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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
49
2
2
3
3
0
30
4
2
EVERMAY WEALTH MANAGEMENT LLC

Time Period2018-06-30

Total Holdings133

Total Value ($x1000)300,214
Activities
New4

Increased35

Unchanged37

Decreased57

Sold Out4

Top 10 Stock Holdingstotal 70.02%
SCHX20.87

IJH14.06

VOO9.47

SPY8.01

MINT4.1

 
IJR3.94

IVV3.86

VO2.18

AMZN1.95

AAPL1.58

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHX
20.87%
US LRG CAP ETF
IJH
14.06%
CORE S&P MCP ETF
VOO
9.47%
SHS
SPY
8.01%
TR UNIT
MINT
4.1%
ENHAN SHRT MAT
IJR
3.94%
CORE S&P SCP ETF
IVV
3.86%
CORE S&P500 ETF
VO
2.18%
MID CAP ETF
AMZN
1.95%
COM
AAPL
1.58%
COM
VEA
1.1%
FTSE DEV MKT ETF
IWM
1.07%
RUSSELL 2000 ETF
SASR
0.99%
COM
GOOGL
0.9%
CAP STK CL A
PEP
0.88%
COM
PFE
0.8%
COM
JPM
0.78%
COM
FB
0.68%
CL A
HD
0.64%
COM
SCHA
0.62%
US SML CAP ETF
DHR
0.61%
COM
XOM
0.61%
COM
MSFT
0.54%
COM
JNJ
0.5%
COM
ABBV
0.5%
COM
INTC
0.48%
COM
CSCO
0.47%
COM
V
0.46%
COM CL A
MKC/V
0.43%
COM VTG
NSC
0.43%
COM
VLO
0.43%
COM
MRK
0.38%
COM
IBM
0.35%
COM
MMM
0.35%
COM
DUK
0.34%
COM NEW
BRK.B
0.33%
CL B NEW
DVY
0.33%
SELECT DIVID ETF
GM
0.31%
COM
MCD
0.31%
COM
NEE
0.3%
COM
MCHP
0.29%
COM
EPD
0.29%
COM
LH
0.27%
COM NEW
VZ
0.26%
COM
VWO
0.26%
FTSE EMR MKT ETF
GE
0.24%
COM
TRV
0.24%
COM
COF
0.24%
COM
CMCSA
0.23%
CL A
BAC
0.23%
COM
UTX
0.22%
COM
CVX
0.22%
COM
DLTR
0.22%
COM
ETN
0.21%
SHS
NFLX
0.21%
COM
USB
0.2%
COM NEW
DWDP
0.2%
COM
PG
0.19%
COM
MO
0.19%
COM
FTV
0.19%
COM
CAT
0.18%
COM
GOOG
0.18%
CAP STK CL C
AMAT
0.18%
COM
ANTM
0.18%
COM
VTI
0.18%
TOTAL STK MKT
D
0.17%
COM
CMI
0.17%
COM
MDLZ
0.16%
CL A
BBT
0.16%
COM
SYK
0.16%
COM
UBSI
0.16%
COM
PFF
0.16%
U.S. PFD STK ETF
BSV
0.16%
SHORT TRM BOND
IWD
0.16%
RUS 1000 VAL ETF
MAR
0.16%
CL A
DFS
0.16%
COM
RDS/A
0.16%
SPONS ADR A
T
0.15%
COM
C
0.15%
COM NEW
MDY
0.15%
UTSER1 S&PDCRP
KO
0.14%
COM
YUM
0.13%
COM
ADBE
0.13%
COM
EOG
0.13%
COM
AMGN
0.13%
COM
SCHO
0.12%
SHT TM US TRES
AXP
0.12%
COM
WFC
0.12%
COM
AL
0.12%
CL A
PNC
0.12%
COM
TREX
0.12%
COM
SCHW
0.12%
COM
FULT
0.12%
COM
IWC
0.12%
MICRO-CAP ETF
ADP
0.12%
COM
CSX
0.12%
COM
CELG
0.11%
COM
VCSH
0.11%
SHRT TRM CORP BD
FDX
0.11%
COM
TJX
0.11%
COM
BMY
0.11%
COM
FIS
0.11%
COM
WDC
0.11%
COM
BWA
0.1%
COM
COST
0.1%
COM
MMP
0.1%
COM UNIT RP LP
DHI
0.1%
COM
BRK.A
0.09%
CL A
GIS
0.09%
COM
EFA
0.09%
MSCI EAFE ETF
DES
0.09%
SMALLCAP DIVID
ANDV
0.09%
COM
AWK
0.09%
COM
TOWN
0.09%
COM
CSM
0.09%
PSHS LC COR PLUS
VYM
0.09%
HIGH DIV YLD
CB
0.08%
COM
TROW
0.08%
COM
MS
0.08%
COM NEW
CSJ
0.08%
1-3 YR CR BD ETF
QDF
0.08%
QUALT DIVD IDX
NUE
0.08%
COM
DIS
0.08%
COM DISNEY
ACN
0.08%
SHS CLASS A
HON
0.08%
COM
AET
0.07%
COM
KSS
0.07%
COM
MDT
0.07%
SHS
BA
0.07%
COM
LOW
0.07%
COM
WBA
0.07%
COM
YUMC
0.07%
COM
DHF
0.04%
PRN
PM
0.08%
COM
GD
0.08%
COM
VNQ
0.07%
PRN
CL
0.07%
COM