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Institutional Investment Manager
EVERMAY WEALTH MANAGEMENT LLC
EVERMAY WEALTH MANAGEMENT LLC (CIK: 0001066816) incorporated in Virginia, located at 3901 Fairfax Drive, Arlington, VA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Original 13F HR (0001172661-16-003646) filed in 2016.08.03
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB U.S. LARGE-CAP ETF 871,730 43,386 22.66%
2 ISHARES TR 161,484 24,124 12.60%
3 SPDR S&P 500 ETF TR 114,478 23,980 12.53%
4 VANGUARD INDEX FDS 103,067 19,809 10.35%
5 SCHWAB SHORT-TERM US TREASURY ETF 162,119 8,262 4.32%
6 ISHARES TR 56,246 6,536 3.41%
7 PIMCO ETF TR 63,963 6,471 3.38%
8 VANGUARD TAX-MANAGED FDS 178,634 6,316 3.30%
9 VANGUARD INDEX FDS 41,993 5,192 2.71%
10 ISHARES TR 16,600 3,494 1.82%
11 VANGUARD WHITEHALL FDS 46,763 3,342 1.75%
12 ISHARES TR 21,259 2,444 1.28%
13 EXXON MOBIL CORP 24,223 2,271 1.19%
14 GENERAL ELECTRIC CO 69,969 2,203 1.15%
15 PFIZER INC 62,360 2,196 1.15%
16 VANGUARD INDEX FDS 24,198 2,146 1.12% PRN
17 APPLE INC 19,385 1,853 0.97%
18 AMAZON COM INC 2,302 1,647 0.86%
19 MCCORMICK CO INC 13,627 1,446 0.76%
20 INTERNATIONAL BUSINESS MACHS 6,841 1,038 0.54%
21 PEPSICO INC 9,122 966 0.50%
22 ISHARES TR 10,837 924 0.48%
23 WASHINGTONFIRST BANKSHARES I 41,808 903 0.47%
24 BT GROUP PLC ADR 27,190 757 0.40%
25 DANAHER CORP DEL 7,170 724 0.38%
26 BERKSHIRE HATHAWAY INC DEL 4,882 707 0.37%
27 VERIZON COMMUNICATIONS INC 12,404 693 0.36%
28 JPMORGAN CHASE & CO 11,082 689 0.36%
29 FORD MTR CO DEL 53,680 675 0.35%
30 NEXTERA ENERGY INC 5,175 675 0.35%
31 MCDONALDS CORP 5,002 602 0.31%
32 SCHWAB U.S. SMALL-CAP ETF 10,774 582 0.30%
33 JOHNSON & JOHNSON 4,707 571 0.30%
34 LABORATORY CORP AMER HLDGS 4,197 547 0.29%
35 COMCAST CORP NEW 7,995 521 0.27%
36 UNITED BANKSHARES INC WEST VA COM 12,729 477 0.25%
37 ENTERPRISE PRODS PARTNERS L 16,095 471 0.25%
38 NORFOLK SOUTHN CORP 5,358 456 0.24%
39 ISHARES TR 8,134 454 0.24%
40 WELLS FARGO & CO NEW 9,309 441 0.23%
41 ABBVIE INC 6,826 423 0.22%
42 AT&T INC 9,674 418 0.22%
43 ISHARES TR 3,945 407 0.21%
44 GENERAL MLS INC 5,564 397 0.21%
45 ALPHABET INC 515 362 0.19%
46 VANGUARD BD INDEX FDS 4,405 357 0.19%
47 SPDR S&P MIDCAP 400 ETF TR 1,279 348 0.18%
48 MAGELLAN MIDSTREAM PRTNRS LP 4,364 332 0.17%
49 STARBUCKS CORP 5,782 330 0.17%
50 TJX COS INC NEW 3,970 307 0.16%
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