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