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Evermay Wealth Management LLC

Q2 2014 Holdings

Filed 2014-08-06 | 80 holdings | $1.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Cisco SYS Inc(CSCO)COM17275R102$412.0K16,59522.0%
Abbvie Inc(ABBV)COM00287Y109$386.0K6,84720.6%
Conocophillips(COP)COM20825C104$372.0K4,33619.8%
Cummins Inc(CMI)COM231021106$348.0K2,25518.6%
Adobe SYS Inc(ADBE)COM00724F101$244.0K3,37413.0%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$22.1K112,9961.2%
Ishares(IJH)CORE S&P MCP ETF464287507$17.9K124,7761.0%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$16.6K353,6620.9%
Ishares(IJR)CORE S&P SCP ETF464287804$5.0K44,2300.3%
Schwab Strategic TR(SCHD)US DIVIDEND EQ808524797$4.7K122,2250.2%
Vanguard Whitehall FDS Inc(VYM)HIGH DIV YLD921946406$4.5K67,0990.2%
Pimco ETF TR(MINT)ENHAN SHRT MAT72201R833$4.1K39,9380.2%
Ishares(IWM)RUSSELL 2000 ETF464287655$3.3K27,9080.2%
Exxon Mobil Corp(XOM)COM30231G102$2.7K26,6300.1%
Pfizer Inc(PFE)COM717081103$1.6K52,7160.1%
Apple Inc(AAPL)COM037833100$1.5K15,9510.1%
General Electric CoCOM369604103$1.5K55,7200.1%
International Business Machs(IBM)COM459200101$1.3K7,3620.1%
Mccormick & Co Inc(MKC/V)COM VTG579780107$97113,6270.1%
Johnson & Johnson(JNJ)COM478160104$9308,8930.0%
Mcdonalds Corp(MCD)COM580135101$9239,1640.0%
Ishares(DVY)SELECT DIVID ETF464287168$89211,5830.0%
Ford MTR Co del(F)COM PAR $0.01345370860$86450,1050.0%
Danaher Corp del(DHR)COM235851102$82510,4730.0%
Pepsico Inc(PEP)COM713448108$7728,6380.0%
JPMorgan Chase & Co(JPM)COM46625H100$73312,7140.0%
Ishares(EFA)MSCI EAFE ETF464287465$72910,6570.0%
Chevron Corp New(CVX)COM166764100$6124,6880.0%
Ishares(IWC)MICRO-CAP ETF464288869$5877,7100.0%
Norfolk Southern Corp(NSC)COM655844108$5795,6160.0%
Proshares TR(CSM)PSHS LC COR PLUS74347R248$5716,0150.0%
Verizon Communications Inc(VZ)COM92343V104$57111,6790.0%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$5524,3620.0%
Comcast Corp New(CMCSA)CL A20030N101$54310,1100.0%
General MLS Inc(GIS)COM370334104$53510,1870.0%
Nextera Energy Inc(NEE)COM65339F101$5135,0010.0%
Enterprise Prods Partners L(EPD)COM293792107$5056,4540.0%
Emerson Elec Co(EMR)COM291011104$4967,4740.0%
Procter & Gamble Co(PG)COM742718109$4936,2750.0%
Duke Energy Corp New(DUK)COM NEW26441C204$4926,6380.0%
Ishares(IVV)CORE S&P500 ETF464287200$4792,4340.0%
Intel Corp(INTC)COM458140100$45114,6000.0%
Wisdomtree TR(DES)SMALLCAP DIVID97717W604$4366,2300.0%
BB&T Corp(BBTUSD)COM054937107$43110,9430.0%
Microsoft Corp(MSFT)COM594918104$4139,8950.0%
Washingtonfirst Bankshares ICOM940730104$41327,7160.0%
United Bankshares Inc West V(UBSI)COM909907107$40712,5870.0%
Ishares(IWD)RUS 1000 VAL ETF464287598$4003,9450.0%
Dominion RES Inc VA New(D)COM25746U109$3895,4330.0%
Magellan Midstream Prtnrs LP(WEP)COM UNIT RP LP559080106$3734,4340.0%
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