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Everhart Financial

Filed: 21 Jan 22, 4:04pm

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABBOTT LABSCOM0028241004403,129SH SOLE 003,129
ABBVIE INCCOM00287Y1093792,801SH SOLE 002,801
ACCENTURE PLC IRELANDSHS CLASS AG1151C1014551,098SH SOLE 001,098
ADOBE SYSTEMS INCORPORATEDCOM00724F101380670SH SOLE 00670
ADVANCED MICRO DEVICES INCCOM0079031074082,835SH SOLE 002,835
AGILON HEALTH INCCOM00857U10761122,618SH SOLE 0022,618
ALPHABET INCCAP STK CL A02079K3051,231425SH SOLE 00425
ALPHABET INCCAP STK CL C02079K1071,128390SH SOLE 00390
AMAZON COM INCCOM0231351062,417725SH SOLE 00725
ANTHEM INCCOM036752103415895SH SOLE 00895
APPLE INCCOM0378331005,79032,607SH SOLE 0032,607
AT&T INCCOM00206R10225610,403SH SOLE 0010,403
BERKSHIRE HATHAWAY INC DELCL B NEW0846707027942,658SH SOLE 002,658
BK OF AMERICA CORPCOM06050510482518,530SH SOLE 0018,530
BROADCOM INCCOM11135F101379569SH SOLE 00569
CENTRAL GARDEN & PET COCL A NON-VTG1535272053056,374SH SOLE 006,374
CENTRAL GARDEN & PET COCOM1535271062003,797SH SOLE 003,797
CISCO SYS INCCOM17275R1024176,582SH SOLE 006,582
COCA COLA COCOM1912161003155,316SH SOLE 005,316
COMCAST CORP NEWCL A20030N1013176,287SH SOLE 006,287
COSTCO WHSL CORP NEWCOM22160K1056971,228SH SOLE 001,228
CROWDSTRIKE HLDGS INCCL A22788C1052871,401SH SOLE 001,401
CSX CORPCOM12640810380921,525SH SOLE 0021,525
DIGITALOCEAN HLDGS INCCOM25402D1023093,846SH SOLE 003,846
EXXON MOBIL CORPCOM30231G10269011,278SH SOLE 0011,278
HOME DEPOT INCCOM4370761026661,605SH SOLE 001,605
HUNTINGTON BANCSHARES INCCOM44615010477950,519SH SOLE 0050,519
INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E3542383,466SH SOLE 003,466
ISHARES INCCORE MSCI EMKT46434G1034868,118SH SOLE 008,118
ISHARES TRJPMORGAN USD EMG4642882812612,392SH SOLE 002,392
ISHARES TRMSCI EAFE MIN VL46429B6894595,985SH SOLE 005,985
ISHARES TRMSCI USA MIN VOL46429B6977599,377SH SOLE 009,377
ISHARES TRNATIONAL MUN ETF4642884143,62831,198SH SOLE 0031,198
ISHARES TRRUSSELL 2000 ETF4642876552681,205SH SOLE 001,205
ISHARES TRRUS 2000 VAL ETF4642876302341,407SH SOLE 001,407
ISHARES TRRUS MID CAP ETF4642874992853,435SH SOLE 003,435
ISHARES TRCORE S&P SCP ETF4642878042241,960SH SOLE 001,960
ISHARES TRCORE S&P500 ETF4642872001,1512,411SH SOLE 002,411
ISHARES TRCORE MSCI EAFE46432F8421,35118,102SH SOLE 0018,102
ISHARES TRSHRT NAT MUN ETF4642881582,08619,429SH SOLE 0019,429
JOHNSON & JOHNSONCOM4781601049585,597SH SOLE 005,597
JPMORGAN CHASE & COCOM46625H1001,79511,338SH SOLE 0011,338
LILLY ELI & COCOM5324571083481,260SH SOLE 001,260
MASTERCARD INCORPORATEDCL A57636Q1044411,227SH SOLE 001,227
MCDONALDS CORPCOM5801351014381,631SH SOLE 001,631
META PLATFORMS INCCL A30303M1021,1113,303SH SOLE 003,303
MICROSOFT CORPCOM5949181044,09412,174SH SOLE 0012,174
NETFLIX INCCOM64110L106413685SH SOLE 00685
NEXTERA ENERGY INCCOM65339F1015315,691SH SOLE 005,691
NORFOLK SOUTHN CORPCOM6558441085531,857SH SOLE 001,857
NVIDIA CORPORATIONCOM67066G1041,5965,428SH SOLE 005,428
ORACLE CORPCOM68389X1053544,059SH SOLE 004,059
PEPSICO INCCOM7134481087064,062SH SOLE 004,062
PFIZER INCCOM7170811034818,149SH SOLE 008,149
PROCTER AND GAMBLE COCOM7427181092,98318,237SH SOLE 0018,237
PROLOGIS INC.COM74340W1034082,428SH SOLE 002,428
