0001852858-22-000001.txt : 20220121 0001852858-22-000001.hdr.sgml : 20220121 20220121160400 ACCESSION NUMBER: 0001852858-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220121 DATE AS OF CHANGE: 20220121 EFFECTIVENESS DATE: 20220121 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: 22545945 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 12-31-2021 12-31-2021 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 01-21-2022 0 107 165650 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 440 3129 SH SOLE 0 0 3129 ABBVIE INC COM 00287Y109 379 2801 SH SOLE 0 0 2801 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 455 1098 SH SOLE 0 0 1098 ADOBE SYSTEMS INCORPORATED COM 00724F101 380 670 SH SOLE 0 0 670 ADVANCED MICRO DEVICES INC COM 007903107 408 2835 SH SOLE 0 0 2835 AGILON HEALTH INC COM 00857U107 611 22618 SH SOLE 0 0 22618 ALPHABET INC CAP STK CL A 02079K305 1231 425 SH SOLE 0 0 425 ALPHABET INC CAP STK CL C 02079K107 1128 390 SH SOLE 0 0 390 AMAZON COM INC COM 023135106 2417 725 SH SOLE 0 0 725 ANTHEM INC COM 036752103 415 895 SH SOLE 0 0 895 APPLE INC COM 037833100 5790 32607 SH SOLE 0 0 32607 AT&T INC COM 00206R102 256 10403 SH SOLE 0 0 10403 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 794 2658 SH SOLE 0 0 2658 BK OF AMERICA CORP COM 060505104 825 18530 SH SOLE 0 0 18530 BROADCOM INC COM 11135F101 379 569 SH SOLE 0 0 569 CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 305 6374 SH SOLE 0 0 6374 CENTRAL GARDEN & PET CO COM 153527106 200 3797 SH SOLE 0 0 3797 CISCO SYS INC COM 17275R102 417 6582 SH SOLE 0 0 6582 COCA COLA CO COM 191216100 315 5316 SH SOLE 0 0 5316 COMCAST CORP NEW CL A 20030N101 317 6287 SH SOLE 0 0 6287 COSTCO WHSL CORP NEW COM 22160K105 697 1228 SH SOLE 0 0 1228 CROWDSTRIKE HLDGS INC CL A 22788C105 287 1401 SH SOLE 0 0 1401 CSX CORP COM 126408103 809 21525 SH SOLE 0 0 21525 DIGITALOCEAN HLDGS INC COM 25402D102 309 3846 SH SOLE 0 0 3846 EXXON MOBIL CORP COM 30231G102 690 11278 SH SOLE 0 0 11278 HOME DEPOT INC COM 437076102 666 1605 SH SOLE 0 0 1605 HUNTINGTON BANCSHARES INC COM 446150104 779 50519 SH SOLE 0 0 50519 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 238 3466 SH SOLE 0 0 3466 ISHARES INC CORE MSCI EMKT 46434G103 486 8118 SH SOLE 0 0 8118 ISHARES TR JPMORGAN USD EMG 464288281 261 2392 SH SOLE 0 0 2392 ISHARES TR MSCI EAFE MIN VL 46429B689 459 5985 SH SOLE 0 0 5985 ISHARES TR MSCI USA MIN VOL 46429B697 759 9377 SH SOLE 0 0 9377 ISHARES TR NATIONAL MUN ETF 464288414 3628 31198 SH SOLE 0 0 31198 ISHARES TR RUSSELL 2000 ETF 464287655 268 1205 SH SOLE 0 0 1205 ISHARES TR RUS 2000 VAL ETF 464287630 234 1407 SH SOLE 0 0 1407 ISHARES TR RUS MID CAP ETF 464287499 285 3435 SH SOLE 0 0 3435 ISHARES TR CORE S&P SCP ETF 464287804 224 1960 SH SOLE 0 0 1960 ISHARES TR CORE S&P500 ETF 464287200 1151 2411 SH SOLE 0 0 2411 ISHARES TR CORE MSCI EAFE 46432F842 1351 18102 SH SOLE 0 0 18102 ISHARES TR SHRT NAT MUN ETF 464288158 2086 19429 SH SOLE 0 0 19429 JOHNSON & JOHNSON COM 478160104 958 5597 SH SOLE 0 0 5597 JPMORGAN CHASE & CO COM 46625H100 1795 11338 SH SOLE 0 0 11338 LILLY ELI & CO COM 532457108 348 1260 SH SOLE 0 0 1260 MASTERCARD INCORPORATED CL A 57636Q104 441 1227 SH SOLE 0 0 1227 MCDONALDS CORP COM 580135101 438 1631 SH SOLE 0 0 1631 META PLATFORMS INC CL A 30303M102 1111 3303 SH SOLE 0 0 3303 MICROSOFT CORP COM 594918104 4094 12174 SH SOLE 0 0 12174 NETFLIX INC COM 64110L106 413 685 SH SOLE 0 0 685 NEXTERA ENERGY INC COM 65339F101 531 5691 SH SOLE 0 0 5691 NORFOLK SOUTHN CORP COM 655844108 553 1857 SH SOLE 0 0 1857 NVIDIA CORPORATION COM 67066G104 1596 5428 SH SOLE 0 0 5428 ORACLE CORP COM 68389X105 354 4059 SH SOLE 0 0 4059 PEPSICO INC COM 713448108 706 4062 SH SOLE 0 0 4062 PFIZER INC COM 717081103 481 8149 SH SOLE 0 0 8149 PROCTER AND GAMBLE