0001587836-17-000002.txt : 20170214 0001587836-17-000002.hdr.sgml : 20170214 20170214120742 ACCESSION NUMBER: 0001587836-17-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170214 DATE AS OF CHANGE: 20170214 EFFECTIVENESS DATE: 20170214 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: 17605451 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 12-31-2016 12-31-2016 SVA Plumb Wealth Management, LLC

1221 JOHN Q. HAMMONS DRIVE MADISON WI 53717

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SH SOLE 645308 0 685956 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 20061 376665 SH SOLE 268158 0 108507 SELECT SECTOR SPDR TR SBI INT- ETF 81369Y605 317 13623 SH SOLE 13623 0 0 SPDR S&P 500 ETF TR TR UNIT ETF 78462F103 1620 7246 SH SOLE 6909 0 337 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 743 2464 SH SOLE 2464 0 0 VANECK VECTORS ETF TR MORNINGS ETF 92189F643 219 6293 SH SOLE 6293 0 0 VANGUARD DIVIDEND APPRECIATION ETF 921908844 316 3713 SH SOLE 3588 0 125 VANGUARD GROWTH ETF ETF 922908736 8912 79939 SH SOLE 30309 0 49630 VANGUARD HIGH DVD YIELD ETF ETF 921946406 1940 25600 SH SOLE 23761 0 1839 VANGUARD INDEX FDS LARGE CAP E ETF 922908637 6082 59408 SH SOLE 22885 0 36523 VANGUARD INDEX FDS MCAP VL IDX ETF 922908512 10461 107632 SH SOLE 41919 0 65713 VANGUARD INDEX FDS MID CAP ETF ETF 922908629 7388 56127 SH SOLE 35670 0 20457 VANGUARD MID-CAP GROWTH ETF ETF 922908538 7955 75283 SH SOLE 26826 0 48457 VANGUARD S&P 500 ETF SH ETF 922908363 3252 15841 SH SOLE 13683 0 2158 VANGUARD TOTAL STOCK 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73936Q108 201 9383 SH SOLE 7092 0 2291 POWERSHARES GLOBAL ETF TRUST D ETF 73936T789 2068 55071 SH SOLE 20593 0 34478 POWERSHARES GLOBAL ETF TRUST E ETF 73936T763 283 15568 SH SOLE 2936 0 12632 ISHARES EAFE VALUE ETF ETF 464288877 839 17759 SH SOLE 4072 0 13687 ISHARES TR CORE MSCI EAFE ETF 46432F842 213 3975 SH SOLE 3975 0 0 ISHARES TR EAFE MIN VOLAT ETF 46429B689 1015 16583 SH SOLE 12042 0 4541 ISHARES TR INTL SEL DIV ETF ETF 464288448 599 20266 SH SOLE 18706 0 1560 ISHARES TR MSCI GRW ETF ETF 464288885 2095 32899 SH SOLE 13576 0 19323 ISHARES TR MSCI SMALL CAP ETF 464288273 914 18332 SH SOLE 6712 0 11620 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 298 13807 SH SOLE 9132 0 4675 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1152 41615 SH SOLE 26142 0 15473 SCHWAB STRATEGIC TR SCHWB FDT ETF 808524755 39284 1565094 SH SOLE 782226 0 782868 VANGUARD FTSE ALL-WLD EX-US SM ETF 922042718 419 4458 SH SOLE 2773 0 1685 VANGUARD INTL.EQ.FTSE ALL-WORL ETF 922042775 735 16637 SH SOLE 12718 0 3919 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SOLE 139620 0 5400 IVY FDS INC MUN HYLD INC C COM 466001765 62 12060 SH SOLE 12060 0 0 ALPS ETF TR ALERIAN MLP ETF 00162Q866 197 15645 SH SOLE 11000 0 4645 VANGUARD INDEX FDS REIT ETF ETF 922908553 1893 22933 SH SOLE 20193 0 2740 CENTRAL FD CDA LTD. CL. A COM 153501101 278 24664 SH SOLE 0 0 24664