0001172661-17-000229.txt : 20170201
0001172661-17-000229.hdr.sgml : 20170201
20170201142929
ACCESSION NUMBER: 0001172661-17-000229
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20161231
FILED AS OF DATE: 20170201
DATE AS OF CHANGE: 20170201
EFFECTIVENESS DATE: 20170201
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: EVERMAY WEALTH MANAGEMENT LLC
CENTRAL INDEX KEY: 0001066816
IRS NUMBER: 900439516
STATE OF INCORPORATION: VA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-07230
FILM NUMBER: 17564353
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
12-31-2016
12-31-2016
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
N
Damon White
COO/Principal/Chief Compliance Officer
703-822-5696
/s/ Damon White
Arlington
VA
02-01-2017
0
81
204393
INFORMATION TABLE
2
infotable.xml
ABBVIE INC
COM
00287Y109
427
6826
SH
SOLE
1358
0
5468
AES CORP
COM
00130H105
116
10000
SH
SOLE
0
0
10000
ALPHABET INC
CAP STK CL C
02079K107
234
303
SH
SOLE
42
0
261
ALPHABET INC
CAP STK CL A
02079K305
355
448
SH
SOLE
71
0
377
ALTRIA GROUP INC
COM
02209S103
210
3099
SH
SOLE
0
0
3099
AMAZON COM INC
COM
023135106
1677
2237
SH
SOLE
107
0
2130
AMERICAN WTR WKS CO INC NEW
COM
030420103
251
3464
SH
SOLE
699
0
2765
APPLE INC
COM
037833100
2132
18404
SH
SOLE
3735
0
14669
AT&T INC
COM
00206R102
325
7632
SH
SOLE
1332
0
6300
AUTOMATIC DATA PROCESSING IN
COM
053015103
200
1947
SH
SOLE
150
0
1797
BB&T CORP
COM
054937107
200
4261
SH
SOLE
1732
0
2529
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
698
4282
SH
SOLE
663
0
3619
CELGENE CORP
COM
151020104
265
2293
SH
SOLE
1500
0
793
CHEVRON CORP NEW
COM
166764100
262
2228
SH
SOLE
133
0
2095
CHUBB LIMITED
COM
H1467J104
213
1612
SH
SOLE
185
0
1427
CISCO SYS INC
COM
17275R102
317
10492
SH
SOLE
5243
0
5249
COCA COLA CO
COM
191216100
207
4997
SH
SOLE
483
0
4514
COMCAST CORP NEW
CL A
20030N101
485
7030
SH
SOLE
1635
0
5395
CONOCOPHILLIPS
COM
20825C104
235
4680
SH
SOLE
0
0
4680
D R HORTON INC
COM
23331A109
203
7443
SH
SOLE
1647
0
5796
DANAHER CORP DEL
COM
235851102
539
6930
SH
SOLE
850
0
6080
DUKE ENERGY CORP NEW
COM NEW
26441C204
216
2779
SH
SOLE
222
0
2557
ENTERPRISE PRODS PARTNERS L
COM
293792107
435
16095
SH
SOLE
0
0
16095
EXXON MOBIL CORP
COM
30231G102
2169
24031
SH
SOLE
4312
0
19719
FLEXSHARES TR
QUALT DIVD IDX
33939L860
269
6820
SH
SOLE
0
0
6820
FORD MTR CO DEL
COM PAR $0.01
345370860
651
53684
SH
SOLE
3368
0
50316
GENERAL ELECTRIC CO
COM
369604103
2064
65324
SH
SOLE
12958
0
52366
GENERAL MLS INC
COM
370334104
344
5564
SH
SOLE
1399
0
4165
GENERAL MTRS CO
COM
37045V100
346
9941
SH
SOLE
670
0
9271
INTEL CORP
COM
458140100
309
8525
SH
SOLE
1929
0
6596
INTERNATIONAL BUSINESS MACHS
COM
459200101
1108
6675
SH
SOLE
519
0
6156
ISHARES TR
SELECT DIVID ETF
464287168
949
10713
SH
SOLE
0
0
10713
ISHARES TR
CORE S&P500 ETF
464287200
4396
19541
SH
SOLE
9005
0
10536
ISHARES TR
MSCI EAFE ETF
464287465
386
6684
SH
SOLE
0
0
6684
ISHARES TR
CORE S&P MCP ETF
464287507
31921
193066
SH
SOLE
31911
0
161155
ISHARES TR
RUS 1000 VAL ETF
464287598
442
3945
SH
SOLE
0
0
3945
ISHARES TR
RUSSELL 2000 ETF
464287655
2796
