0001852858-22-000004.txt : 20220712 0001852858-22-000004.hdr.sgml : 20220712 20220712162245 ACCESSION NUMBER: 0001852858-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220712 DATE AS OF CHANGE: 20220712 EFFECTIVENESS DATE: 20220712 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: 221079360 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 06-30-2022 06-30-2022 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 07-12-2022 0 187 164538 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 442 4069 SH SOLE 0 0 4069 ABBVIE INC COM 00287Y109 853 5573 SH SOLE 0 0 5573 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 619 2229 SH SOLE 0 0 2229 ACTIVISION BLIZZARD INC COM 00507V109 200 2556 SH SOLE 0 0 2556 ADOBE SYSTEMS INCORPORATED COM 00724F101 588 1607 SH SOLE 0 0 1607 ADVANCED MICRO DEVICES INC COM 007903107 418 5477 SH SOLE 0 0 5477 AGILENT TECHNOLOGIES INC COM 00846U101 213 1791 SH SOLE 0 0 1791 AGILON HEALTH INC COM 00857U107 506 23181 SH SOLE 0 0 23181 AIR PRODS & CHEMS INC COM 009158106 276 1147 SH SOLE 0 0 1147 ALPHABET INC CAP STK CL A 02079K305 1238 568 SH SOLE 0 0 568 ALPHABET INC CAP STK CL C 02079K107 1222 559 SH SOLE 0 0 559 AMAZON COM INC COM 023135106 2379 22400 SH SOLE 0 0 22400 AMERICAN ELEC PWR CO INC COM 025537101 236 2450 SH SOLE 0 0 2450 AMERICAN EXPRESS CO COM 025816109 235 1695 SH SOLE 0 0 1695 AMERICAN TOWER CORP NEW COM 03027X100 451 1765 SH SOLE 0 0 1765 AMERISOURCEBERGEN CORP COM 03073E105 212 1497 SH SOLE 0 0 1497 AMGEN INC COM 031162100 418 1719 SH SOLE 0 0 1719 ANALOG DEVICES INC COM 032654105 317 2170 SH SOLE 0 0 2170 APPLE INC COM 037833100 4977 36405 SH SOLE 0 0 36405 APPLIED MATLS INC COM 038222105 243 2670 SH SOLE 0 0 2670 AT&T INC COM 00206R102 596 28388 SH SOLE 0 0 28388 AUTOMATIC DATA PROCESSING IN COM 053015103 330 1575 SH SOLE 0 0 1575 AUTOZONE INC COM 053332102 407 189 SH SOLE 0 0 189 AVALONBAY CMNTYS INC COM 053484101 220 1133 SH SOLE 0 0 1133 BECTON DICKINSON & CO COM 075887109 286 1159 SH SOLE 0 0 1159 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 969 3551 SH SOLE 0 0 3551 BK OF AMERICA CORP COM 060505104 723 23217 SH SOLE 0 0 23217 BLACKROCK INC COM 09247X101 422 692 SH SOLE 0 0 692 BOEING CO COM 097023105 320 2342 SH SOLE 0 0 2342 BRISTOL-MYERS SQUIBB CO COM 110122108 460 5975 SH SOLE 0 0 5975 BROADCOM INC COM 11135F101 384 789 SH SOLE 0 0 789 CADENCE DESIGN SYSTEM INC COM 127387108 388 2583 SH SOLE 0 0 2583 CARNIVAL CORP COMMON STOCK 143658300 87 10057 SH SOLE 0 0 10057 CATERPILLAR INC COM 149123101 255 1428 SH SOLE 0 0 1428 CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 255 6385 SH SOLE 0 0 6385 CENTRAL GARDEN & PET CO COM 153527106 258 6088 SH SOLE 0 0 6088 CHEVRON CORP NEW COM 166764100 639 4419 SH SOLE 0 0 4419 CHUBB LIMITED COM H1467J104 227 1156 SH SOLE 0 0 1156 CIGNA CORP NEW COM 125523100 283 1073 SH SOLE 0 0 1073 CINTAS CORP COM 172908105 225 603 SH SOLE 0 0 603 CISCO SYS INC COM 17275R102 354 8304 SH SOLE 0 0 8304 CME GROUP INC COM 12572Q105 212 1035 SH SOLE 0 0 1035 COCA COLA CO COM 191216100 634 10077 SH SOLE 0 0 