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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
2
3
0
32
4
1
EVERMAY WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings131

Total Value ($x1000)308,853
Activities
New9

Increased55

Unchanged14

Decreased53

Sold Out24

Top 10 Stock Holdingstotal 71.7%
SCHX20.07

IJH10.8

JPST9.83

VOO8.61

SPY7.25

 
MINT4.95

IJR3.49

IVV3.36

VO1.81

AMZN1.53

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHX
20.07%
US LRG CAP ETF
IJH
10.8%
CORE S&P MCP ETF
JPST
9.83%
ULTRA SHRT INC
VOO
8.61%
SHS
SPY
7.25%
TR UNIT
MINT
4.95%
ENHAN SHRT MAT
IJR
3.49%
CORE S&P SCP ETF
IVV
3.36%
CORE S&P500 ETF
VO
1.81%
MID CAP ETF
AMZN
1.53%
COM
AAPL
1.26%
COM
PFE
0.9%
COM
PEP
0.84%
COM
IWM
0.8%
RUSSELL 2000 ETF
GOOGL
0.78%
CAP STK CL A
SCHA
0.75%
US SML CAP ETF
SASR
0.72%
COM
JPM
0.65%
COM
DHR
0.62%
COM
VEA
0.62%
FTSE DEV MKT ETF
SCHM
0.61%
US MID-CAP ETF
MSFT
0.56%
COM
JNJ
0.53%
COM
HD
0.53%
COM
XOM
0.51%
COM
MKC/V
0.5%
COM VTG
MRK
0.46%
COM
NSC
0.45%
COM
INTC
0.44%
COM
ABBV
0.44%
COM
V
0.43%
COM CL A
FB
0.37%
CL A
NEE
0.37%
COM
BRK.B
0.35%
CL B NEW
RODM
0.34%
DEV MK X US ST
CSCO
0.34%
COM
DUK
0.33%
COM NEW
VLO
0.33%
COM
MCD
0.31%
COM
MMM
0.3%
COM
DVY
0.27%
SELECT DIVID ETF
KMI
0.27%
COM
VZ
0.25%
COM
PG
0.24%
COM
GM
0.24%
COM
CMCSA
0.23%
CL A
UTX
0.23%
COM
TRV
0.23%
COM
D
0.22%
COM
IBM
0.22%
COM
EPD
0.21%
COM
SCHB
0.21%
US BRD MKT ETF
VWO
0.21%
FTSE EMR MKT ETF
VXF
0.19%
EXTEND MKT ETF
BAC
0.18%
COM
ANTM
0.18%
COM
COF
0.18%
COM
ETN
0.18%
SHS
DLTR
0.18%
COM
CVX
0.17%
COM
LH
0.17%
COM NEW
CMI
0.16%
COM
AXP
0.16%
COM
FTV
0.16%
COM
BSV
0.16%
SHORT TRM BOND
VTI
0.16%
TOTAL STK MKT
BBT
0.16%
COM
USB
0.15%
COM NEW
T
0.15%
COM
SYK
0.15%
COM
IWD
0.14%
RUS 1000 VAL ETF
CAT
0.14%
COM
MO
0.14%
COM
YUM
0.14%
COM
GOOG
0.14%
CAP STK CL C
ADP
0.13%
COM
RDS/A
0.13%
SPONS ADR A
BMY
0.13%
COM
AMGN
0.13%
COM
UPS
0.13%
CL B
WBA
0.13%
COM
MDY
0.12%
UTSER1 S&PDCRP
KO
0.12%
COM
GE
0.12%
COM
PNC
0.12%
COM
ADBE
0.12%
COM
LLY
0.11%
COM
WFC
0.11%
COM
VCSH
0.11%
SHRT TRM CORP BD
TREX
0.11%
COM
FULT
0.11%
COM
LYB
0.11%
SHS - A -
CSX
0.11%
COM
UBSI
0.1%
COM
CELG
0.1%
COM
FIS
0.1%
COM
DWDP
0.1%
COM
MAR
0.1%
CL A
MDT
0.1%
SHS
MDLZ
0.1%
CL A
SCHW
0.1%
COM
NFLX
0.1%
COM
DFS
0.1%
COM
NOC
0.1%
COM
ACN
0.1%
SHS CLASS A
COST
0.09%
COM
TJX
0.09%
COM
AWK
0.09%
COM
SCHO
0.09%
SHT TM US TRES
DHI
0.09%
COM
CB
0.09%
COM
MS
0.09%
COM NEW
CSJ
0.09%
1-3 YR CR BD ETF
MCHP
0.08%
COM
IWC
0.08%
MICRO-CAP ETF
ECL
0.08%
COM
DIS
0.08%
COM DISNEY
MMP
0.08%
COM UNIT RP LP
STI
0.08%
COM
EMR
0.08%
COM
APD
0.07%
COM
CSM
0.07%
PSHS LC COR PLUS
BWA
0.07%
COM
GIS
0.07%
COM
CLX
0.07%
COM
EFA
0.07%
MSCI EAFE ETF
AMAT
0.07%
COM
LOW
0.07%
COM
ZTS
0.06%
CL A
FDX
0.06%
COM
DHF
0.01%
PRN
PFF
0.14%
U.S. PFD STK ETF
EOG
0.13%
COM
C
0.11%
COM NEW
AL
0.11%
CL A
CCL
0.11%
PAIRED CTF
MLM
0.1%
COM
ANDV
0.1%
COM
HON
0.09%
COM
VYM
0.08%
HIGH DIV YLD
TOWN
0.08%
COM
CTSH
0.08%
CL A
AET
0.08%
COM
TROW
0.07%
COM
ORCL
0.07%
COM
NUE
0.07%
COM
QDF
0.07%
QUALT DIVD IDX
KSS
0.07%
COM
DES
0.07%
SMALLCAP DIVID
MSI
0.07%
COM NEW
DIA
0.07%
UT SER 1
IP
0.07%
COM
TY
0.06%
COM
TMO
0.06%
COM
GD
0.06%
COM