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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
48
2
2
3
3
0
31
4
2
EVERMAY WEALTH MANAGEMENT LLC

Time Period2018-03-31

Total Holdings133

Total Value ($x1000)290,146
Activities
New15

Increased66

Unchanged12

Decreased40

Sold Out23

Top 10 Stock Holdingstotal 69.72%
SCHX21.17

IJH13.87

VOO9.49

SPY8.17

MINT4.04

 
IVV3.86

IJR3.67

VO2.22

AMZN1.74

AAPL1.49

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHX
21.17%
US LRG CAP ETF
IJH
13.87%
CORE S&P MCP ETF
VOO
9.49%
SHS
SPY
8.17%
TR UNIT
MINT
4.04%
ENHAN SHRT MAT
IVV
3.86%
CORE S&P500 ETF
IJR
3.67%
CORE S&P SCP ETF
VO
2.22%
MID CAP ETF
AMZN
1.74%
COM
AAPL
1.49%
COM
VEA
1.14%
FTSE DEV MKT ETF
IWM
1.02%
RUSSELL 2000 ETF
PEP
0.97%
COM
GOOGL
0.85%
CAP STK CL A
JPM
0.82%
COM
PFE
0.8%
COM
DHR
0.62%
COM
XOM
0.62%
COM
HD
0.6%
COM
SCHA
0.59%
US SML CAP ETF
FB
0.58%
CL A
INTC
0.54%
COM
SASR
0.53%
COM
ABBV
0.52%
COM
JNJ
0.52%
COM
CSCO
0.48%
COM
MSFT
0.47%
COM
MMM
0.43%
COM
V
0.43%
COM CL A
IBM
0.42%
COM
MKC/V
0.41%
COM VTG
NSC
0.4%
COM
BRK.B
0.38%
CL B NEW
VLO
0.37%
COM
DUK
0.37%
COM NEW
MRK
0.36%
COM
DVY
0.33%
SELECT DIVID ETF
MCD
0.33%
COM
VZ
0.32%
COM
MCHP
0.31%
COM
NEE
0.31%
COM
GM
0.29%
COM
GE
0.29%
COM
MO
0.28%
COM
TRV
0.28%
COM
COF
0.27%
COM
EPD
0.27%
COM
ETN
0.27%
SHS
DLTR
0.26%
COM
CMCSA
0.25%
CL A
T
0.25%
COM
BAC
0.25%
COM
LH
0.25%
COM NEW
AMAT
0.24%
COM
UTX
0.23%
COM
NFLX
0.22%
COM
CMI
0.21%
COM
USB
0.21%
COM NEW
CVX
0.21%
COM
PG
0.21%
COM
CAT
0.21%
COM
VWO
0.21%
FTSE EMR MKT ETF
FTV
0.2%
COM
DWDP
0.2%
COM
PFF
0.19%
U.S. PFD STK ETF
D
0.19%
COM
BBT
0.18%
COM
ANTM
0.17%
COM
BSV
0.16%
SHORT TRM BOND
IWD
0.16%
RUS 1000 VAL ETF
UBSI
0.16%
COM
SYK
0.16%
COM
YUM
0.16%
COM
C
0.16%
COM NEW
GOOG
0.15%
CAP STK CL C
DFS
0.15%
COM
MDLZ
0.15%
CL A
MDY
0.15%
UTSER1 S&PDCRP
RDS/A
0.15%
SPONS ADR A
PNC
0.15%
COM
KO
0.15%
COM
BWA
0.14%
COM
WDC
0.14%
COM
EFA
0.14%
MSCI EAFE ETF
CELG
0.13%
COM
MAR
0.13%
CL A
FULT
0.13%
COM
AL
0.13%
CL A
SCHO
0.13%
SHT TM US TRES
BMY
0.13%
COM
AMGN
0.12%
COM
ADBE
0.12%
COM
VCSH
0.12%
SHRT TRM CORP BD
AXP
0.12%
COM
WFC
0.12%
COM
SCHW
0.12%
COM
EOG
0.11%
COM
IWC
0.11%
MICRO-CAP ETF
TREX
0.11%
COM
CSX
0.11%
COM
ADP
0.1%
COM
BRK.A
0.1%
CL A
DHI
0.1%
COM
FIS
0.1%
COM
VYM
0.1%
HIGH DIV YLD
TJX
0.1%
COM
MS
0.1%
COM NEW
WBA
0.1%
COM
COST
0.09%
COM
DES
0.09%
SMALLCAP DIVID
AWK
0.09%
COM
CSM
0.09%
PSHS LC COR PLUS
GIS
0.09%
COM
MMP
0.09%
COM UNIT RP LP
CSJ
0.09%
1-3 YR CR BD ETF
TROW
0.08%
COM
NUE
0.08%
COM
PM
0.08%
COM
QDF
0.08%
QUALT DIVD IDX
TOWN
0.08%
COM
HON
0.08%
COM
GD
0.08%
COM
FDX
0.07%
COM
YUMC
0.07%
COM
ACN
0.07%
SHS CLASS A
VNQ
0.07%
PRN
CB
0.07%
COM
DIS
0.07%
COM DISNEY
CL
0.07%
COM
ANDV
0.07%
COM
BA
0.07%
COM
AET
0.07%
COM
DHF
0.05%
PRN
WFBI
0.57%
COM
AFL
0.22%
COM
FLO
0.13%
COM
UNH
0.12%
COM
HIG
0.11%
COM
HCN
0.11%
COM
KR
0.1%
COM
APD
0.1%
COM
CLX
0.1%
COM
NOC
0.1%
COM
LOW
0.1%
COM
UNP
0.09%
COM
UPS
0.09%
CL B
BLL
0.08%
COM
ROK
0.08%
COM
APLE
0.08%
COM NEW
SLB
0.08%
COM
BPL
0.08%
UNIT LTD PARTN
VTI
0.08%
TOTAL STK MKT
ROP
0.08%
COM
KMB
0.08%
COM
RTN
0.08%
COM NEW
TY
0.07%
COM