM 88160R101 810 1045 SH SOLE 1045 0 0 THE TRADE DESK INC COM CL A 88339J105 1219 17341 SH SOLE 17341 0 0 UNITEDHEALTH GROUP INC COM 91324P102 479 1227 SH SOLE 1227 0 0 US BANCORP DEL COM NEW 902973304 464 7808 SH SOLE 7808 0 0 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 1109 17749 SH SOLE 17749 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1532 17129 SH SOLE 17129 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 459 5369 SH SOLE 5369 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3544 34819 SH SOLE 34819 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2634 9400 SH SOLE 9400 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 902 3812 SH SOLE 3812 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 6375 21971 SH SOLE 21971 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3031 12824 SH SOLE 12824 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2095 15007 SH SOLE 15007 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1283 3251 SH SOLE 3251 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3229 19075 SH SOLE 19075 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 6277 46369 SH SOLE 46369 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 891 4076 SH SOLE 4076 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 20358 91680 SH SOLE 91680 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3817 76328 SH SOLE 76328 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 332 2484 SH SOLE 2484 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 363 6634 SH SOLE 6634 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 1846 29175 SH SOLE 29175 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1839 36413 SH SOLE 36413 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 611 5907 SH SOLE 5907 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 218 2722 SH SOLE 2722 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 354 6553 SH SOLE 6553 0 0 VISA INC COM CL A 92826C839 525 2358 SH SOLE 2358 0 0 WALMART INC COM 931142103 457 3275 SH SOLE 3275 0 0 WENDYS CO COM 95058W100 219 10120 SH SOLE 10120 0 0