Everest Management Corp. Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$109.7B
Holdings
51
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFUSDIMENSIONAL ETF TRUST | 638,528 | $38.6B | 35.21% | |
| 2 | GOOGLALPHABET INC | 48,600 | $7.5B | 6.85% | |
| 3 | GOOGALPHABET INC | 43,577 | $6.8B | 6.21% | |
| 4 | VOOVANGUARD INDEX FDS | 10,399 | $5.3B | 4.87% | |
| 5 | DFACDIMENSIONAL ETF TRUST | 114,049 | $3.8B | 3.43% | |
| 6 | IXUSISHARES TR | 51,676 | $3.6B | 3.29% | |
| 7 | AVGOBROADCOM INC | 20,577 | $3.4B | 3.14% | |
| 8 | MSFTMICROSOFT CORP | 9,089 | $3.4B | 3.11% | |
| 9 | GBILGOLDMAN SACHS ETF TR | 33,222 | $3.3B | 3.03% | |
| 10 | AAPLAPPLE INC | 11,372 | $2.5B | 2.30% | |
| 11 | GSLCGOLDMAN SACHS ETF TR | 21,183 | $2.3B | 2.13% | |
| 12 | VTIVANGUARD INDEX FDS | 8,148 | $2.2B | 2.04% | |
| 13 | VXUSVANGUARD STAR FDS | 34,945 | $2.2B | 1.98% | |
| 14 | RSPINVESCO EXCHANGE TRADED FD T | 12,080 | $2.1B | 1.91% | |
| 15 | VTVVANGUARD INDEX FDS | 11,806 | $2.0B | 1.86% | |
| 16 | NVDANVIDIA CORPORATION | 17,747 | $1.9B | 1.75% | |
| 17 | VVISA INC | 4,972 | $1.7B | 1.59% | |
| 18 | PULSPGIM ETF TR | 30,310 | $1.5B | 1.37% | |
| 19 | AMZNAMAZON COM INC | 6,462 | $1.2B | 1.12% | |
| 20 | CRMSALESFORCE INC | 3,897 | $1.0B | 0.95% | |
| 21 | IJSISHARES TR | 10,283 | $1.0B | 0.91% | |
| 22 | JQUAJ P MORGAN EXCHANGE TRADED F | 13,723 | $774.9M | 0.71% | |
| 23 | DUHPDIMENSIONAL ETF TRUST | 23,007 | $762.5M | 0.70% | |
| 24 | ORCLORACLE CORP | 5,215 | $729.1M | 0.66% | |
| 25 | GSSTGOLDMAN SACHS ETF TR | 14,330 | $724.3M | 0.66% | |
| 26 | METAMETA PLATFORMS INC | 1,179 | $679.5M | 0.62% | |
| 27 | CSCOCISCO SYS INC | 10,916 | $673.6M | 0.61% | |
| 28 | PAAAPGIM ETF TR | 12,455 | $639.1M | 0.58% | |
| 29 | VUGVANGUARD INDEX FDS | 1,628 | $603.5M | 0.55% | |
| 30 | BNDXVANGUARD CHARLOTTE FDS | 10,882 | $531.3M | 0.48% | |
| 31 | BRK/BBERKSHIRE HATHAWAY INC DEL | 944 | $502.8M | 0.46% | |
| 32 | TSLATESLA INC | 1,748 | $453.0M | 0.41% | |
| 33 | JPMJPMORGAN CHASE & CO. | 1,464 | $359.1M | 0.33% | |
| 34 | COSTCOSTCO WHSL CORP NEW | 376 | $355.6M | 0.32% | |
| 35 | LLYELI LILLY & CO | 426 | $351.8M | 0.32% | |
| 36 | SPYSPDR S&P 500 ETF TR | 568 | $317.9M | 0.29% | |
| 37 | ANETARISTA NETWORKS INC | 3,695 | $286.3M | 0.26% | |
| 38 | XOMEXXON MOBIL CORP | 2,282 | $271.4M | 0.25% | |
| 39 | DGSWISDOMTREE TR | 5,512 | $266.3M | 0.24% | |
| 40 | MAMASTERCARD INCORPORATED | 463 | $253.8M | 0.23% | |
| 41 | NFLXNETFLIX INC | 268 | $249.9M | 0.23% | |
| 42 | IVVISHARES TR | 420 | $236.1M | 0.22% | |
| 43 | EWXSPDR INDEX SHS FDS | 4,074 | $230.7M | 0.21% | |
| 44 | VTEBVANGUARD MUN BD FDS | 4,601 | $228.3M | 0.21% | |
| 45 | DFAXDIMENSIONAL ETF TRUST | 8,585 | $224.9M | 0.21% | |
| 46 | IVWISHARES TR | 2,408 | $223.5M | 0.20% | |
| 47 | PGPROCTER AND GAMBLE CO | 1,295 | $220.7M | 0.20% | |
| 48 | ABBVABBVIE INC | 1,044 | $218.7M | 0.20% | |
| 49 | VGTVANGUARD WORLD FD | 385 | $208.8M | 0.19% | |
| 50 | WMTWALMART INC | 2,287 | $200.8M | 0.18% | |
| 51 | UNHUNITEDHEALTH GROUP INC | 383 | $200.6M | 0.18% |