0001172661-15-000961.txt : 20150430 0001172661-15-000961.hdr.sgml : 20150430 20150430063239 ACCESSION NUMBER: 0001172661-15-000961 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150430 DATE AS OF CHANGE: 20150430 EFFECTIVENESS DATE: 20150430 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: 15815036 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 03-31-2015 03-31-2015 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 04-30-2015 0 87 169113 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 227 1379 SH SOLE 419 0 960 ABBOTT LABS COM 002824100 302 6522 SH SOLE 1066 0 5456 ABBVIE INC COM 00287Y109 580 9911 SH SOLE 1066 0 8845 ADOBE SYS INC COM 00724F101 235 3174 SH SOLE 100 0 3074 AES CORP COM 00130H105 129 10000 SH SOLE 0 0 10000 AMAZON COM INC COM 023135106 329 885 SH SOLE 0 0 885 AMERICAN WTR WKS CO INC NEW COM 030420103 324 5973 SH SOLE 932 0 5041 APPLE INC COM 037833100 2024 16266 SH SOLE 1805 0 14461 AT&T INC COM 00206R102 311 9530 SH SOLE 1332 0 8198 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 802 5559 SH SOLE 947 0 4612 CELGENE CORP COM 151020104 283 2458 SH SOLE 500 0 1958 CHEVRON CORP NEW COM 166764100 445 4234 SH SOLE 58 0 4176 CISCO SYS INC COM 17275R102 359 13057 SH SOLE 3210 0 9847 COCA COLA CO COM 191216100 211 5210 SH SOLE 296 0 4914 COMCAST CORP NEW CL A 20030N101 594 10511 SH SOLE 1500 0 9011 CONOCOPHILLIPS COM 20825C104 304 4883 SH SOLE 46 0 4837 DANAHER CORP DEL COM 235851102 670 7888 SH SOLE 0 0 7888 DOMINION RES INC VA NEW COM 25746U109 304 4288 SH SOLE 942 0 3346 DUKE ENERGY CORP NEW COM NEW 26441C204 296 3859 SH SOLE 444 0 3415 ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 375 6735 PRN SOLE 0 0 6735 ENTERPRISE PRODS PARTNERS L COM 293792107 750 22761 SH SOLE 0 0 22761 EXXON MOBIL CORP COM 30231G102 2031 23889 SH SOLE 734 0 23155 FLEXSHARES TR QUALT DIVD IDX 33939L860 404 11020 SH SOLE 0 0 11020 FORD MTR CO DEL COM PAR $0.01 345370860 1050 65066 SH SOLE 1256 0 63810 GENERAL ELECTRIC CO COM 369604103 1531 61690 SH SOLE 6064 0 55626 GENERAL MLS INC COM 370334104 471 8330 SH SOLE 1832 0 6498 GOOGLE INC CL A 38259P508 258 466 SH SOLE 5 0 461 HEALTH CARE REIT INC COM 42217K106 352 4547 SH SOLE 0 0 4547 INTEL CORP COM 458140100 458 14639 SH SOLE 2929 0 11710 INTERNATIONAL BUSINESS MACHS COM 459200101 1130 7041 SH SOLE 305 0 6736 ISHARES MICRO-CAP ETF 464288869 324 4101 SH SOLE 0 0 4101 ISHARES TR SELECT DIVID ETF 464287168 903 11586 SH SOLE 0 0 11586 ISHARES TR CORE S&P500 ETF 464287200 506 2434 SH SOLE 0 0 2434 ISHARES TR MSCI EAFE ETF 464287465 492 7669 SH SOLE 0 0 7669 ISHARES TR CORE S&P MCP ETF 464287507 20972 137991 SH SOLE 5423 0 132568 ISHARES TR RUS 1000 VAL ETF 464287598 407 3945 SH SOLE 0 0 3945 ISHARES TR RUSSELL 2000 ETF 464287655 3412 27433 SH SOLE 70 0 27363 ISHARES TR CORE S&P SCP ETF 464287804 6375 54008 SH SOLE 1731 0 52277 JOHNSON & JOHNSON COM 478160104 857 8515 SH SOLE 647 0 7868 JPMORGAN CHASE & CO COM 46625H100 935 15431 SH SOLE 1497 0 13934 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 10497 245267 PRN SOLE 9371 0 235896 KINDER MORGAN INC DEL COM 49456B101 318 7564 SH SOLE 