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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
2
3
0
35
5
2
EVERMAY WEALTH MANAGEMENT LLC

Time Period2018-09-30

Total Holdings146

Total Value ($x1000)320,315
Activities
New17

Increased26

Unchanged30

Decreased73

Sold Out4

Top 10 Stock Holdingstotal 69.3%
SCHX20.81

IJH13.63

VOO9.34

SPY7.88

IJR4.07

 
MINT3.87

IVV3.84

VO2.12

AMZN1.99

AAPL1.75

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHX
20.81%
US LRG CAP ETF
IJH
13.63%
CORE S&P MCP ETF
VOO
9.34%
SHS
SPY
7.88%
TR UNIT
IJR
4.07%
CORE S&P SCP ETF
MINT
3.87%
ENHAN SHRT MAT
IVV
3.84%
CORE S&P500 ETF
VO
2.12%
MID CAP ETF
AMZN
1.99%
COM
AAPL
1.75%
COM
JPST
1.14%
ULTRA SHRT INC
VEA
1.06%
FTSE DEV MKT ETF
IWM
1%
RUSSELL 2000 ETF
PFE
0.89%
COM
SASR
0.89%
COM
GOOGL
0.87%
CAP STK CL A
PEP
0.82%
COM
JPM
0.78%
COM
DHR
0.63%
COM
XOM
0.61%
COM
SCHA
0.61%
US SML CAP ETF
HD
0.59%
COM
MSFT
0.57%
COM
FB
0.54%
CL A
JNJ
0.53%
COM
V
0.47%
COM CL A
MKC/V
0.46%
COM VTG
NSC
0.46%
COM
ABBV
0.44%
COM
INTC
0.41%
COM
VLO
0.4%
COM
MRK
0.39%
COM
CSCO
0.36%
COM
BRK.B
0.36%
CL B NEW
MMM
0.34%
COM
DVY
0.31%
SELECT DIVID ETF
DUK
0.3%
COM NEW
IBM
0.3%
COM
MCD
0.28%
COM
VWO
0.27%
FTSE EMR MKT ETF
NEE
0.27%
COM
GM
0.26%
COM
CAT
0.24%
COM
LH
0.24%
COM NEW
TRV
0.24%
COM
UTX
0.23%
COM
EPD
0.23%
COM
VZ
0.23%
COM
ETN
0.22%
SHS
CMCSA
0.22%
CL A
BAC
0.21%
COM
FDX
0.21%
COM
MCHP
0.21%
COM
COF
0.2%
COM
DFS
0.2%
COM
CVX
0.19%
COM
USB
0.19%
COM NEW
ANTM
0.18%
COM
CMI
0.18%
COM
KMI
0.18%
COM
VTI
0.17%
TOTAL STK MKT
FTV
0.17%
COM
DWDP
0.17%
COM
MO
0.17%
COM
PG
0.17%
COM
DLTR
0.16%
COM
SYK
0.16%
COM
GE
0.16%
COM
GOOG
0.16%
CAP STK CL C
NFLX
0.16%
COM
IWD
0.16%
RUS 1000 VAL ETF
D
0.16%
COM
MAR
0.15%
CL A
UBSI
0.15%
COM
BSV
0.15%
SHORT TRM BOND
MDY
0.15%
UTSER1 S&PDCRP
YUM
0.14%
COM
T
0.14%
COM
MDLZ
0.14%
CL A
KO
0.14%
COM
PFF
0.14%
U.S. PFD STK ETF
TREX
0.14%
COM
NOC
0.13%
COM
ADBE
0.13%
COM
RDS/A
0.13%
SPONS ADR A
AMGN
0.13%
COM
BBT
0.13%
COM
EOG
0.13%
COM
AXP
0.13%
COM
CSX
0.12%
COM
ADP
0.12%
COM
BMY
0.12%
COM
CELG
0.12%
COM
BWA
0.12%
COM
SCHO
0.12%
SHT TM US TRES
TJX
0.12%
COM
PNC
0.11%
COM
FULT
0.11%
COM
C
0.11%
COM NEW
SCHW
0.11%
COM
WFC
0.11%
COM
AL
0.11%
CL A
CCL
0.11%
PAIRED CTF
VCSH
0.1%
SHRT TRM CORP BD
FIS
0.1%
COM
COST
0.1%
COM
IWC
0.1%
MICRO-CAP ETF
DHI
0.1%
COM
MLM
0.1%
COM
ANDV
0.1%
COM
MMP
0.09%
COM UNIT RP LP
HON
0.09%
COM
AMAT
0.09%
COM
CSM
0.09%
PSHS LC COR PLUS
CB
0.09%
COM
AWK
0.09%
COM
VYM
0.08%
HIGH DIV YLD
DIS
0.08%
COM DISNEY
LOW
0.08%
COM
TOWN
0.08%
COM
GIS
0.08%
COM
CTSH
0.08%
CL A
AET
0.08%
COM
CSJ
0.08%
1-3 YR CR BD ETF
MDT
0.08%
SHS
MS
0.08%
COM NEW
WBA
0.08%
COM
ACN
0.07%
SHS CLASS A
APD
0.07%
COM
TROW
0.07%
COM
EFA
0.07%
MSCI EAFE ETF
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
ZTS
0.07%
CL A
DIA
0.07%
UT SER 1
IP
0.07%
COM
LLY
0.07%
COM
TY
0.06%
COM
CLX
0.06%
COM
TMO
0.06%
COM
GD
0.06%
COM
DHF
0.04%
PRN
WDC
0.11%
COM
BRK.A
0.09%
CL A
BA
0.07%
COM
YUMC
0.07%
COM