10077 COMCAST CORP NEW CL A 20030N101 445 11338 SH SOLE 0 0 11338 CONFORMIS INC COM 20717E101 4 10000 SH SOLE 0 0 10000 COSTAR GROUP INC COM 22160N109 241 3978 SH SOLE 0 0 3978 COSTCO WHSL CORP NEW COM 22160K105 708 1478 SH SOLE 0 0 1478 CROWDSTRIKE HLDGS INC CL A 22788C105 306 1816 SH SOLE 0 0 1816 CROWN CASTLE INTL CORP NEW COM 22822V101 242 1438 SH SOLE 0 0 1438 CSX CORP COM 126408103 651 22406 SH SOLE 0 0 22406 CVS HEALTH CORP COM 126650100 382 4122 SH SOLE 0 0 4122 DANAHER CORPORATION COM 235851102 454 1792 SH SOLE 0 0 1792 DEERE & CO COM 244199105 240 803 SH SOLE 0 0 803 DISNEY WALT CO COM 254687106 272 2882 SH SOLE 0 0 2882 DOLLAR GEN CORP NEW COM 256677105 269 1094 SH SOLE 0 0 1094 DUKE ENERGY CORP NEW COM NEW 26441C204 337 3140 SH SOLE 0 0 3140 EDWARDS LIFESCIENCES CORP COM 28176E108 216 2266 SH SOLE 0 0 2266 ELEVANCE HEALTH INC COM 036752103 575 1191 SH SOLE 0 0 1191 EXXON MOBIL CORP COM 30231G102 1371 16008 SH SOLE 0 0 16008 FIDELITY NATL INFORMATION SV COM 31620M106 230 2511 SH SOLE 0 0 2511 FORD MTR CO DEL COM 345370860 158 14212 SH SOLE 0 0 14212 GOLDMAN SACHS GROUP INC COM 38141G104 235 791 SH SOLE 0 0 791 HANOVER INS GROUP INC COM 410867105 203 1389 SH SOLE 0 0 1389 HOME DEPOT INC COM 437076102 658 2401 SH SOLE 0 0 2401 HONEYWELL INTL INC COM 438516106 480 2762 SH SOLE 0 0 2762 HOPE BANCORP INC COM 43940T109 159 11459 SH SOLE 0 0 11459 HUBBELL INC COM 443510607 212 1186 SH SOLE 0 0 1186 HUMANA INC COM 444859102 230 491 SH SOLE 0 0 491 HUNTINGTON BANCSHARES INC COM 446150104 608 50574 SH SOLE 0 0 50574 IDACORP INC COM 451107106 204 1928 SH SOLE 0 0 1928 INTERNATIONAL BUSINESS MACHS COM 459200101 575 4073 SH SOLE 0 0 4073 INTUIT COM 461202103 403 1046 SH SOLE 0 0 1046 INTUITIVE SURGICAL INC COM NEW 46120E602 229 1140 SH SOLE 0 0 1140 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 464 7472 SH SOLE 0 0 7472 INVESCO EXCH TRADED FD TR II S&P INTL LOW 46138E230 263 9516 SH SOLE 0 0 9516 ISHARES INC CORE MSCI EMKT 46434G103 387 7897 SH SOLE 0 0 7897 ISHARES TR JPMORGAN USD EMG 464288281 214 2515 SH SOLE 0 0 2515 ISHARES TR MSCI EAFE MIN VL 46429B689 252 3974 SH SOLE 0 0 3974 ISHARES TR RUSSELL 2000 ETF 464287655 207 1220 SH SOLE 0 0 1220 ISHARES TR MSCI USA MIN VOL 46429B697 471 6704 SH SOLE 0 0 6704 ISHARES TR NATIONAL MUN ETF 464288414 2835 26651 SH SOLE 0 0 26651 ISHARES TR RUS MID CAP ETF 464287499 207 3203 SH SOLE 0 0 3203 ISHARES TR SHRT NAT MUN ETF 464288158 1512 14444 SH SOLE 0 0 14444 ISHARES TR CORE S&P500 ETF 464287200 989 2608 SH SOLE 0 0 2608 ISHARES TR CORE MSCI EAFE 46432F842 1149 19527 SH SOLE 0 0 19527 JOHNSON & JOHNSON COM 478160104 1512 8521 SH SOLE 0 0 8521 JPMORGAN CHASE & CO COM 46625H100 1658 14723 SH SOLE 0 0 14723 KEYSIGHT TECHNOLOGIES INC COM 49338L103 218 1579 SH SOLE 0 0 1579 KROGER CO COM 501044101 303 6396 SH SOLE 0 0 6396 LAM RESEARCH CORP COM 512807108 212 497 SH SOLE 0 0 497 LILLY ELI & CO COM 532457108 799 2464 SH SOLE 0 0 2464 LINCOLN ELEC HLDGS INC COM 533900106 251 2036 SH SOLE 0 0 2036 LOCKHEED MARTIN CORP COM 539830109 395 920 SH SOLE 0 0 920 LOWES COS