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Institutional Investment Manager
SVA Wealth Management, LLC
SVA Wealth Management, LLC (CIK: 0001587836) incorporated in Wisconsin, located at 1221 John Q. Hammons Drive, Madison, WI. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q3)
Portfolio Summary: 206 holdings with a total value of $536,154,000.
#
Name
Shares
Value ($)
%
Options
Notes
201 WISDOMTREE TR 143,662 11,157,000 2.08%
202 APPLE INC 107,258 11,831,000 2.21%
203 SCHWAB U.S. SMALL-CAP ETF 264,301 13,424,000 2.50%
204 WISDOMTREE TR 196,903 14,472,000 2.70%
205 SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL INTL 790,212 18,760,000 3.50%
206 SCHWAB U.S. MID-CAP ETF 1,091,992 42,500,000 7.93%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001587836-15-000009, filed 2015.11.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.