Evernest Financial Advisors, LLC
CIK Number: 0002009530
Main Sectors:
Top Industries:
Filing Date: Jul 28, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GLDM | SPDR Gold MiniS... | 76.33 | -0.31% | 396.94K | +6.89% | 26.01M | 45.99 | 8.42% | Share |
| 2 | IVV | iShares Core S&... | 672.48 | +0.10% | 27.02K | -2.14% | 16.78M | 495.71 | 5.43% | Share |
| 3 | IJH | iShares Core S&... | 65.58 | +0.13% | 257.36K | +0.05% | 15.96M | 56.1 | 5.16% | Share |
| 4 | RSP | Invesco S&P 500... | 190.60 | +0.25% | 80.04K | +4.22% | 14.55M | 161.24 | 4.71% | Share |
| 5 | FFSM | Fidelity Coving... | 29.35 | +0.07% | 406.51K | +3.00% | 11.05M | 27.09 | 3.58% | Share |
| 6 | CGIE | Capital Group I... | 34.17 | +0.31% | 325.3K | +26.22% | 10.71M | 29.03 | 3.47% | Share |
| 7 | IEFA | iShares Core MS... | 88.08 | +0.20% | 114.29K | +3.69% | 9.54M | 71.11 | 3.09% | Share |
| 8 | FENI | Fidelity Enhanc... | 35.53 | +0.14% | 248.06K | +25.22% | 8.25M | 29.18 | 2.67% | Share |
| 9 | AAPL | Apple Inc. | 257.13 | +0.66% | 37.3K | +1.07% | 7.65M | 223.42 | 2.48% | Share |
| 10 | IJR | iShares Core S&... | 119.52 | +0.29% | 66.31K | -31.31% | 7.25M | 109.11 | 2.35% | Share |
| 11 | DXJ | WisdomTree Japa... | 127.17 | +0.20% | 61.14K | -34.12% | 6.99M | 89.92 | 2.26% | Share |
| 12 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 12.85K | +6.39% | 6.39M | 424.62 | 2.07% | Share |
| 13 | CGCV | Capital Group C... | 30.20 | -0.15% | 217K | +68.48% | 6.21M | 27.76 | 2.01% | Share |
| 14 | VOO | Vanguard S&P 50... | 615.21 | +0.10% | 10.01K | -4.13% | 5.69M | 494.58 | 1.84% | Share |
| 15 | DOL | WisdomTree Inte... | 62.74 | -0.08% | 93.27K | +7.74% | 5.56M | 50.11 | 1.80% | Share |
| 16 | SPSM | SPDR Portfolio ... | 46.60 | +0.37% | 129.38K | +100.00% | 5.51M | 42.6 | 1.78% | Share |
| 17 | DGRW | WisdomTree U.S.... | 89.11 | -0.01% | 62.6K | +9.89% | 5.24M | 72.59 | 1.70% | Share |
| 18 | USFR | WisdomTree Floa... | 50.28 | -0.01% | 104.07K | +5.32% | 5.24M | 50.27 | 1.69% | Share |
| 19 | SPY | SPDR S&P 500 ET... | 669.16 | +0.11% | 7.67K | -0.75% | 4.74M | 476.15 | 1.53% | Share |
| 20 | LLY | Eli Lilly and C... | 820.20 | -0.63% | 4.88K | +2.07% | 3.8M | 617.06 | 1.23% | Share |
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