Everest Management Corp.
CIK 2056683 · Holdings on Dec 31, 2024 · First reported Feb 13, 2025
Top ten holdings
Q4 2024- DFUS36.29%
- GOOGL8.07%
- INTU5.27%
- VOO4.82%
- GOOG4.37%
- DFAC3.47%
- IXUS3.01%
- MSFT2.77%
- AAPL2.23%
- GSLC2.15%
Share classes counted separately72.45%
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 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $41.20M | 36.29% | 646.35K shares | Prior unavailable — | — | ↗▾ |
| 02 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $9.16M | 8.07% | 48.40K shares | Prior unavailable — | — | ↗▾ |
| 03 | INTUINTUIT INC View history and evidence | $5.98M | 5.27% | 9.52K shares | Prior unavailable — | — | ↗▾ |
| 04 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $5.47M | 4.82% | 10.16K shares | Prior unavailable — | — | ↗▾ |
| 05 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $4.96M | 4.37% | 26.06K shares | Prior unavailable — | — | ↗▾ |
| 06 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $3.94M | 3.47% | 114.05K shares | Prior unavailable — | — | ↗▾ |
| 07 | IXUSISHARES CORE INTL STOCK ETFCORE MSCI TOTAL View history and evidence | $3.42M | 3.01% | 51.68K shares | Prior unavailable — | — | ↗▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $3.14M | 2.77% | 7.45K shares | Prior unavailable — | — | ↗▾ |
| 09 | AAPLAPPLE INC View history and evidence | $2.53M | 2.23% | 10.12K shares | Prior unavailable — | — | ↗▾ |
| 10 | GSLCGOLDMAN ACTIVEBETA US LC ETFACTIVEBETA US LG View history and evidence | $2.44M | 2.15% | 21.18K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2056683 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 13, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 113529098
}Research all 50 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.