0 0 7564 LABORATORY CORP AMER HLDGS COM NEW 50540R409 378 3001 SH SOLE 551 0 2450 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 441 5750 SH SOLE 0 0 5750 MCCORMICK & CO INC COM VTG 579780107 1058 13627 SH SOLE 0 0 13627 MCDONALDS CORP COM 580135101 403 4134 SH SOLE 529 0 3605 MICROCHIP TECHNOLOGY INC COM 595017104 201 4110 SH SOLE 300 0 3810 MICROSOFT CORP COM 594918104 310 7631 SH SOLE 1972 0 5659 NATIONAL BK GREECE S A SPN ADR REP 1 SH 633643705 128 100000 SH SOLE 0 0 100000 NEXTERA ENERGY INC COM 65339F101 432 4155 SH SOLE 0 0 4155 NORFOLK SOUTHERN CORP COM 655844108 675 6562 SH SOLE 728 0 5834 PEPSICO INC COM 713448108 949 9927 SH SOLE 836 0 9091 PERRIGO CO PLC SHS G97822103 249 1504 SH SOLE 134 0 1370 PFIZER INC COM 717081103 1748 50251 SH SOLE 343 0 49908 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 5315 52543 SH SOLE 3370 0 49173 PNC FINL SVCS GROUP INC COM 693475105 216 2312 SH SOLE 0 0 2312 PRECISION CASTPARTS CORP COM 740189105 244 1162 SH SOLE 0 0 1162 PROCTER & GAMBLE CO COM 742718109 546 6665 SH SOLE 925 0 5740 PROSHARES TR PSHS LC COR PLUS 74347R248 651 6475 SH SOLE 0 0 6475 SCHWAB CHARLES CORP NEW COM 808513105 347 11409 SH SOLE 800 0 10609 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 28039 565645 SH SOLE 30104 0 535541 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 282 6527 SH SOLE 0 0 6527 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5087 129080 SH SOLE 7900 0 121180 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 3167 62400 SH SOLE 6400 0 56000 SIGMA ALDRICH CORP COM 826552101 319 2307 SH SOLE 0 0 2307 SIMON PPTY GROUP INC NEW COM 828806109 211 1080 PRN SOLE 0 0 1080 SPDR S&P 500 ETF TR TR UNIT 78462F103 23015 111489 SH SOLE 1005 0 110484 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 355 1279 SH SOLE 0 0 1279 STARBUCKS CORP COM 855244109 288 3046 SH SOLE 0 0 3046 SYSCO CORP COM 871829107 205 5435 SH SOLE 1412 0 4023 TARGET CORP COM 87612E106 339 4132 SH SOLE 2064 0 2068 TJX COS INC NEW COM 872540109 243 3470 SH SOLE 0 0 3470 TREX CO INC COM 89531P105 215 3948 SH SOLE 200 0 3748 TRI CONTL CORP COM 895436103 292 13467 SH SOLE 0 0 13467 UNITED BANKSHARES INC WEST V COM 909907107 473 12587 SH SOLE 0 0 12587 UNITED TECHNOLOGIES CORP COM 913017109 220 1877 SH SOLE 1326 0 551 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 207 2565 SH SOLE 0 0 2565 VANGUARD INDEX FDS REIT ETF 922908553 12871 152660 PRN SOLE 2234 0 150426 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2477 60617 SH SOLE 2800 0 57817 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 5713 143429 SH SOLE 4080 0 139349 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 4844 70925 SH SOLE 0 0 70925 VERIZON COMMUNICATIONS INC COM 92343V104 695 14294 SH SOLE 2601 0 11693 WALGREENS BOOTS ALLIANCE INC COM 931427108 250 2950 SH SOLE 800 0 2150 WASHINGTONFIRST BANKSHARES I COM 940730104 525 30919 SH SOLE 0 0 30919 WELLS FARGO & CO NEW COM 949746101 251 4615 SH SOLE 486 0 4129 WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 244 4960 SH SOLE 0 0 4960 WISDOMTREE TR SMALLCAP DIVID 97717W604 458 6355 SH SOLE 0 0 6355