0001587836-15-000003.txt : 20150211
0001587836-15-000003.hdr.sgml : 20150211
20150211120417
ACCESSION NUMBER: 0001587836-15-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20141231
FILED AS OF DATE: 20150211
DATE AS OF CHANGE: 20150211
EFFECTIVENESS DATE: 20150211
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SVA Plumb Wealth Management, LLC
CENTRAL INDEX KEY: 0001587836
IRS NUMBER: 274605583
STATE OF INCORPORATION: WI
FISCAL YEAR END: 0531
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15784
FILM NUMBER: 15597932
BUSINESS ADDRESS:
STREET 1: 1221 JOHN Q. HAMMONS DRIVE
CITY: MADISON
STATE: WI
ZIP: 53717
BUSINESS PHONE: (608) 824-8800
MAIL ADDRESS:
STREET 1: 1221 JOHN Q. HAMMONS DRIVE
CITY: MADISON
STATE: WI
ZIP: 53717
13F-HR
1
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0001587836
XXXXXXXX
12-31-2014
12-31-2014
SVA Plumb Wealth Management, LLC
1221 JOHN Q. HAMMONS DRIVE
MADISON
WI
53717
13F HOLDINGS REPORT
028-15784
N
Connie Redman
Chief Compliance Officer
608-826-2763
Connie Redman
Madison
WI
02-11-2015
0
194
275427
false
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13F HOLDINGS REPORT
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COM
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452
200
SH
SOLE
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3M CO COM
COM
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1069
6503
SH
SOLE
3746
0
2757
ABBOTT LABS COM
COM
002824100
367
8160
SH
SOLE
5508
0
2652
ABBVIE INC COM
COM
00287Y109
1134
17322
SH
SOLE
10894
0
6428
AIR PRODS & CHEMS INC COM
COM
009158106
805
5580
SH
SOLE
3209
0
2371
ALLERGAN INC COM
COM
018490102
287
1352
SH
SOLE
1319
0
33
ALTRIA GROUP INC COM
COM
02209S103
330
6694
SH
SOLE
3861
0
2833
AMERICAN ELEC PWR INC COM
COM
025537101
763
12567
SH
SOLE
6892
0
5675
AMERICAN EXPRESS CO COM
COM
025816109
457
4916
SH
SOLE
4211
0
705
AMERICAN INTL GROUP INC COM NE
COM
026874784
510
9101
SH
SOLE
8325
0
776
AMGEN INC
COM
031162100
505
3168
SH
SOLE
2518
0
650
ANALOG DEVICES INC COM
COM
032654105
697
12559
SH
SOLE
5647
0
6912
APPLE INC COM
COM
037833100
3391
30723
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SOLE
18017
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12706
AT&T INC COM
COM
00206R102
1530
45546
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SOLE
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5771
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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3216
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COM
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COM
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COM
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COM
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COM
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51060
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CONOCOPHILLIPS COM
COM
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1675
24250
SH
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CONSTELLATION BRANDS INC CL A
COM
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COM
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350
DARDEN RESTAURANTS INC COM
COM
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SH
SOLE
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DISCOVER FINL SVCS COM
COM
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SOLE
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DISNEY WALT CO COM DISNEY
COM
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SH
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DOMINION RES INC VA NEW COM
COM
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DU PONT E I DE NEMOURS & CO CO
COM
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EMERSON ELEC CO COM
COM
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15481
SH
SOLE
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EXELON CORP CO
COM
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6891
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EXIDE TECHNOLOGIES COM NEW
COM
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COM
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EXXON MOBIL CORP COM
COM
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FIDELITY NATL INFO SVC COM
COM
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COM
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FORD MTR CO DEL COM PAR $0.01
COM
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1124
72503
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32287
GALLAGHER ARTHUR J & CO COM
COM
363576109
668
14196
SH
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COM
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COM
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COM
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COM
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COM
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COM
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INTEL CORP COM
COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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1124
13805
SH
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PHILLIPS 66 COM
COM
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305
4254
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COM
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PORTLAND GENERAL ELECTRIC COMP
COM
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PPL CORP COM
COM
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PRICELINE GROUP INC F/K/A PRIC
COM
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COM
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COM
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COM
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COM
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COM
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COM
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ETF
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ETF
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ETF
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SOLE
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ETF
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ETF
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ETF
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COM
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ETF
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SOLE
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SOLE
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SOLE
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50000
SH
SOLE
50000
0
0
ISHARES TR CORE MSCI EAFE
ETF
46432F842
212
3837
SH
SOLE
810
0
3027
ISHARES EAFE VALUE ETF
ETF
464288877
1039
20355
SH
SOLE
1851
0
18504
ISHARES INC EM MKT MIN VOL
ETF
464286533
3298
58238
SH
SOLE
36908
0
21330
ISHARES TR DJ INTL SEL DIVD
ETF
464288448
7059
209531
SH
SOLE
150412
0
59119
ISHARES TR EAFE MIN VOLAT
ETF
46429B689
1601
25944
SH
SOLE
18544
0
7400
ISHARES TR MSCI GRW ETF
ETF
464288885
753
11440
SH
SOLE
3216
0
8224
SCHWAB STRATEGIC TR INTL EQTY
ETF
808524805
583
20161
SH
SOLE
8129
0
12032
VANGUARD FTSE ALL-WLD EX-US SM
ETF
922042718
711
7463
SH
SOLE
3922
0
3541
VANGUARD INTL EQUITY INDEX FD
ETF
922042858
339
8470
SH
SOLE
4943
0
3527
VANGUARD INTL.EQ.FTSE ALL-WORL
ETF
922042775
255
5450
SH
SOLE
3430
0
2020
VANGUARD STAR FD VG TL INTL ST
ETF
921909768
2655
54925
SH
SOLE
0
0
54925
WISDOMTREE INTERNATIONAL SMALL
ETF
97717W760
2581
46489
SH
SOLE
30429
0
16060
CENTRAL FD CDA LTD. CL. A
COM
153501101
286
24664
SH
SOLE
0
0
24664
ISHARES BARCLAYS 1-3 YR CREDIT
ETF
464288646
221
2098
SH
SOLE
2098
0
0
ISHARES LEHMAN AGGREGATE BOND
ETF
464287226
1017
9236
SH
SOLE
8001
0
1235
SCHWAB STRATEGIC TR US AGGREGA
ETF
808524839
7189
137291
SH
SOLE
866
0
136425
VANGUARD BD INDEX FD SHORT TRM
ETF
921937827
9559
119567
SH
SOLE
26022
0
93545
VANGUARD BD INDEX FD TOTAL BND
ETF
921937835
1713
20793
SH
SOLE
6715
0
14078
VANGUARD CHARLOTTE FDS INTL BD
ETF
92203J407
1868
35167
SH
SOLE
4202
0
30965
GOLDMAN SACHS GROUP INC SHS D
PFD
38144G804
629
31958
SH
SOLE
27358
0
4600
SPDR GOLD TRUST GOLD SHS
ETF
78463V107
304
2674
SH
SOLE
12
0
2662
ALPS ETF TR ALERIAN MLP
ETF
00162Q866
3881
221536
SH
SOLE
108645
0
112891
VANGUARD INDEX FDS REIT ETF
ETF
922908553
616
7600
SH
SOLE
4113
0
3487
OAKTREE CAP GROUP LLC UNIT CL
LTD
674001201
774
14934
SH
SOLE
6778
0
8156