Avoid Fraud, Get The Facts, And Find The Best
Legal Name: EVERMAY WEALTH MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 23, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
SCHWAB STRATEGIC TR (808524201)
|
1,029,088 |
$72,232k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
198,645 |
$38,589k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
703,279 |
$35,438k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
114,144 |
$30,722k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
87,867 |
$25,745k |
|
|
PIMCO ETF TR (72201R833)
|
162,468 |
$16,531k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
42,322 |
$12,474k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
158,542 |
$12,411k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
39,206 |
$6,554k |
|
|
Amazon.com Inc (023135106)
|
2,887 |
$5,467k |
|
|
Apple Inc (037833100)
|
24,106 |
$4,771k |
|
|
PEPSICO INC (713448108)
|
22,237 |
$2,916k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
18,262 |
$2,840k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
38,155 |
$2,727k |
|
|
PFIZER INC (717081103)
|
61,040 |
$2,644k |
|
|
DANAHER CORP (235851102)
|
17,353 |
$2,480k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
21,393 |
$2,392k |
|
|
ALPHABET INC (02079K305)
|
2,159 |
$2,338k |
|
|
SANDY SPRING BANCORP (800363103)
|
63,932 |
$2,230k |
|
|
MICROSOFT CORP (594918104)
|
16,035 |
$2,148k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
37,252 |
$2,127k |
|
|
VISA INC COM CL A (92826C839)
|
10,938 |
$1,898k |
|
|
HOME DEPOT INC (437076102)
|
8,457 |
$1,759k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
41,833 |
$1,745k |
|
|
Exxon Mobil Corp (30231G102)
|
22,421 |
$1,718k |
|
|
MCCORMICK & CO INC COM VTG (579780107)
|
10,954 |
$1,698k |
|
|
JOHNSON & JOHNSON (478160104)
|
11,712 |
$1,631k |
|
|
NORFOLK SOUTHERN (655844108)
|
8,077 |
$1,610k |
|
|
Facebook Inc (30303M102)
|
7,953 |
$1,535k |
|
|
MERCK & CO INC (58933Y105)
|
18,124 |
$1,520k |
|
|
Hartford Multifactor Dev Mkts (518416102)
|
49,751 |
$1,401k |
|
|
INTEL CORP (458140100)
|
29,083 |
$1,392k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
6,343 |
$1,352k |
|
|
Valero Energy Corp (91913Y100)
|
15,652 |
$1,340k |
|
|
NEXTERA ENERGY INC (65339F101)
|
6,456 |
$1,323k |
|
|
CISCO SYSTEMS INC (17275R102)
|
22,167 |
$1,213k |
|
|
KINDER MORGAN INC (49456B101)
|
53,310 |
$1,113k |
|
|
DUKE ENERGY CORP (26441C204)
|
12,031 |
$1,062k |
|
|
DOMINION ENERGY INC (25746U109)
|
13,674 |
$1,057k |
|
|
MCDONALDS CORP (580135101)
|
4,926 |
$1,023k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
17,820 |
$1,018k |
|
|
UNITED TECHNOLOGIES (913017109)
|
7,681 |
$1,000k |
|
|
ABBVIE INC (00287Y109)
|
12,854 |
$935k |
|
|
ISHARES (464287168)
|
9,378 |
$934k |
|
|
COMCAST CORP (20030N101)
|
21,955 |
$928k |
|
|
LABORATORY CORP AMER (50540R409)
|
5,139 |
$889k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
12,231 |
$863k |
|
|
General Motors Co (37045V100)
|
22,046 |
$849k |
|
|
PROCTER & GAMBLE CO (742718109)
|
7,477 |
$820k |
|
|
TRAVELERS CO(THE) (89417E109)
|
5,197 |
$777k |
|
|
ENTERPRISE PRODS (293792107)
|
25,725 |
$743k |
|
|
DISNEY WALT CO (254687106)
|
5,279 |
$737k |
|
|
INTL BUSINESS MCHN (459200101)
|
5,140 |
$709k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
16,259 |
$692k |
|
|
VANGUARD INDEX FDS (922908652)
|
5,830 |
$691k |
|
|
EATON CORPORATION (G29183103)
|
8,120 |
$676k |
|
|
AT&T INC (00206R102)
|
18,960 |
$635k |
|
|
Bank of America Corp. (060505104)
|
21,904 |
$635k |
|
|
CUMMINS INC (231021106)
|
3,698 |
$634k |
|
|
Chevron Corp (166764100)
|
5,051 |
$629k |
|
|
American Express Co. (025816109)
|
5,056 |
$624k |
|
|
EMERSON ELEC CO (291011104)
|
9,323 |
$622k |
|
|
Royal Dutch Shell PLC (780259206)
|
9,320 |
$606k |
|
|
CAPITAL ONE FINL CO (14040H105)
|
6,451 |
$585k |
|
|
ANTHEM INC (036752103)
|
2,063 |
$582k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
3,838 |
$576k |
|
|
BB&T CORPORATION (054937107)
|
11,303 |
$555k |
|
|
STRYKER CORP (863667101)
|
2,672 |
$549k |
|
|
FORTIVE CORPORATION (34959J108)
|
6,570 |
$536k |
|
|