INC COM 548661107 275 1578 SH SOLE 0 0 1578 LTC PPTYS INC COM 502175102 221 5768 SH SOLE 0 0 5768 MARATHON PETE CORP COM 56585A102 395 4811 SH SOLE 0 0 4811 MASTERCARD INCORPORATED CL A 57636Q104 588 1863 SH SOLE 0 0 1863 MCDONALDS CORP COM 580135101 712 2885 SH SOLE 0 0 2885 MCKESSON CORP COM 58155Q103 291 893 SH SOLE 0 0 893 MERCK & CO INC COM 58933Y105 556 6090 SH SOLE 0 0 6090 META PLATFORMS INC CL A 30303M102 376 2331 SH SOLE 0 0 2331 MICROSOFT CORP COM 594918104 4248 16538 SH SOLE 0 0 16538 MONDELEZ INTL INC CL A 609207105 235 3778 SH SOLE 0 0 3778 MORGAN STANLEY COM NEW 617446448 242 3183 SH SOLE 0 0 3183 NASDAQ INC COM 631103108 288 1883 SH SOLE 0 0 1883 NEXTERA ENERGY INC COM 65339F101 656 8464 SH SOLE 0 0 8464 NIKE INC CL B 654106103 344 3362 SH SOLE 0 0 3362 NISOURCE INC COM 65473P105 214 7251 SH SOLE 0 0 7251 NORFOLK SOUTHN CORP COM 655844108 545 2398 SH SOLE 0 0 2398 NVIDIA CORPORATION COM 67066G104 1097 7237 SH SOLE 0 0 7237 OCCIDENTAL PETE CORP COM 674599105 543 9212 SH SOLE 0 0 9212 ONDAS HLDGS INC COM NEW 68236H204 98 18104 SH SOLE 0 0 18104 ORACLE CORP COM 68389X105 357 5113 SH SOLE 0 0 5113 PAYPAL HLDGS INC COM 70450Y103 247 3528 SH SOLE 0 0 3528 PEPSICO INC COM 713448108 929 5572 SH SOLE 0 0 5572 PFIZER INC COM 717081103 753 14355 SH SOLE 0 0 14355 PHILIP MORRIS INTL INC COM 718172109 502 5088 SH SOLE 0 0 5088 PHILLIPS 66 COM 718546104 219 2676 SH SOLE 0 0 2676 PROCTER AND GAMBLE CO COM 742718109 2725 18949 SH SOLE 0 0 18949 PROLOGIS INC. COM 74340W103 334 2845 SH SOLE 0 0 2845 QUALCOMM INC COM 747525103 255 1993 SH SOLE 0 0 1993 QUANTA SVCS INC COM 74762E102 223 1779 SH SOLE 0 0 1779 RAYTHEON TECHNOLOGIES CORP COM 75513E101 374 3892 SH SOLE 0 0 3892 S&P GLOBAL INC COM 78409V104 312 925 SH SOLE 0 0 925 SALESFORCE INC COM 79466L302 620 3754 SH SOLE 0 0 3754 SCHWAB CHARLES CORP COM 808513105 231 3648 SH SOLE 0 0 3648 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 5855 100972 SH SOLE 0 0 100972 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2477 63527 SH SOLE 0 0 63527 SCHWAB STRATEGIC TR US REIT ETF 808524847 494 23404 SH SOLE 0 0 23404 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 256 8164 SH SOLE 0 0 8164 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4159 58072 SH SOLE 0 0 58072 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 428 15119 SH SOLE 0 0 15119 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3721 59314 SH SOLE 0 0 59314 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2126 34059 SH SOLE 0 0 34059 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 923 20655 SH SOLE 0 0 20655 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 9335 211252 SH SOLE 0 0 211252 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1548 61013 SH SOLE 0 0 61013 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 687 18839 SH SOLE 0 0 18839 SEAGEN INC COM 81181C104 204 1156 SH SOLE 0 0 1156 SERVICENOW INC COM 81762P102 414 871 SH SOLE 0 0 871 SHOPIFY INC CL A 82509L107 242 7740 SH SOLE 0 0 7740 SORRENTO THERAPEUTICS INC COM NEW 83587F202 24 11717 SH SOLE 0 