20734
SH
SOLE
1870
0
18864
ISHARES TR
CORE S&P SCP ETF
464287804
7334
53327
SH
SOLE
8738
0
44590
ISHARES TR
MICRO-CAP ETF
464288869
289
3365
SH
SOLE
0
0
3365
JOHNSON & JOHNSON
COM
478160104
542
4707
SH
SOLE
969
0
3738
JPMORGAN CHASE & CO
COM
46625H100
958
11105
SH
SOLE
2421
0
8684
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
492
3829
SH
SOLE
228
0
3601
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
330
4364
SH
SOLE
0
0
4364
MARRIOTT INTL INC NEW
CL A
571903202
413
4997
SH
SOLE
0
0
4997
MCCORMICK & CO INC
COM VTG
579780107
1253
13457
SH
SOLE
0
0
13457
MCDONALDS CORP
COM
580135101
473
3889
SH
SOLE
829
0
3060
MERCK & CO INC
COM
58933Y105
206
3495
SH
SOLE
228
0
3267
MICROSOFT CORP
COM
594918104
365
5871
SH
SOLE
2937
0
2934
MORGAN STANLEY
COM NEW
617446448
219
5175
SH
SOLE
0
0
5175
MYLAN N V
SHS EURO
N59465109
229
6011
SH
SOLE
774
0
5237
NEXTERA ENERGY INC
COM
65339F101
618
5175
SH
SOLE
500
0
4675
NORFOLK SOUTHERN CORP
COM
655844108
579
5358
SH
SOLE
2578
0
2780
PEPSICO INC
COM
713448108
892
8527
SH
SOLE
1361
0
7166
PFIZER INC
COM
717081103
1989
61234
SH
SOLE
13153
0
48081
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
7737
76358
SH
SOLE
7675
0
68683
PNC FINL SVCS GROUP INC
COM
693475105
378
3228
SH
SOLE
292
0
2936
PROCTER AND GAMBLE CO
COM
742718109
291
3458
SH
SOLE
704
0
2754
PROSHARES TR
PSHS LC COR PLUS
74347R248
229
4150
SH
SOLE
0
0
4150
SCHWAB CHARLES CORP NEW
COM
808513105
257
6500
SH
SOLE
800
0
5700
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
48881
917786
SH
SOLE
174080
0
743706
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
674
10956
SH
SOLE
692
0
10264
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
8249
163604
SH
SOLE
21850
0
141754
SPDR S&P 500 ETF TR
TR UNIT
78462F103
24456
109409
SH
SOLE
11034
0
98375
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
386
1279
SH
SOLE
0
0
1279
STARBUCKS CORP
COM
855244109
240
4322
SH
SOLE
70
0
4252
TJX COS INC NEW
COM
872540109
295
3930
SH
SOLE
500
0
3430
TREX CO INC
COM
89531P105
213
3308
SH
SOLE
200
0
3108
TRI CONTL CORP
COM
895436103
297
13467
SH
SOLE
0
0
13467
UNITED BANKSHARES INC WEST V
COM
909907107
589
12729
SH
SOLE
4450
0
8279
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
350
4405
SH
SOLE
400
0
4005
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
21199
103254
SH
SOLE
17584
0
85670
VANGUARD INDEX FDS
REIT ETF
922908553
1033
12520
PRN
SOLE
43
0
12477
VANGUARD INDEX FDS
MID CAP ETF
922908629
5590
42468
SH
SOLE
3238
0
39230
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
244
6821
SH
SOLE
1400
0
5421
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
269
3391
SH
SOLE
0
0
3391
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
1255
34345
SH
SOLE
1786
0
32559
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
3328
43917
SH
SOLE
1898
0
42019
VERIZON COMMUNICATIONS INC
COM
92343V104
621
11641
SH
SOLE
2209
0
9432
WASHINGTONFIRST BANKSHARES I
COM
940730104
1267
43715
SH
SOLE
0
0
43715
WELLTOWER INC
COM
95040Q104
218
3251
SH
SOLE
0
0
3251
WISDOMTREE TR
SMALLCAP DIVID
97717W604
314
3800
SH
SOLE
0
0
3800