GENERAL ELECTRIC CO (369604103)
|
50,060 |
$526k |
|
|
YUM BRANDS INC (988498101)
|
4,671 |
$517k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
3,972 |
$505k |
|
|
Caterpillar Inc (149123101)
|
3,615 |
$493k |
|
|
DISCOVER FINL SVCS (254709108)
|
6,359 |
$493k |
|
|
ADP (053015103)
|
2,967 |
$491k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
6,042 |
$487k |
|
|
NORTHROP GRUMMAN CO (666807102)
|
1,481 |
$479k |
|
|
3M CO (88579Y101)
|
2,750 |
$477k |
|
|
US BANCORP DEL (902973304)
|
9,069 |
$475k |
|
|
UNITED PARCEL SERVIC (911312106)
|
4,516 |
$466k |
|
|
DOLLAR TREE INC (256746108)
|
4,270 |
$459k |
|
|
ADOBE INC (00724F101)
|
1,544 |
$455k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
1,274 |
$452k |
|
|
Alphabet Inc (02079K107)
|
403 |
$436k |
|
|
COCA-COLA CO (191216100)
|
8,563 |
$436k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
5,247 |
$423k |
|
|
CSX CORP (126408103)
|
5,454 |
$422k |
|
|
Bristol-Myers Squibb Co (110122108)
|
9,262 |
$420k |
|
|
MONDELEZ INTL INC (609207105)
|
7,636 |
$412k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
1,674 |
$409k |
|
|
LYONDELLBASELL INDUS (N53745100)
|
4,729 |
$407k |
|
|
Trex Inc (TREX) (89531P105)
|
5,667 |
$406k |
|
|
PNC FINL SVCS GRP (693475105)
|
2,950 |
$405k |
|
|
Netflix Inc (64110L106)
|
1,070 |
$393k |
|
|
MARRIOTT INTL INC (571903202)
|
2,790 |
$391k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
2,104 |
$389k |
|
|
MEDTRONIC PLC (G5960L103)
|
3,978 |
$387k |
|
|
AMGEN INC (031162100)
|
2,100 |
$387k |
|
|
RAYTHEON (755111507)
|
2,160 |
$376k |
|
|
COSTCO WHSL CORP (22160K105)
|
1,397 |
$369k |
|
|
TJX COMPANIES INC (872540109)
|
6,830 |
$361k |
|
|
D R HORTON INC (23331A109)
|
8,211 |
$354k |
|
|
LILLY ELI & CO (532457108)
|
3,080 |
$341k |
|
|
CELGENE CORP (151020104)
|
3,655 |
$338k |
|
|
AMERICAN WTR WKS CO (030420103)
|
2,889 |
$335k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
1,466 |
$332k |
|
|
ECOLAB INC (278865100)
|
1,618 |
$319k |
|
|
ALTRIA GROUP INC (02209S103)
|
6,635 |
$314k |
|
|
WELLS FARGO CO NEW (949746101)
|
6,537 |
$309k |
|
|
SUNTRUST BANKS INC (867914103)
|
4,850 |
$305k |
|
|
MARKEL CORP (570535104)
|
278 |
$303k |
|
|
CHUBB LIMITED (H1467J104)
|
2,038 |
$300k |
|
|
ROCKWELL AUTOMATION (773903109)
|
1,795 |
$294k |
|
|
DXC TECHNOLOGY CO (23355L106)
|
5,313 |
$293k |
|
|
MORGAN STANLEY (617446448)
|
6,675 |
$292k |
|
|
ZOETIS INC (98978V103)
|
2,540 |
$288k |
|
|
Applied Materials, Inc. (038222105)
|
6,409 |
$288k |
|
|
MOTOROLA SOLUTIONS (620076307)
|
1,720 |
$287k |
|
|
ISHARES (464288869)
|
3,053 |
$284k |
|
|
SCHWAB STRATEGIC T (808524862)
|
5,585 |
$283k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,771 |
$279k |
|
|
FIDELITY NATL INFO (31620M106)
|
2,266 |
$278k |
|
|
FULTON FINL CORP (360271100)
|
16,845 |
$276k |
|
|
MAGELLAN MIDSTREAM (559080106)
|
4,264 |
$273k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
4,950 |
$271k |
|
|
ISHARES (464288646)
|
5,042 |
$269k |
|
|
MICROCHIP TECHNOLOGY (595017104)
|
3,035 |
$263k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
869 |
$255k |
|
|
GENERAL DYNAMICS (369550108)
|
1,393 |
$253k |
|
|
Charles Schwab Corp/The (808513105)
|
6,230 |
$250k |
|
|
YUM CHINA HLDGS INC (98850P109)
|
5,216 |
$241k |
|
|
ORACLE CORP (68389X105)
|
4,184 |
$238k |
|
|
UNITED BANKSHARES INC/WV (909907107)
|
6,152 |
$228k |
|
|
TARGET CORPORATION (87612E106)
|
2,624 |
$227k |
|
|
PROSHARES TR (74347R248)
|
3,196 |
$225k |
|
|
LOWES CO (548661107)
|
2,177 |
$220k |
|
|
TOWNEBANK PORTSMOUTH VA (89214P109)
|
8,060 |
$220k |
|
|
GENERAL MILLS INC (370334104)
|
4,167 |
$219k |
|
|
SPDR DOW JONES INDL (78467X109)
|
800 |
$213k |
|
|
BORGWARNER INC (099724106)
|
5,011 |
$210k |
|
|
MARTIN MARIETTA MATL (573284106)
|
910 |
$209k |
|
|
CLOROX CO (189054109)
|
1,365 |
$209k |
|
|
FLEXSHARES TR (33939L860)
|
4,660 |
$209k |
|
|
TRI CONTL CORP (895436103)
|
7,436 |
$201k |
|
|
FORD MOTOR CO (345370860)
|
13,689 |
$140k |
|
|
BNY MELLON HIGH YIELD STRATE (09660L105)
|
25,210 |
$76k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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