Evernest Financial Advisors, LLC
CIK 2009530 · Holdings on Dec 31, 2023 · First reported May 10, 2024
Top ten holdings
Q4 2023- IJH6.34%
- IEFA5.78%
- GLDM5.59%
- RSP4.98%
- IVV4.53%
- DXJ3.84%
- AAPL3.43%
- IJR3.14%
- NVDA3.01%
- VOO2.57%
Share classes counted separately43.21%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $12.49M | 6.34% | 45.07K shares | — | ↗▾ | |
| 02 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $11.39M | 5.78% | 161.85K shares | — | ↗▾ | |
| 03 | GLDMSPDR GOLD MINISHARES TRUSTSPDR GLD MINIS View history and evidence | $11.02M | 5.59% | 269.48K shares | — | ↗▾ | |
| 04 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $9.81M | 4.98% | 62.20K shares | — | ↗▾ | |
| 05 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $8.93M | 4.53% | 18.69K shares | — | ↗▾ | |
| 06 | DXJWISDOMTREE JAPAN HEDGED EQJAPN HEDGE EQT View history and evidence | $7.58M | 3.84% | 86.14K shares | — | ↗▾ | |
| 07 | AAPLAPPLE INC View history and evidence | $6.77M | 3.43% | 35.16K shares | — | ↗▾ | |
| 08 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $6.18M | 3.14% | 57.12K shares | — | ↗▾ | |
| 09 | NVDANVIDIA CORP View history and evidence | $5.93M | 3.01% | 11.98K shares | — | ↗▾ | |
| 10 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $5.07M | 2.57% | 11.61K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2009530 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-05-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 197113642
}Research all 122 reported holdings.
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