13F Filings for Everest Management Corp. (CIK: 2056683)
View the most recent portfolio holdings disclosed by Everest Management Corp. in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| DFUS - DIMENSIONAL ETF TRUST(Class: US EQUITY MARKET) | 750.29K | $50.28M | 36.13% | Increased | 111.77K (17.0%, $11.67M) |
| GOOGL - ALPHABET INC(Class: CAP STK CL A) | 49.15K | $8.66M | 6.22% | Increased | 548 (1.0%, $1.15M) |
| GOOG - ALPHABET INC(Class: CAP STK CL C) | 43.55K | $7.73M | 5.55% | Decreased | 28 (0.0%, $917.12K) |
| VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 10.52K | $5.98M | 4.30% | Increased | 125 (1.0%, $633.80K) |
| MSFT - MICROSOFT CORP(Class: COM) | 8.33K | $4.14M | 2.98% | Decreased | 757 (8.0%, $732.50K) |
| DFAC - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 2) | 114.05K | $4.09M | 2.94% | Unchanged | |
| IXUS - ISHARES TR(Class: CORE MSCI TOTAL) | 51.68K | $4M | 2.87% | Unchanged | |
| AVGO - BROADCOM INC(Class: COM) | 14.20K | $3.92M | 2.81% | Decreased | 6.37K (30.0%, $469.85K) |
| AAPL - APPLE INC(Class: COM) | 16.82K | $3.45M | 2.48% | Increased | 5.45K (47.0%, $924.70K) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 19.02K | $3.01M | 2.16% | Increased | 1.27K (7.0%, $1.08M) |
| VXUS - VANGUARD STAR FDS(Class: VG TL INTL STK F) | 41.63K | $2.88M | 2.07% | Increased | 6.68K (19.0%, $705.82K) |
| VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 8.47K | $2.57M | 1.85% | Increased | 322 (3.0%, $334.88K) |
| GSLC - GOLDMAN SACHS ETF TR(Class: ACTIVEBETA US LG) | 21.18K | $2.57M | 1.85% | Unchanged | |
| RSP - INVESCO EXCHANGE TRADED FD T(Class: SP500 EQL WGT) | 12.08K | $2.20M | 1.58% | Increased | 4 (0.0%, $103.48K) |
| GBIL - GOLDMAN SACHS ETF TR(Class: ACCES TREASURY) | 21.52K | $2.15M | 1.55% | Decreased | 11.71K (35.0%, $1.17M) |
| VTV - VANGUARD INDEX FDS(Class: VALUE ETF) | 11.81K | $2.09M | 1.50% | Unchanged | |
| V - VISA INC(Class: COM CL A) | 5.01K | $1.78M | 1.28% | Increased | 42 (0.0%, $37.73K) |
| AMZN - AMAZON COM INC(Class: COM) | 7.14K | $1.57M | 1.13% | Increased | 675 (10.0%, $336.33K) |
| SCHX - SCHWAB STRATEGIC TR(Class: US LRG CAP ETF) | 54.46K | $1.33M | 0.96% | New | 54.46K ($1.33M) |
| PULS - PGIM ETF TR(Class: PGIM ULTRA SH BD) | 26.34K | $1.31M | 0.94% | Decreased | 3.97K (13.0%, $196.42K) |
| SPMC - SOUND POINT MERIDIAN CAP INC(Class: COMMON STOCK) | 72.86K | $1.30M | 0.94% | New | 72.86K ($1.30M) |
| INTU - INTUIT(Class: COM) | 1.65K | $1.30M | 0.93% | New | 1.65K ($1.30M) |
| ORCL - ORACLE CORP(Class: COM) | 5.22K | $1.14M | 0.82% | Increased | 5 (0.0%, $412.14K) |
| SGOV - ISHARES TR(Class: 0-3 MNTH TREASRY) | 10.75K | $1.08M | 0.78% | New | 10.75K ($1.08M) |
| JQUA - J P MORGAN EXCHANGE TRADED F(Class: US QUALTY FCTR) | 17.42K | $1.05M | 0.75% | Increased | 3.70K (26.0%, $271.34K) |