0001172661-14-000956.txt : 20140509 0001172661-14-000956.hdr.sgml : 20140509 20140509113957 ACCESSION NUMBER: 0001172661-14-000956 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140509 DATE AS OF CHANGE: 20140509 EFFECTIVENESS DATE: 20140509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EVERMAY WEALTH MANAGEMENT LLC CENTRAL INDEX KEY: 0001066816 IRS NUMBER: 900439516 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-07230 FILM NUMBER: 14827645 BUSINESS ADDRESS: STREET 1: 1776 WILSON BOULEVARD STREET 2: SUITE 310 CITY: ARLINGTON STATE: VA ZIP: 22209 BUSINESS PHONE: (703) 822-5696 MAIL ADDRESS: STREET 1: 1776 WILSON BOULEVARD STREET 2: SUITE 310 CITY: ARLINGTON STATE: VA ZIP: 22209 FORMER COMPANY: FORMER CONFORMED NAME: AYRSHIRE ASSOCIATES INC DATE OF NAME CHANGE: 19990402 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001066816 XXXXXXXX 03-31-2014 03-31-2014 false EVERMAY WEALTH MANAGEMENT LLC

1776 Wilson Boulevard Suite 310 Arlington VA 22209

13F COMBINATION REPORT 028-07230 0001053187 028-06808 Natixis Global Asset Management, L.P. 0001259887 028-10665 LONDON CO OF VIRGINIA 0000932859 028-04558 PARAMETRIC PORTFOLIO ASSOCIATES LLC 0000859804 028-05973 WEDGEWOOD PARTNERS INC 0001600145 028-15895 Van Hulzen Asset Management, LLC N Damon White 703-822-5696 /s/ Damon White Arlington VA 05-09-2014 0 65 93881 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 293 5697 SH SOLE 4765 0 932 AES CORP COM 00130H105 146 10250 SH SOLE 250 0 10000 AMAZON COM INC COM 023135106 393 1170 SH SOLE 1170 0 0 APPLE INC COM 037833100 1029 1918 SH SOLE 1733 0 185 AT&T INC COM 00206R102 266 7580 SH SOLE 5535 0 2045 BB&T CORP COM 054937107 253 6318 SH SOLE 6318 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 320 2562 SH SOLE 2062 0 500 CHEVRON CORP NEW COM 166764100 351 2952 SH SOLE 2510 0 442 COCA COLA CO COM 191216100 250 6474 SH SOLE 6474 0 0 CONOCOPHILLIPS COM 20825C104 281 4000 SH SOLE 4000 0 0 CUMMINS INC COM 231021106 440 2955 SH SOLE 2955 0 0 DANAHER CORP DEL COM 235851102 1187 15828 SH SOLE 15828 0 0 DOMINION RES INC VA NEW COM 25746U109 230 3233 SH SOLE 2623 0 610 DUKE ENERGY CORP NEW COM NEW 26441C204 337 4735 SH SOLE 4066 0 669 E M C CORP MASS COM 268648102 259 9425 SH SOLE 9425 0 0 EMERSON ELEC CO COM 291011104 288 4304 SH SOLE 4304 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 448 6454 SH SOLE 6454 0 0 EXXON MOBIL CORP COM 30231G102 853 8733 SH SOLE 8733 0 0 FLEXSHARES TR QUALT DIVD IDX 33939L860 299 8870 SH SOLE 8870 0 0 FMC TECHNOLOGIES INC COM 30249U101 275 5255 SH SOLE 5255 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 782 50104 SH SOLE 104 0 50000 GENERAL ELECTRIC CO COM 369604103 412 15921 SH SOLE 14921 0 1000 GENERAL MLS INC COM 370334104 268 5170 SH SOLE 5170 0 0 GOOGLE INC CL A 38259P508 606 544 SH SOLE 544 0 0 HEALTH CARE REIT INC COM 42217K106 267 4485 SH SOLE 4485 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 359 1866 SH SOLE 1866 0 0 ISHARES SELECT DIVID ETF 464287168 849 11578 SH SOLE 11578 0 0 ISHARES CORE S&P500 ETF 464287200 458 2434 SH SOLE 2405 0 29 ISHARES MSCI EAFE ETF 464287465 772 11482 SH SOLE 7652 3830 0 ISHARES CORE S&P MCP ETF 464287507 16514 120131 SH SOLE 120116 0 15 ISHARES RUS 1000 VAL ETF 464287598 381 3945 SH SOLE 3945 0 0 ISHARES RUSSELL 2000 ETF 464287655 4116 35376 SH SOLE 35376 0 0 ISHARES CORE S&P SCP ETF 464287804 1034 9386 SH SOLE 9386 0 0 ISHARES INTL SEL DIV ETF 464288448 289 7486 SH SOLE 7486 0 0 ISHARES MICRO-CAP ETF 464288869 884 11436 SH SOLE 11411 0 25 JOHNSON & JOHNSON COM 478160104 741 7543 SH SOLE 7048 0 495 JPMORGAN CHASE & CO COM 46625H100 566 9323 SH SOLE 6823 0 2500 LABORATORY CORP AMER HLDGS COM NEW 50540R409 247 2510 SH SOLE 2510 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 297 4264 SH SOLE 4264 0 0 MCCORMICK & CO INC COM VTG 579780107 975 13627 SH SOLE 13627 0 0 MCDONALDS CORP COM 580135101 961 9802 SH SOLE 9552 0 250 MICROSOFT CORP COM 594918104 238 5795 SH SOLE 5795 0 0 NEXTERA ENERGY INC COM 65339F101 497 5201 SH SOLE 4409 0 792 PEPSICO INC COM 713448108 563 6744 SH SOLE 6744 0 0 PERRIGO CO PLC SHS G97822103 717 4638 SH SOLE 4638 0 0 PFIZER INC COM 717081103 1087 33866 SH SOLE 33866 0 0 PIMCO ETF TR ENHAN SHRT MAT 72201R833 4079 40238 SH SOLE 40238 0 0 PRECISION CASTPARTS CORP COM 740189105 382 1512 SH SOLE 1512 0 0 PRICE T ROWE GROUP INC COM 74144T108 346 4205 SH SOLE 4205 0 0 PROCTER & GAMBLE CO COM 742718109 369 4575 SH SOLE 4075 0 500 PROSHARES TR PSHS LC COR PLUS 74347R248 541 6015 SH SOLE 6015 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 12993 290613 SH SOLE 285113 5500 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2464 66855 SH SOLE 66855 0 0 SIGMA ALDRICH CORP COM 826552101 360 3857 SH SOLE 3857 0 0 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 358 10568 SH SOLE 6525 4043 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 20892 111716 SH SOLE 111716 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 320 1279 SH SOLE 0 1279 0 STARBUCKS CORP COM 855244109 706 9620 SH SOLE 9620 0 0 TJX COS INC NEW COM 872540109 982 16195 SH SOLE 16195 0 0 TRI CONTL CORP COM 895436103 270 13468 SH SOLE 13468 0 0 UNITED BANKSHARES INC WEST V COM 909907107 385 12587 SH SOLE 7200 0 5387 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 4203 66595 SH SOLE 66595 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 375 7879 SH SOLE 7054 0 825 WASHINGTONFIRST BANKSHARES I COM 940730104 307 21102 SH SOLE 21102 0 0 WISDOMTREE TR SMALLCAP DIVID 97717W604 471 6900 SH SOLE 6900 0 0