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Evermay Wealth Management LLC

Q4 2013 Holdings

Filed 2014-02-14 | 46 holdings | $399.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Abbvie Inc(ABBV)COM00287Y109$328.0K6,20482.1%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$21.2K114,8355.3%
Ishares(IJH)CORE S&P MCP ETF464287507$15.9K119,1404.0%
Vanguard Whitehall FDS Inc(VYM)HIGH DIV YLD921946406$4.1K66,1421.0%
Ishares(IWM)RUSSELL 2000 ETF464287655$4.1K35,3901.0%
Pimco ETF TR(MINT)ENHAN SHRT MAT72201R833$4.0K39,2281.0%
Schwab Strategic TR(SCHD)US DIVIDEND EQ808524797$2.0K54,5550.5%
Danaher Corp del(DHR)COM235851102$1.3K16,3540.3%
Flexshares TR(QDF)QUALT DIVD IDX33939L860$1.1K34,3960.3%
TJX COS Inc New(TJX)COM872540109$1.1K16,6080.3%
Mccormick & Co Inc(MKC/V)COM VTG579780107$93713,6270.2%
Mcdonalds Corp(MCD)COM580135101$8879,1460.2%
Exxon Mobil Corp(XOM)COM30231G102$8818,7030.2%
Ishares(DVY)SELECT DIVID ETF464287168$86012,0480.2%
Ishares(IJR)CORE S&P SCP ETF464287804$8447,7310.2%
Ford MTR Co del(F)COM PAR $0.01345370860$83554,1000.2%
Ishares(IWC)MICRO-CAP ETF464288869$81210,8110.2%
Starbucks Corp(SBUX)COM855244109$80610,2760.2%
Johnson & Johnson(JNJ)COM478160104$5485,9860.1%
Proshares TR(CSM)PSHS LC COR PLUS74347R248$5386,1150.1%
Vanguard Specialized Portfol(VIG)DIV APP ETF921908844$5126,8050.1%
Amazon COM Inc(AMZN)COM023135106$5121,2840.1%
Wisdomtree TR(DES)SMALLCAP DIVID97717W604$4686,9000.1%
Nextera Energy Inc(NEE)COM65339F101$4625,3950.1%
Enterprise Prods Partners L(EPD)COM293792107$4286,4540.1%
Ishares(IVV)CORE S&P500 ETF464287200$4152,2350.1%
Precision Castparts CorpCOM740189105$4071,5120.1%
Pepsico Inc(PEP)COM713448108$4014,8350.1%
Health Care REIT IncCOM42217K106$3997,4530.1%
JPMorgan Chase & Co(JPM)COM46625H100$3776,4410.1%
Ishares(IWD)RUS 1000 VAL ETF464287598$3723,9450.1%
Sigma Aldrich CorpCOM826552101$3633,8570.1%
Price T Rowe Group Inc(TROW)COM74144T108$3534,2120.1%
Ishares(EEMV)EM MK MINVOL ETF464286533$3345,7350.1%
General Electric CoCOM369604103$33011,7730.1%
Ishares(IDV)INTL SEL DIV ETF464288448$3218,4660.1%
Washingtonfirst Bankshares ICOM940730104$30221,1020.1%
FMC Technologies IncCOM30249U101$2755,2610.1%
Magellan Midstream Prtnrs LP(WEP)COM UNIT RP LP559080106$2704,2640.1%
TRI Contl Corp(TY)COM895436103$26913,4680.1%
Ishares(EEM)MSCI EMG MKT ETF464287234$2606,2240.1%
United Bankshares Inc West V(UBSI)COM909907107$2367,5000.1%
Laboratory Corp Amer HldgsCOM NEW50540R409$2352,5730.1%
Procter & Gamble Co(PG)COM742718109$2302,8290.1%
Colgate Palmolive Co(CL)COM194162103$2103,2180.1%
AES Corp(AES)COM00130H105$15010,3060.0%