Legal Name: EVERMAY WEALTH MANAGEMENT, LLC
報告期間:
Jun 30, 2019
有効日:
Jul 23, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
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 |
|
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