13F HOLDINGS REPORT
Everest Management Corp.
Quarter ended Q1 2025 · Filed April 14, 2025 · Accession 0001951757-25-000351
Total Value
$109.7M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V401 | 638,528 | $38.6M | 35.21% |
| 2 | ALPHABET INC | GOOG | 48,600 | $7.5M | 6.85% |
| 3 | ALPHABET INC | GOOG | 43,577 | $6.8M | 6.21% |
| 4 | VANGUARD INDEX FDS | 922908363 | 10,399 | $5.3M | 4.87% |
| 5 | DIMENSIONAL ETF TRUST | 25434V708 | 114,049 | $3.8M | 3.43% |
| 6 | ISHARES TR | 46432F834 | 51,676 | $3.6M | 3.29% |
| 7 | BROADCOM INC | AVGO | 20,577 | $3.4M | 3.14% |
| 8 | MICROSOFT CORP | MSFT | 9,089 | $3.4M | 3.11% |
| 9 | GOLDMAN SACHS ETF TR | NVGLF | 33,222 | $3.3M | 3.03% |
| 10 | APPLE INC | AAPL | 11,372 | $2.5M | 2.30% |
| 11 | GOLDMAN SACHS ETF TR | NVGLF | 21,183 | $2.3M | 2.13% |
| 12 | VANGUARD INDEX FDS | 922908769 | 8,148 | $2.2M | 2.04% |
| 13 | VANGUARD STAR FDS | 921909768 | 34,945 | $2.2M | 1.98% |
| 14 | INVESCO EXCHANGE TRADED FD T | IVZ | 12,080 | $2.1M | 1.91% |
| 15 | VANGUARD INDEX FDS | 922908744 | 11,806 | $2.0M | 1.86% |
| 16 | NVIDIA CORPORATION | NVDA | 17,747 | $1.9M | 1.75% |
| 17 | VISA INC | V | 4,972 | $1.7M | 1.59% |
| 18 | PGIM ETF TR | 69344A107 | 30,310 | $1.5M | 1.37% |
| 19 | AMAZON COM INC | AMZN | 6,462 | $1.2M | 1.12% |
| 20 | SALESFORCE INC | CRM | 3,897 | $1.0M | 0.95% |
| 21 | ISHARES TR | 464287879 | 10,283 | $1.0M | 0.91% |
| 22 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 13,723 | $774,938 | 0.71% |
| 23 | DIMENSIONAL ETF TRUST | 25434V831 | 23,007 | $762,452 | 0.70% |
| 24 | ORACLE CORP | ORCL-PD | 5,215 | $729,109 | 0.66% |
| 25 | GOLDMAN SACHS ETF TR | NVGLF | 14,330 | $724,262 | 0.66% |
| 26 | META PLATFORMS INC | META | 1,179 | $679,528 | 0.62% |
| 27 | CISCO SYS INC | CSCO | 10,916 | $673,626 | 0.61% |
| 28 | PGIM ETF TR | 69344A834 | 12,455 | $639,082 | 0.58% |
| 29 | VANGUARD INDEX FDS | 922908736 | 1,628 | $603,534 | 0.55% |
| 30 | VANGUARD CHARLOTTE FDS | 92203J407 | 10,882 | $531,259 | 0.48% |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 944 | $502,756 | 0.46% |
| 32 | TESLA INC | TSLA | 1,748 | $453,012 | 0.41% |
| 33 | JPMORGAN CHASE & CO. | VYLD | 1,464 | $359,119 | 0.33% |
| 34 | COSTCO WHSL CORP NEW | 22160K105 | 376 | $355,613 | 0.32% |
| 35 | ELI LILLY & CO | LLY | 426 | $351,838 | 0.32% |
| 36 | SPDR S&P 500 ETF TR | SPY | 568 | $317,900 | 0.29% |
| 37 | ARISTA NETWORKS INC | ANET | 3,695 | $286,289 | 0.26% |
| 38 | EXXON MOBIL CORP | XOM | 2,282 | $271,398 | 0.25% |
| 39 | WISDOMTREE TR | WT | 5,512 | $266,279 | 0.24% |
| 40 | MASTERCARD INCORPORATED | MA | 463 | $253,780 | 0.23% |
| 41 | NETFLIX INC | NFLX | 268 | $249,918 | 0.23% |
| 42 | ISHARES TR | 464287200 | 420 | $236,115 | 0.22% |
| 43 | SPDR INDEX SHS FDS | 78463X756 | 4,074 | $230,711 | 0.21% |
| 44 | VANGUARD MUN BD FDS | 922907746 | 4,601 | $228,280 | 0.21% |
| 45 | DIMENSIONAL ETF TRUST | 25434V880 | 8,585 | $224,927 | 0.21% |
| 46 | ISHARES TR | 464287309 | 2,408 | $223,535 | 0.20% |
| 47 | PROCTER AND GAMBLE CO | 742718109 | 1,295 | $220,694 | 0.20% |
| 48 | ABBVIE INC | ABBV | 1,044 | $218,739 | 0.20% |
| 49 | VANGUARD WORLD FD | 92204A702 | 385 | $208,816 | 0.19% |
| 50 | WALMART INC | WMT | 2,287 | $200,776 | 0.18% |
| 51 | UNITEDHEALTH GROUP INC | UNH | 383 | $200,596 | 0.18% |