IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SVA Plumb Wealth Management, LLC

Q2 2019 Holdings

Filed 2019-08-13 | 207 holdings | $19.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Invesco Ftse Rafi US 1000(PRF)ETF46137V613$4593,9380.0%
Altria Group Inc COM(MO)COM02209S103$4649,8080.0%
Ishares TR Msci Small Cap(SCZ)ETF464288273$4728,2240.0%
Northrop Grumman Corp COM(NOC)COM666807102$4741,4680.0%
Tapestry Inc COM(TPR)COM876030107$47514,9550.0%
Ishares TR Msci GRW ETF(EFG)ETF464288885$4886,0460.0%
Oracle Corp(ORCL)COM68389X105$4888,5690.0%
AT&T Inc(T)COM00206R102$49814,8610.0%
Vanguard Dividend Appreciation(VIG)ETF921908844$5294,5970.0%
Sherwin Williams Co(SHW)COM824348106$5391,1770.0%
Ishares S&P 400 A Growth(IJK)ETF464287606$5432,4010.0%
Goldman Sachs Group Inc COM(GS)COM38141G104$5652,7600.0%
BB&T Corp COM(BBTUSD)COM054937107$57711,7450.0%
Philip Morris Intl Inc COM(PM)COM718172109$5887,4920.0%
Alliant Energy Corp COM(LNT)COM018802108$58811,9900.0%
Unitedhealth Group Inc COM(UNH)COM91324P102$6052,4790.0%
1/100 Berkshire Hathaway CLA 1COM084990175$6372000.0%
Emerson Elec Co COM(EMR)COM291011104$6419,6100.0%
Dupont de Nemours Inc COM(DD)COM26614N102$6488,6340.0%
Raytheon Co COM New(RTN1USD)COM755111507$6613,8010.0%
Vanguard Total Intl Bond ETF(BNDX)ETF92203J407$69212,0810.0%
Cardinal Health Inc COM(CAH)COM14149Y108$72015,2960.0%
Anheuser Busch Inbev Sponsored(BUD)ADR03524A108$7208,1320.0%
Invesco Ftse Rafi Developed MK(PXF)ETF46138E743$73818,1750.0%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$7682,1670.0%
Select Sector Spdr TR Communic(XLC)ETF81369Y852$77815,7990.0%
Ishares TR Russell MCP VL(IWS)ETF464287473$8879,9560.0%
MGE Energy Inc COM(MGEE)COM55277P104$91512,5220.0%
Ishares Russell 2000 Growth ET(IWO)ETF464287648$9334,6460.0%
Mondelez Intl Inc CL A(MDLZ)COM609207105$95017,6300.0%
Vanguard Total Stock Market in(VTI)ETF922908769$1.1K7,2690.0%
Schwab US Broad Market ETF(SCHB)ETF808524102$1.1K15,5710.0%
Nushares ETF TR ESG Small Cap(NUSC)ETF67092P607$1.1K37,7790.0%
Tencent Hldgs LTD ADR(TCEHY)FGN88032Q109$1.1K24,7460.0%
Associated Banc Corp COM(ASB)COM045487105$1.1K54,0320.0%
Spdr S&P 500 ETF TR TR Unit(SPY)ETF78462F103$1.2K4,0240.0%
Columbia ETF TR I Sustnble INTETF19761L201$1.2K48,2840.0%
Vanguard Small Cap Index ETF(VB)ETF922908751$1.2K7,8890.0%
Ulta Salon Cosmetcs & Frag Inc(ULTA)COM90384S303$1.3K3,7010.0%
Vanguard Index FDS SM CP VAL E(VBR)ETF922908611$1.3K10,0130.0%
Ishares TR ESG Msci Eafe(ESGD)ETF46435G516$1.4K21,2230.0%
Abiomed Inc COM(ABMDEUR)COM003654100$1.4K5,3850.0%
Vanguard Whitehall FDS Inc INT(VIGI)ETF921946810$1.4K20,6980.0%
Schwab Intermediate-Term US TR(SCHR)ETF808524854$1.4K25,7240.0%
Sysco Corp COM(SYY)COM871829107$1.4K20,3890.0%
Kansas City SouthernCOM485170302$1.5K12,2260.0%
Wyndham Hotels & Resorts Inc C(WH)COM98311A105$1.5K27,2760.0%
Citigroup Inc COM New(C)COM172967424$1.5K21,7890.0%
Select Sector Spdr TR SBI Int-(XLU)ETF81369Y886$1.6K26,2150.0%
Schwab Emerging Markets Equity(SCHE)ETF808524706$1.6K59,6650.0%
PreviousPage 2 of 5Next