0001587836-16-000011.txt : 20160209 0001587836-16-000011.hdr.sgml : 20160209 20160209110727 ACCESSION NUMBER: 0001587836-16-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160209 DATE AS OF CHANGE: 20160209 EFFECTIVENESS DATE: 20160209 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: 161397907 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 primary_doc.xml 13F-HR LIVE false false false 0001587836 XXXXXXXX 12-31-2015 12-31-2015 SVA Plumb Wealth Management, LLC

1221 JOHN Q. HAMMONS DRIVE MADISON WI 53717

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SPDR TR SBI INT- ETF 81369Y605 344 14454 SH SOLE 14454 0 0 SPDR S&P 500 ETF TR TR UNIT ETF 78462F103 1792 8790 SH SOLE 7063 0 1727 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 645 2539 SH SOLE 2539 0 0 VANGUARD DIVIDEND APPRECIATION ETF 921908844 217 2793 SH SOLE 2493 0 300 VANGUARD GROWTH ETF ETF 922908736 8461 79530 SH SOLE 23912 0 55618 VANGUARD INDEX FDS LARGE CAP E ETF 922908637 5409 57853 SH SOLE 18983 0 38870 VANGUARD INDEX FDS MCAP VL IDX ETF 922908512 9695 112796 SH SOLE 42136 0 70660 VANGUARD INDEX FDS MID CAP ETF ETF 922908629 6993 58218 SH SOLE 34196 0 24022 VANGUARD MID-CAP GROWTH ETF ETF 922908538 7895 79175 SH SOLE 26889 0 52286 VANGUARD S&P 500 ETF SH ETF 922908363 1467 7846 SH SOLE 6123 0 1723 VANGUARD TOTAL STOCK MARKET ET ETF 922908769 661 6340 SH SOLE 4679 0 1661 VANGUARD VALUE ETF ETF 922908744 8818 108174 SH SOLE 35213 0 72961 VANGUARD WHITEHALL FUNDS HIGH ETF 921946406 1645 24641 SH SOLE 18185 0 6456 WISDOMTREE MIDCAP DIVIDEND FUN ETF 97717W505 12767 158579 SH SOLE 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25690 WISDOMTREE TR SMLCAP EARN FD ETF 97717W562 15216 200744 SH SOLE 79272 0 121472 WISDOMTREE TRUST SMALLCAP DIVI ETF 97717W604 9189 141527 SH SOLE 97185 0 44342 AMBEV SA SPONSORED ADR ADR 02319V103 391 87727 SH SOLE 53911 0 33816 BP PLC SPONSORED ADR ADR 055622104 1063 33991 SH SOLE 21038 0 12953 DIAGEO P L C SPON ADR NEW ADR 25243Q205 2031 18618 SH SOLE 14098 0 4520 GLAXOSMITHKLINE PLC-ADR SPONSO ADR 37733W105 1378 34140 SH SOLE 23170 0 10970 NATIONAL GRID PLC SPON ADR NEW ADR 636274300 906 13032 SH SOLE 12844 0 188 SANOFI AVENTIS SPONSORED ADR ADR 80105N105 1261 29566 SH SOLE 20455 0 9111 ALLERGAN PLC SHS FGN G0177J108 6919 22142 SH SOLE 21623 0 519 BANK MONTREAL QUE COM FGN 063671101 2325 41210 SH SOLE 34330 0 6880 BLUTIP PWR TECHNOLOGIES LTD CO FGN 09644C106 0 42000 SH SOLE 42000 0 0 ENBRIDGE INC COM FGN 29250N105 919 27695 SH SOLE 20041 0 7654 MEDTRONIC PLC SHS FGN G5960L103 3447 44808 SH SOLE 44123 0 685 NXP SEMICONDUCTORS N V COM FGN N6596X109 4721 56032 SH SOLE 55058 0 974 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