$226 Million is the total value of EVERMAY WEALTH MANAGEMENT LLC's 99 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $371,000 | – | 11,390 | +100.0% | 0.16% | – |
IGSB | New | ISHARES TR1-3 yr cr bd etf | $220,000 | – | 2,085 | +100.0% | 0.10% | – |
ROP | New | ROPER TECHNOLOGIES INC | $210,000 | – | 905 | +100.0% | 0.09% | – |
VTI | New | VANGUARD INDEX FDStotal stk mkt | $200,000 | – | 1,607 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-02
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 40 | Q3 2023 | 22.2% |
SPDR S&P 500 ETF TR | 40 | Q3 2023 | 29.5% |
PIMCO ETF TR | 40 | Q3 2023 | 5.7% |
ISHARES TR | 40 | Q3 2023 | 4.3% |
ISHARES TR | 40 | Q3 2023 | 4.0% |
ISHARES TR | 40 | Q3 2023 | 5.7% |
AMAZON COM INC | 40 | Q3 2023 | 2.4% |
EXXON MOBIL CORP | 40 | Q3 2023 | 2.3% |
DANAHER CORPORATION | 40 | Q3 2023 | 1.8% |
JPMORGAN CHASE & CO | 40 | Q3 2023 | 0.9% |
View EVERMAY WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-12 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-15 |
13F-HR | 2023-01-19 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
13F-HR/A | 2021-11-12 |
View EVERMAY WEALTH MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.