EW

EVERMAY WEALTH MANAGEMENT LLC

13F
EVERMAY WEALTH MANAGEMENT LLC
Last update 2024-10-25 588 Stocks (32 new)
Value $622.00 Mil Turnover 15 %
Countries:
Top Holdings: SCHX(18.70%)VOO(11.73%)IJH(7.10%)SPY(5.28%)IVV(4.68%)
Portfolio Report
Summary Stock Picks Current Portfolio
EVERMAY WEALTH MANAGEMENT LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX 		Schwab U.S. Large-Cap ETF
5,144,409
116349.410
+195.02%
18.700
+12.36%
0.080
+13.25%
+25.96%
52078.240
 
VOO 		Vanguard S&P 500 ETF
137,941
72983.740
-1.87%
11.730
-0.21%
0.020
+12.76%
+25.90%
512010.132
 
IJH 		iShares Core S&P Mid-Cap ETF
709,144
44193.840
-3.43%
7.100
-0.24%
0.050
+12.30%
+18.94%
97378.012
 
SPY 		S&P 500 ETF TRUST ETF
57,117
32863.830
-1.82%
5.280
-0.09%
0.010
+12.73%
+25.85%
618697.219
 
IVV 		iShares Core S&P 500 ETF
50,511
29135.790
-2.34%
4.680
-0.11%
0.010
+12.66%
+25.86%
566290.956
 
AAPL 		Apple Inc
59,822
13938.430
-1.21%
2.240
-0.02%
0.000
+6.64%
+18.46%
3430687.188
Hardware
IJR 		iShares Core S&P Small-Cap ETF
105,680
12360.320
-3.13%
1.990
-0.06%
0.010
+12.66%
+14.78%
92263.972
 
VYM 		Vanguard High Dividend Yield Indx ETF
90,959
11660.920
-2.62%
1.870
-0.05%
0.020
+10.15%
+18.70%
58918.908
 
VTI 		Vanguard Total Stock Market ETF
41,075
11651.340
-4.35%
1.870
-0.08%
0.000
+13.34%
+25.08%
440602.207
 
XSOE 		WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
307,416
10153.950
+6.18%
1.630
+0.09%
0.500
+6.49%
+11.32%
1961.150
 

EVERMAY WEALTH MANAGEMENT LLC's Historical Top Holdings Breakdowns

EVERMAY WEALTH MANAGEMENT LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+12.36%
●
20.37 ($21.79) 22.62
$23.68
8.67%
Add 195.02%
5,144,409
1,133,551
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-09-30Reduce
-3.21%
●
100.3 ($100.53) 100.74
$100.44
-0.09%
Reduce -78.32%
55,077
-198,949
VTIP 		Vanguard Short-Term Inflation-Protected Securities2024-09-30Sold Out
-0.93%
●
48.06 ($48.7) 49.39
$48.89
0.39%
Sold Out
0
-119,014
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Reduce
-0.49%
●
96.25 ($99.77) 101.98
$98.50
-1.27%
Reduce -58.72%
22,332
-31,766
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF2024-09-30Add
+0.48%
●
50.29 ($52.88) 54.92
$57.84
9.38%
Add 63.78%
141,248
55,005
PJAN 		Innovator U.S. Equity Power Buffer ETF - January2024-09-30Add
+0.47%
●
39.31 ($40.61) 41.32
$41.81
2.95%
Add 3723.7%
72,268
70,378
SPSM 		SPDR Portfolio S&P 600 Small Cap ETF2024-09-30Add
+0.40%
●
41.02 ($43.93) 46.01
$48.34
10.04%
Add 36.97%
201,820
54,472
SPLG 		SPDR Portfolio S&P 500 ETF2024-09-30Add
+0.35%
●
60.84 ($65.03) 67.51
$70.37
8.21%
Add 48.84%
99,326
32,593
IJH 		iShares Core S&P Mid-Cap ETF2024-09-30Reduce
-0.24%
●
57.32 ($60.3) 62.65
$65.93
9.34%
Reduce -3.43%
709,144
-25,159
VOO 		Vanguard S&P 500 ETF2024-09-30Reduce
-0.21%
●
475.2 ($508.3) 527.7
$549.95
8.19%
Reduce -1.87%
137,941
-2,627

EVERMAY WEALTH MANAGEMENT LLC Total Holding History ($B)

To

EVERMAY WEALTH MANAGEMENT LLC's Asset Allocation

To

EVERMAY WEALTH MANAGEMENT LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

EVERMAY WEALTH MANAGEMENT LLC's Hypothetical Growth since 2024-09-30

EVERMAY WEALTH MANAGEMENT LLC's Yearly Returns

Year Portfolio % % Excess Gain %

EVERMAY WEALTH MANAGEMENT LLC's Holdings Heat Map

Size field:

EVERMAY WEALTH MANAGEMENT LLC's Holdings Bubble Chart

EVERMAY WEALTH MANAGEMENT LLC News

  • 1

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