13F HOLDINGS REPORT
Everest Management Corp.
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001951757-25-000260
Total Value
$113.5M
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V401 | 646,347 | $41.2M | 36.29% |
| 2 | ALPHABET INC | GOOG | 48,402 | $9.2M | 8.07% |
| 3 | INTUIT | INTU | 9,519 | $6.0M | 5.27% |
| 4 | VANGUARD INDEX FDS | 922908363 | 10,161 | $5.5M | 4.82% |
| 5 | ALPHABET INC | GOOG | 26,060 | $5.0M | 4.37% |
| 6 | DIMENSIONAL ETF TRUST | 25434V708 | 114,049 | $3.9M | 3.47% |
| 7 | ISHARES TR | 46432F834 | 51,676 | $3.4M | 3.01% |
| 8 | MICROSOFT CORP | MSFT | 7,449 | $3.1M | 2.77% |
| 9 | APPLE INC | AAPL | 10,122 | $2.5M | 2.23% |
| 10 | GOLDMAN SACHS ETF TR | NVGLF | 21,183 | $2.4M | 2.15% |
| 11 | VANGUARD STAR FDS | 921909768 | 40,610 | $2.4M | 2.11% |
| 12 | VANGUARD INDEX FDS | 922908769 | 8,121 | $2.4M | 2.07% |
| 13 | NVIDIA CORPORATION | NVDA | 16,369 | $2.2M | 1.94% |
| 14 | INVESCO EXCHANGE TRADED FD T | IVZ | 12,076 | $2.1M | 1.86% |
| 15 | VANGUARD INDEX FDS | 922908744 | 11,797 | $2.0M | 1.76% |
| 16 | BROADCOM INC | AVGO | 8,000 | $1.9M | 1.63% |
| 17 | VISA INC | V | 4,762 | $1.5M | 1.33% |
| 18 | GOLDMAN SACHS ETF TR | NVGLF | 14,917 | $1.5M | 1.31% |
| 19 | AMAZON COM INC | AMZN | 5,616 | $1.2M | 1.09% |
| 20 | ISHARES TR | 464287879 | 10,283 | $1.1M | 0.98% |
| 21 | PGIM ETF TR | 69344A107 | 20,897 | $1.0M | 0.91% |
| 22 | ORACLE CORP | ORCL-PD | 5,476 | $912,521 | 0.80% |
| 23 | GOLDMAN SACHS ETF TR | NVGLF | 15,987 | $802,703 | 0.71% |
| 24 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 13,723 | $785,916 | 0.69% |
| 25 | DIMENSIONAL ETF TRUST | 25434V831 | 23,007 | $777,407 | 0.68% |
| 26 | SALESFORCE INC | CRM | 2,230 | $745,556 | 0.66% |
| 27 | VANGUARD INDEX FDS | 922908736 | 1,627 | $667,781 | 0.59% |
| 28 | TESLA INC | TSLA | 1,376 | $555,684 | 0.49% |
| 29 | META PLATFORMS INC | META | 913 | $534,571 | 0.47% |
| 30 | VANGUARD CHARLOTTE FDS | 92203J407 | 10,882 | $533,762 | 0.47% |
| 31 | PGIM ETF TR | 69344A834 | 9,497 | $486,246 | 0.43% |
| 32 | ARISTA NETWORKS INC | ANET | 3,630 | $401,224 | 0.35% |
| 33 | COSTCO WHSL CORP NEW | 22160K105 | 413 | $378,420 | 0.33% |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 810 | $367,157 | 0.32% |
| 35 | SPDR S&P 500 ETF TR | SPY | 567 | $332,149 | 0.29% |
| 36 | JPMORGAN CHASE & CO. | VYLD | 1,367 | $327,684 | 0.29% |
| 37 | ELI LILLY & CO | LLY | 378 | $291,816 | 0.26% |
| 38 | WISDOMTREE TR | WT | 5,512 | $269,642 | 0.24% |
| 39 | ZSCALER INC | ZS | 1,486 | $268,089 | 0.24% |
| 40 | ISHARES TR | 464287598 | 1,437 | $266,118 | 0.23% |
| 41 | ISHARES TR | 464287200 | 420 | $247,308 | 0.22% |
| 42 | ISHARES TR | 464287309 | 2,408 | $244,484 | 0.22% |
| 43 | VANGUARD WORLD FD | 92204A702 | 385 | $239,393 | 0.21% |
| 44 | SPDR INDEX SHS FDS | 78463X756 | 4,074 | $238,777 | 0.21% |
| 45 | VANGUARD MUN BD FDS | 922907746 | 4,586 | $229,874 | 0.20% |
| 46 | MASTERCARD INCORPORATED | MA | 411 | $216,420 | 0.19% |
| 47 | DIMENSIONAL ETF TRUST | 25434V880 | 8,585 | $213,423 | 0.19% |
| 48 | SYNOPSYS INC | SNPS | 439 | $213,073 | 0.19% |
| 49 | ISHARES TR | 464287614 | 529 | $212,509 | 0.19% |
| 50 | NETFLIX INC | NFLX | 238 | $212,134 | 0.19% |