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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
52
4
1
3
3
0
34
5
2
EVERMAY WEALTH MANAGEMENT LLC

Time Period2017-12-31

Total Holdings141

Total Value ($x1000)273,047
Activities
New42

Increased57

Unchanged17

Decreased25

Sold Out1

Top 10 Stock Holdingstotal 69.91%
SCHX22.3

IJH13.68

VOO9.57

SPY9.02

MINT3.58

 
IVV3.28

IJR3.04

VO2.4

AAPL1.78

AMZN1.26

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHX
22.3%
US LRG CAP ETF
IJH
13.68%
CORE S&P MCP ETF
VOO
9.57%
SHS
SPY
9.02%
TR UNIT
MINT
3.58%
ENHAN SHRT MAT
IVV
3.28%
CORE S&P500 ETF
IJR
3.04%
CORE S&P SCP ETF
VO
2.4%
MID CAP ETF
AAPL
1.78%
COM
AMZN
1.26%
COM
IWM
1.11%
RUSSELL 2000 ETF
PEP
1.09%
COM
PFE
0.87%
COM
XOM
0.87%
COM
JPM
0.82%
COM
GOOGL
0.73%
CAP STK CL A
VEA
0.67%
FTSE DEV MKT ETF
WFBI
0.57%
COM
HD
0.51%
COM
VYM
0.5%
HIGH DIV YLD
BRK.B
0.5%
CL B NEW
JNJ
0.5%
COM
MKC/V
0.49%
COM VTG
NSC
0.48%
COM
GE
0.46%
COM
DHR
0.44%
COM
INTC
0.43%
COM
IBM
0.43%
COM
SCHA
0.43%
US SML CAP ETF
ABBV
0.42%
COM
FB
0.41%
CL A
NEE
0.41%
COM
VZ
0.39%
COM
DVY
0.36%
SELECT DIVID ETF
MMM
0.36%
COM
GM
0.36%
COM
MCD
0.35%
COM
MSFT
0.33%
COM
LH
0.33%
COM NEW
V
0.31%
COM CL A
EPD
0.3%
COM
PG
0.28%
COM
DUK
0.28%
COM NEW
T
0.26%
COM
MO
0.26%
COM
CSCO
0.26%
COM
CMCSA
0.26%
CL A
MRK
0.26%
COM
MAR
0.26%
CL A
TRV
0.25%
COM
PNC
0.24%
COM
DWDP
0.23%
COM
AFL
0.22%
COM
UTX
0.2%
COM
PFF
0.2%
U.S. PFD STK ETF
COF
0.2%
COM
CVX
0.2%
COM
VNQ
0.2%
PRN
UBSI
0.19%
COM
SCHO
0.19%
SHT TM US TRES
D
0.19%
COM
USB
0.19%
COM NEW
MMP
0.19%
COM UNIT RP LP
IWD
0.18%
RUS 1000 VAL ETF
BSV
0.18%
SHORT TRM BOND
AXP
0.17%
COM
CELG
0.17%
COM
DLTR
0.17%
COM
VLO
0.16%
COM
AMAT
0.16%
COM
CAT
0.16%
COM
MDY
0.16%
UTSER1 S&PDCRP
CMI
0.16%
COM
GIS
0.15%
COM
FDX
0.15%
COM
KO
0.15%
COM
BBT
0.15%
COM
EFA
0.15%
MSCI EAFE ETF
FTV
0.15%
COM
HON
0.14%
COM
BA
0.14%
COM
DFS
0.14%
COM
ETN
0.14%
SHS
C
0.14%
COM NEW
COST
0.13%
COM
ADP
0.13%
COM
ANTM
0.13%
COM
FLO
0.13%
COM
VCSH
0.13%
SHRT TRM CORP BD
DHI
0.12%
COM
BAC
0.12%
COM
UNH
0.12%
COM
MCHP
0.12%
COM
IWC
0.12%
MICRO-CAP ETF
GOOG
0.12%
CAP STK CL C
AWK
0.12%
COM
TREX
0.11%
COM
HIG
0.11%
COM
YUM
0.11%
COM
ADBE
0.11%
COM
WBA
0.11%
COM
DES
0.11%
SMALLCAP DIVID
HCN
0.11%
COM
MDLZ
0.11%
CL A
SCHW
0.1%
COM
FIS
0.1%
COM
KR
0.1%
COM
DIS
0.1%
COM DISNEY
APD
0.1%
COM
NOC
0.1%
COM
CLX
0.1%
COM
LOW
0.1%
COM
MS
0.1%
COM NEW
TJX
0.1%
COM
CSM
0.1%
PSHS LC COR PLUS
QDF
0.1%
QUALT DIVD IDX
WFC
0.1%
COM
UNP
0.09%
COM
CSJ
0.09%
1-3 YR CR BD ETF
UPS
0.09%
CL B
AMGN
0.09%
COM
TROW
0.09%
COM
CB
0.09%
COM
BMY
0.08%
COM
BLL
0.08%
COM
ROK
0.08%
COM
APLE
0.08%
COM NEW
SLB
0.08%
COM
CL
0.08%
COM
ACN
0.08%
SHS CLASS A
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
NFLX
0.07%
COM
SYK
0.07%
COM
GD
0.07%
COM
AET
0.07%
COM
TY
0.07%
COM
DHF
0.06%
PRN
SBUX
0.11%
COM