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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
51 PIMCO ETF TR 63,963 6,471 3.38%
52 PNC FINL SVCS GROUP INC 3,117 254 0.13%
53 PROCTER AND GAMBLE CO 3,557 301 0.16%
54 PROSHARES TR 4,620 236 0.12%
55 SCHWAB SHORT-TERM US TREASURY ETF 162,119 8,262 4.32%
56 SCHWAB U.S. LARGE-CAP ETF 871,730 43,386 22.66%
57 SCHWAB U.S. SMALL-CAP ETF 10,774 582 0.30%
58 SPDR S&P 500 ETF TR 114,478 23,980 12.53%
59 SPDR S&P MIDCAP 400 ETF TR 1,279 348 0.18%
60 STARBUCKS CORP 5,782 330 0.17%
61 TARGET CORP 3,027 211 0.11%
62 TJX COS INC NEW 3,970 307 0.16%
63 TRI CONTL CORP 13,467 277 0.14%
64 UNITED BANKSHARES INC WEST VA COM 12,729 477 0.25%
65 VANGUARD BD INDEX FDS 4,405 357 0.19%
66 VANGUARD INDEX FDS 103,067 19,809 10.35%
67 VANGUARD INDEX FDS 24,198 2,146 1.12% PRN
68 VANGUARD INDEX FDS 41,993 5,192 2.71%
69 VANGUARD INTL EQUITY INDEX F 5,998 211 0.11%
70 VANGUARD SCOTTSDALE FDS 2,590 209 0.11%
71 VANGUARD TAX-MANAGED FDS 178,634 6,316 3.30%
72 VANGUARD WHITEHALL FDS 46,763 3,342 1.75%
73 VERIZON COMMUNICATIONS INC 12,404 693 0.36%
74 WALGREENS BOOTS ALLIANCE INC 2,510 209 0.11%
75 WASHINGTONFIRST BANKSHARES I 41,808 903 0.47%
76 WELLS FARGO & CO NEW 9,309 441 0.23%
77 WELLTOWER INC 3,651 278 0.15%
78 WISDOMTREE TR 3,800 272 0.14%
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