CO COM 742718109 2983 18237 SH SOLE 0 0 18237 PROLOGIS INC. COM 74340W103 408 2428 SH SOLE 0 0 2428 ROKU INC COM CL A 77543R102 452 1980 SH SOLE 0 0 1980 SALESFORCE COM INC COM 79466L302 462 1818 SH SOLE 0 0 1818 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 380 11701 SH SOLE 0 0 11701 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2001 67553 SH SOLE 0 0 67553 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3241 31651 SH SOLE 0 0 31651 SCHWAB STRATEGIC TR US REIT ETF 808524847 250 4750 SH SOLE 0 0 4750 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4853 60336 SH SOLE 0 0 60336 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3058 41768 SH SOLE 0 0 41768 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 7962 48626 SH SOLE 0 0 48626 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1176 10333 SH SOLE 0 0 10333 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4760 58883 SH SOLE 0 0 58883 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 9600 84944 SH SOLE 0 0 84944 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 718 15417 SH SOLE 0 0 15417 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 313 8066 SH SOLE 0 0 8066 SHOPIFY INC CL A 82509L107 1027 746 SH SOLE 0 0 746 SORRENTO THERAPEUTICS INC COM NEW 83587F202 50 10717 SH SOLE 0 0 10717 SPDR S&P 500 ETF TR TR UNIT 78462F103 653 1373 SH SOLE 0 0 1373 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 671 7338 SH SOLE 0 0 7338 SPDR SER TR S&P 600 SMCP GRW 78464A201 407 4391 SH SOLE 0 0 4391 SPDR SER TR S&P 600 SMCP VAL 78464A300 527 6217 SH SOLE 0 0 6217 SPDR SER TR S&P DIVID ETF 78464A763 275 2130 SH SOLE 0 0 2130 SPDR SER TR S&P 400 MDCP VAL 78464A839 450 6331 SH SOLE 0 0 6331 TESLA INC COM 88160R101 2336 2211 SH SOLE 0 0 2211 THE TRADE DESK INC COM CL A 88339J105 1173 12801 SH SOLE 0 0 12801 THERMO FISHER SCIENTIFIC INC COM 883556102 436 653 SH SOLE 0 0 653 UNITEDHEALTH GROUP INC COM 91324P102 648 1292 SH SOLE 0 0 1292 US BANCORP DEL COM NEW 902973304 246 4388 SH SOLE 0 0 4388 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 1194 19131 SH SOLE 0 0 19131 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 501 5908 SH SOLE 0 0 5908 VANGUARD BD INDEX FDS INTERMED TERM 921937819 426 4865 SH SOLE 0 0 4865 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1434 3284 SH SOLE 0 0 3284 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4082 35190 SH SOLE 0 0 35190 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3287 12910 SH SOLE 0 0 12910 VANGUARD INDEX FDS SMALL CP ETF 922908751 925 4094 SH SOLE 0 0 4094 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2428 8614 SH SOLE 0 0 8614 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3444 19257 SH SOLE 0 0 19257 VANGUARD INDEX FDS MID CAP ETF 922908629 920 3611 SH SOLE 0 0 3611 VANGUARD INDEX FDS GROWTH ETF 922908736 7216 22487 SH SOLE 0 0 22487 VANGUARD INDEX FDS VALUE ETF 922908744 6728 45736 SH SOLE 0 0 45736 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2289 15226 SH SOLE 0 0 15226 VANGUARD INDEX FDS TOTAL STK MKT 922908769 22308 92396 SH SOLE 0 0 92396 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 247 1840 SH SOLE 0 0 1840 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3447 69703 SH SOLE 0 0 69703 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 370 6731 SH SOLE 0 0 6731 VANGUARD STAR FDS VG TL INTL STK F 921909768 1573 24733 SH SOLE 0 0 24733 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2134 41797 SH SOLE 0 0 41797 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 697 6219 SH SOLE 0 0 6219 VANGUARD WORLD FD ESG US STK ETF 921910733 239 2722 SH SOLE 0 0 2722 VISA INC COM CL A 92826C839 603 2786 SH SOLE 0 0 2786 WALMART INC COM 931142103 456 3155 SH SOLE 0 0 3155 WENDYS CO COM 95058W100 238 9981 SH SOLE 0 0 9981