0 11717 SPDR S&P 500 ETF TR TR UNIT 78462F103 535 1418 SH SOLE 0 0 1418 SPDR SER TR S&P 600 SMCP VAL 78464A300 437 6030 SH SOLE 0 0 6030 SPDR SER TR S&P DIVID ETF 78464A763 261 2201 SH SOLE 0 0 2201 SPDR SER TR S&P 400 MDCP VAL 78464A839 382 6323 SH SOLE 0 0 6323 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 469 5128 SH SOLE 0 0 5128 SPDR SER TR NUVEEN BLOOMBERG 78464A284 590 11492 SH SOLE 0 0 11492 STARBUCKS CORP COM 855244109 257 3355 SH SOLE 0 0 3355 STRYKER CORPORATION COM 863667101 220 1105 SH SOLE 0 0 1105 SYNOPSYS INC COM 871607107 555 1829 SH SOLE 0 0 1829 TESLA INC COM 88160R101 1732 2573 SH SOLE 0 0 2573 TEXAS INSTRS INC COM 882508104 346 2246 SH SOLE 0 0 2246 THE TRADE DESK INC COM CL A 88339J105 514 12267 SH SOLE 0 0 12267 THERMO FISHER SCIENTIFIC INC COM 883556102 595 1095 SH SOLE 0 0 1095 TJX COS INC NEW COM 872540109 252 4510 SH SOLE 0 0 4510 UNITED PARCEL SERVICE INC CL B 911312106 310 1703 SH SOLE 0 0 1703 UNITEDHEALTH GROUP INC COM 91324P102 1127 2194 SH SOLE 0 0 2194 US BANCORP DEL COM NEW 902973304 367 7974 SH SOLE 0 0 7974 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 551 10233 SH SOLE 0 0 10233 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 425 5656 SH SOLE 0 0 5656 VANGUARD BD INDEX FDS INTERMED TERM 921937819 378 4867 SH SOLE 0 0 4867 VANGUARD INDEX FDS TOTAL STK MKT 922908769 16362 86743 SH SOLE 0 0 86743 VANGUARD INDEX FDS MID CAP ETF 922908629 673 3415 SH SOLE 0 0 3415 VANGUARD INDEX FDS SMALL CP ETF 922908751 698 3966 SH SOLE 0 0 3966 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2918 19475 SH SOLE 0 0 19475 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1688 8568 SH SOLE 0 0 8568 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2928 32139 SH SOLE 0 0 32139 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1133 3267 SH SOLE 0 0 3267 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2042 11645 SH SOLE 0 0 11645 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1835 14168 SH SOLE 0 0 14168 VANGUARD INDEX FDS GROWTH ETF 922908736 3842 17238 SH SOLE 0 0 17238 VANGUARD INDEX FDS VALUE ETF 922908744 6199 47004 SH SOLE 0 0 47004 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3261 78288 SH SOLE 0 0 78288 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 561 11234 SH SOLE 0 0 11234 VANGUARD STAR FDS VG TL INTL STK F 921909768 1220 23624 SH SOLE 0 0 23624 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 1619 39679 SH SOLE 0 0 39679 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 671 6600 SH SOLE 0 0 6600 VERIZON COMMUNICATIONS INC COM 92343V104 517 10202 SH SOLE 0 0 10202 VERTEX PHARMACEUTICALS INC COM 92532F100 300 1066 SH SOLE 0 0 1066 VISA INC COM CL A 92826C839 810 4110 SH SOLE 0 0 4110 WALMART INC COM 931142103 404 3322 SH SOLE 0 0 3322 WELLS FARGO CO NEW COM 949746101 211 5386 SH SOLE 0 0 5386 WENDYS CO COM 95058W100 200 10553 SH SOLE 0 0 10553 WILLIAMS COS INC COM 969457100 217 6968 SH SOLE 0 0 6968 WISDOMTREE TR US QTLY DIV GRT 97717X669 209 3647 SH SOLE 0 0 3647 ZOETIS INC CL A 98978V103 247 1433 SH SOLE 0 0 1433