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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
55
2
2
1
4
0
35
5
1
EVERMAY WEALTH MANAGEMENT LLC

Time Period2019-06-30

Total Holdings146

Total Value ($x1000)360,010
Activities
New7

Increased35

Unchanged25

Decreased79

Sold Out7

Top 10 Stock Holdingstotal 71.14%
SCHX20.06

IJH10.72

JPST9.84

VOO8.53

SPY7.15

 
MINT4.59

IVV3.46

IJR3.45

VO1.82

AMZN1.52

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHX
20.06%
US LRG CAP ETF
IJH
10.72%
CORE S&P MCP ETF
JPST
9.84%
ULTRA SHRT INC
VOO
8.53%
SHS
SPY
7.15%
TR UNIT
MINT
4.59%
ENHAN SHRT MAT
IVV
3.46%
CORE S&P500 ETF
IJR
3.45%
CORE S&P SCP ETF
VO
1.82%
MID CAP ETF
AMZN
1.52%
COM
AAPL
1.33%
COM
PEP
0.81%
COM
IWM
0.79%
RUSSELL 2000 ETF
SCHA
0.76%
US SML CAP ETF
PFE
0.73%
COM
DHR
0.69%
COM
JPM
0.66%
COM
GOOGL
0.65%
CAP STK CL A
SASR
0.62%
COM
MSFT
0.6%
COM
SCHM
0.59%
US MID-CAP ETF
V
0.53%
COM CL A
HD
0.49%
COM
VEA
0.48%
FTSE DEV MKT ETF
XOM
0.48%
COM
MKC/V
0.47%
COM VTG
JNJ
0.45%
COM
NSC
0.45%
COM
FB
0.43%
CL A
MRK
0.42%
COM
RODM
0.39%
DEV MK X US ST
INTC
0.39%
COM
BRK.B
0.38%
CL B NEW
VLO
0.37%
COM
NEE
0.37%
COM
CSCO
0.34%
COM
KMI
0.31%
COM
DUK
0.29%
COM NEW
D
0.29%
COM
MCD
0.28%
COM
VZ
0.28%
COM
UTX
0.28%
COM
ABBV
0.26%
COM
DVY
0.26%
SELECT DIVID ETF
CMCSA
0.26%
CL A
LH
0.25%
COM NEW
SCHB
0.24%
US BRD MKT ETF
GM
0.24%
COM
PG
0.23%
COM
TRV
0.22%
COM
EPD
0.21%
COM
DIS
0.2%
COM DISNEY
IBM
0.2%
COM
VWO
0.19%
FTSE EMR MKT ETF
VXF
0.19%
EXTEND MKT ETF
ETN
0.19%
SHS
BAC
0.18%
COM
T
0.18%
COM
CMI
0.18%
COM
CVX
0.17%
COM
AXP
0.17%
COM
EMR
0.17%
COM
RDS/A
0.17%
SPONS ADR A
COF
0.16%
COM
ANTM
0.16%
COM
VTI
0.16%
TOTAL STK MKT
BBT
0.15%
COM
SYK
0.15%
COM
FTV
0.15%
COM
GE
0.15%
COM
YUM
0.14%
COM
IWD
0.14%
RUS 1000 VAL ETF
CAT
0.14%
COM
DFS
0.14%
COM
ADP
0.14%
COM
BSV
0.14%
SHORT TRM BOND
NOC
0.13%
COM
MMM
0.13%
COM
USB
0.13%
COM NEW
UPS
0.13%
CL B
DLTR
0.13%
COM
ADBE
0.13%
COM
MDY
0.13%
UTSER1 S&PDCRP
GOOG
0.12%
CAP STK CL C
KO
0.12%
COM
VCSH
0.12%
SHRT TRM CORP BD
CSX
0.12%
COM
BMY
0.12%
COM
MDLZ
0.11%
CL A
UNH
0.11%
COM
LYB
0.11%
SHS - A -
TREX
0.11%
COM
PNC
0.11%
COM
NFLX
0.11%
COM
MAR
0.11%
CL A
ACN
0.11%
SHS CLASS A
MDT
0.11%
SHS
AMGN
0.11%
COM
RTN
0.1%
COM NEW
COST
0.1%
COM
TJX
0.1%
COM
DHI
0.1%
COM
LLY
0.09%
COM
CELG
0.09%
COM
AWK
0.09%
COM
APD
0.09%
COM
ECL
0.09%
COM
MO
0.09%
COM
WFC
0.09%
COM
STI
0.08%
COM
MKL
0.08%
COM
CB
0.08%
COM
ROK
0.08%
COM
DXC
0.08%
COM
MS
0.08%
COM NEW
ZTS
0.08%
CL A
AMAT
0.08%
COM
MSI
0.08%
COM NEW
IWC
0.08%
MICRO-CAP ETF
SCHO
0.08%
SHT TM US TRES
IWF
0.08%
RUS 1000 GRW ETF
FIS
0.08%
COM
FULT
0.08%
COM
MMP
0.08%
COM UNIT RP LP
WBA
0.08%
COM
CSJ
0.07%
1-3 YR CR BD ETF
MCHP
0.07%
COM
TMO
0.07%
COM
GD
0.07%
COM
SCHW
0.07%
COM
YUMC
0.07%
COM
ORCL
0.07%
COM
UBSI
0.06%
COM
TGT
0.06%
COM
CSM
0.06%
PSHS LC COR PLUS
LOW
0.06%
COM
TOWN
0.06%
COM
GIS
0.06%
COM
DIA
0.06%
UT SER 1
BWA
0.06%
COM
MLM
0.06%
COM
CLX
0.06%
COM
QDF
0.06%
QUALT DIVD IDX
TY
0.06%
COM
F
0.04%
COM PAR $0.01
DHF
0.02%
PRN
DWDP
0.08%
COM
AMT
0.07%
COM
EFA
0.07%
MSCI EAFE ETF
PM
0.06%
COM
IEMG
0.06%
CORE MSCI EMKT
KSS
0.06%
COM
DHF
0.02%
PRN