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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 VANGUARD TAX-MANAGED FDS 178,634 6,316 3.30%
3 SCHWAB SHORT-TERM US TREASURY ETF 162,119 8,262 4.32%
4 ISHARES TR 161,484 24,124 12.60%
5 SPDR S&P 500 ETF TR 114,478 23,980 12.53%
6 VANGUARD INDEX FDS 103,067 19,809 10.35%
7 GENERAL ELECTRIC CO 69,969 2,203 1.15%
8 PIMCO ETF TR 63,963 6,471 3.38%
9 PFIZER INC 62,360 2,196 1.15%
10 ISHARES TR 56,246 6,536 3.41%
11 FORD MTR CO DEL 53,680 675 0.35%
12 VANGUARD WHITEHALL FDS 46,763 3,342 1.75%
13 VANGUARD INDEX FDS 41,993 5,192 2.71%
14 WASHINGTONFIRST BANKSHARES I 41,808 903 0.47%
15 BT GROUP PLC 27,190 757 0.40%
16 EXXON MOBIL CORP 24,223 2,271 1.19%
17 VANGUARD INDEX FDS 24,198 2,146 1.12% PRN
18 ISHARES TR 21,259 2,444 1.28%
19 APPLE INC 19,385 1,853 0.97%
20 ISHARES TR 16,600 3,494 1.82%
21 ENTERPRISE PRODS PARTNERS L 16,095 471 0.25%
22 MCCORMICK CO INC 13,627 1,446 0.76%
23 TRI CONTL CORP 13,467 277 0.14%
24 UNITED BANKSHARES INC WEST VA COM 12,729 477 0.25%
25 VERIZON COMMUNICATIONS INC 12,404 693 0.36%
26 JPMORGAN CHASE & CO 11,082 689 0.36%
27 ISHARES TR 10,837 924 0.48%
28 SCHWAB U.S. SMALL-CAP ETF 10,774 582 0.30%
29 CISCO SYS INC 10,386 298 0.16%
30 AES CORP 10,000 125 0.07%
31 GENERAL MTRS CO 9,921 281 0.15%
32 AT&T INC 9,674 418 0.22%
33 WELLS FARGO & CO NEW 9,309 441 0.23%
34 PEPSICO INC 9,122 966 0.50%
35 INTEL CORP 8,816 289 0.15%
36 D R HORTON INC 8,153 257 0.13%
37 ISHARES TR 8,134 454 0.24%
38 COMCAST CORP NEW 7,995 521 0.27%
39 DANAHER CORP DEL 7,170 724 0.38%
40 INTERNATIONAL BUSINESS MACHS 6,841 1,038 0.54%
41 ABBVIE INC 6,826 423 0.22%
42 FLEXSHARES QUALITY DIVIDEND INDEX FUND 6,820 250 0.13%
43 VANGUARD INTL EQUITY INDEX F 5,998 211 0.11%
44 STARBUCKS CORP 5,782 330 0.17%
45 MICROSOFT CORP 5,613 287 0.15%
46 GENERAL MLS INC 5,564 397 0.21%
47 NORFOLK SOUTHERN CORP 5,358 456 0.24%
48 NEXTERA ENERGY INC 5,175 675 0.35%
49 MCDONALDS CORP 5,002 602 0.31%
50 COCA COLA CO 4,997 227 0.12%
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