ROKU INCCOM CL A77543R1024521,980SH SOLE 001,980
SALESFORCE COM INCCOM79466L3024621,818SH SOLE 001,818
SCHWAB STRATEGIC TRSCHWB FDT INT LG80852475538011,701SH SOLE 0011,701
SCHWAB STRATEGIC TREMRG MKTEQ ETF8085247062,00167,553SH SOLE 0067,553
SCHWAB STRATEGIC TRUS SML CAP ETF8085246073,24131,651SH SOLE 0031,651
SCHWAB STRATEGIC TRUS REIT ETF8085248472504,750SH SOLE 004,750
SCHWAB STRATEGIC TRUS MID-CAP ETF8085245084,85360,336SH SOLE 0060,336
SCHWAB STRATEGIC TRUS LCAP VA ETF8085244093,05841,768SH SOLE 0041,768
SCHWAB STRATEGIC TRUS LCAP GR ETF8085243007,96248,626SH SOLE 0048,626
SCHWAB STRATEGIC TRUS LRG CAP ETF8085242011,17610,333SH SOLE 0010,333
SCHWAB STRATEGIC TRUS DIVIDEND EQ8085247974,76058,883SH SOLE 0058,883
SCHWAB STRATEGIC TRUS BRD MKT ETF8085241029,60084,944SH SOLE 0084,944
SCHWAB STRATEGIC TR1000 INDEX ETF80852472271815,417SH SOLE 0015,417
SCHWAB STRATEGIC TRINTL EQTY ETF8085248053138,066SH SOLE 008,066
SHOPIFY INCCL A82509L1071,027746SH SOLE 00746
SORRENTO THERAPEUTICS INCCOM NEW83587F2025010,717SH SOLE 0010,717
SPDR S&P 500 ETF TRTR UNIT78462F1036531,373SH SOLE 001,373
SPDR SER TRBLOOMBERG 1-3 MO78468R6636717,338SH SOLE 007,338
SPDR SER TRS&P 600 SMCP GRW78464A2014074,391SH SOLE 004,391
SPDR SER TRS&P 600 SMCP VAL78464A3005276,217SH SOLE 006,217
SPDR SER TRS&P DIVID ETF78464A7632752,130SH SOLE 002,130
SPDR SER TRS&P 400 MDCP VAL78464A8394506,331SH SOLE 006,331
TESLA INCCOM88160R1012,3362,211SH SOLE 002,211
THE TRADE DESK INCCOM CL A88339J1051,17312,801SH SOLE 0012,801
THERMO FISHER SCIENTIFIC INCCOM883556102436653SH SOLE 00653
UNITEDHEALTH GROUP INCCOM91324P1026481,292SH SOLE 001,292
US BANCORP DELCOM NEW9029733042464,388SH SOLE 004,388
VANECK ETF TRUSTHIGH YLD MUNIETF92189H4091,19419,131SH SOLE 0019,131
VANGUARD BD INDEX FDSTOTAL BND MRKT9219378355015,908SH SOLE 005,908
VANGUARD BD INDEX FDSINTERMED TERM9219378194264,865SH SOLE 004,865
VANGUARD INDEX FDSS&P 500 ETF SHS9229083631,4343,284SH SOLE 003,284
VANGUARD INDEX FDSREAL ESTATE ETF9229085534,08235,190SH SOLE 0035,190
VANGUARD INDEX FDSMCAP GR IDXVIP9229085383,28712,910SH SOLE 0012,910
VANGUARD INDEX FDSSMALL CP ETF9229087519254,094SH SOLE 004,094
VANGUARD INDEX FDSSML CP GRW ETF9229085952,4288,614SH SOLE 008,614
VANGUARD INDEX FDSSM CP VAL ETF9229086113,44419,257SH SOLE 0019,257
VANGUARD INDEX FDSMID CAP ETF9229086299203,611SH SOLE 003,611
VANGUARD INDEX FDSGROWTH ETF9229087367,21622,487SH SOLE 0022,487
VANGUARD INDEX FDSVALUE ETF9229087446,72845,736SH SOLE 0045,736
VANGUARD INDEX FDSMCAP VL IDXVIP9229085122,28915,226SH SOLE 0015,226
VANGUARD INDEX FDSTOTAL STK MKT92290876922,30892,396SH SOLE 0092,396
VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF9220427182471,840SH SOLE 001,840
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428583,44769,703SH SOLE 0069,703
VANGUARD MUN BD FDSTAX EXEMPT BD9229077463706,731SH SOLE 006,731
VANGUARD STAR FDSVG TL INTL STK F9219097681,57324,733SH SOLE 0024,733
VANGUARD TAX-MANAGED INTL FDFTSE DEV MKT ETF9219438582,13441,797SH SOLE 0041,797
VANGUARD WHITEHALL FDSHIGH DIV YLD9219464066976,219SH SOLE 006,219
VANGUARD WORLD FDESG US STK ETF9219107332392,722SH SOLE 002,722
VISA INCCOM CL A92826C8396032,786SH SOLE 002,786
WALMART INCCOM9311421034563,155SH SOLE 003,155
WENDYS COCOM95058W1002389,981SH SOLE 009,981