0001172661-14-000667.txt : 20140214
0001172661-14-000667.hdr.sgml : 20140214
20140214105029
ACCESSION NUMBER: 0001172661-14-000667
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20131231
FILED AS OF DATE: 20140214
DATE AS OF CHANGE: 20140214
EFFECTIVENESS DATE: 20140214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: EVERMAY WEALTH MANAGEMENT LLC
CENTRAL INDEX KEY: 0001066816
IRS NUMBER: 900439516
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-07230
FILM NUMBER: 14612269
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
12-31-2013
12-31-2013
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
0000859804
028-05973
WEDGEWOOD PARTNERS INC
0001600145
Van Hulzen Asset Management, LLC
N
Damon White
Managing Director/ Principal/ Chief Compliance Officer
703-822-5696
/s/ Damon White
Arlington
VA
02-14-2014
0
46
71964
INFORMATION TABLE
2
infotable.xml
ABBVIE INC
COM
00287Y109
328
6204
SH
SOLE
6204
0
0
AES CORP
COM
00130H105
150
10306
SH
SOLE
10306
0
0
AMAZON COM INC
COM
023135106
512
1284
SH
SOLE
1284
0
0
COLGATE PALMOLIVE CO
COM
194162103
210
3218
SH
SOLE
3218
0
0
DANAHER CORP DEL
COM
235851102
1263
16354
SH
SOLE
16354
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
428
6454
SH
SOLE
6454
0
0
EXXON MOBIL CORP
COM
30231G102
881
8703
SH
SOLE
8703
0
0
FLEXSHARES TR
QUALT DIVD IDX
33939L860
1145
34396
SH
SOLE
34396
0
0
FMC TECHNOLOGIES INC
COM
30249U101
275
5261
SH
SOLE
5261
0
0
FORD MTR CO DEL
COM PAR $0.01
345370860
835
54100
SH
SOLE
54100
0
0
GENERAL ELECTRIC CO
COM
369604103
330
11773
SH
SOLE
11773
0
0
HEALTH CARE REIT INC
COM
42217K106
399
7453
SH
SOLE
7453
0
0
ISHARES
EM MK MINVOL ETF
464286533
334
5735
SH
SOLE
5735
0
0
ISHARES
SELECT DIVID ETF
464287168
860
12048
SH
SOLE
12048
0
0
ISHARES
CORE S&P500 ETF
464287200
415
2235
SH
SOLE
2235
0
0
ISHARES
MSCI EMG MKT ETF
464287234
260
6224
SH
SOLE
6224
0
0
ISHARES
CORE S&P MCP ETF
464287507
15942
119140
SH
SOLE
119140
0
0
ISHARES
RUS 1000 VAL ETF
464287598
372
3945
SH
SOLE
3945
0
0
ISHARES
RUSSELL 2000 ETF
464287655
4083
35390
SH
SOLE
35390
0
0
ISHARES
CORE S&P SCP ETF
464287804
844
7731
SH
SOLE
7731
0
0
ISHARES
INTL SEL DIV ETF
464288448
321
8466
SH
SOLE
8466
0
0
ISHARES
MICRO-CAP ETF
464288869
812
10811
SH
SOLE
10811
0
0
JOHNSON & JOHNSON
COM
478160104
548
5986
SH
SOLE
5986
0
0
JPMORGAN CHASE & CO
COM
46625H100
377
6441
SH
SOLE
6441
0
0
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
235
2573
SH
SOLE
2573
0
0
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
270
4264
SH
SOLE
4264
0
0
MCCORMICK & CO INC
COM VTG
579780107
937
13627
SH
SOLE
13627
0
0
MCDONALDS CORP
COM
580135101
887
9146
SH
SOLE
9146
0
0
NEXTERA ENERGY INC
COM
65339F101
462
5395
SH
SOLE
5395
0
0
PEPSICO INC
COM
713448108
401
4835
SH
SOLE
4835
0
0
PIMCO ETF TR
ENHAN SHRT MAT
72201R833
3975
39228
SH
SOLE
39228
0
0
PRECISION CASTPARTS CORP
COM
740189105
407
1512
SH
SOLE
1512
0
0
PRICE T ROWE GROUP INC
COM
74144T108
353
4212
SH
SOLE
4212
0
0
PROCTER & GAMBLE CO
COM
742718109
230
2829
SH
SOLE
2829
0
0
PROSHARES TR
PSHS LC COR PLUS
74347R248
538
6115
SH
SOLE
6115
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
2000
54555
SH
SOLE
54555
0
0
SIGMA ALDRICH CORP
COM
826552101
363
3857
SH
SOLE
3857
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
21209
114835
SH
SOLE
114835
0
0
STARBUCKS CORP
COM
855244109
806
10276
SH
SOLE
10276
0
0
TJX COS INC NEW
COM
872540109
1058
16608
SH
SOLE
16608
0
0
TRI CONTL CORP
COM
895436103
269
13468
SH
SOLE
13468
0
0
UNITED BANKSHARES INC WEST V
COM
909907107
236
7500
SH
SOLE
7500
0
0
VANGUARD SPECIALIZED PORTFOL
DIV APP ETF
921908844
512
6805
SH
SOLE
6805
0
0
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
4122
66142
SH
SOLE
66142
0
0
WASHINGTONFIRST BANKSHARES I
COM
940730104
302
21102
SH
SOLE
21102
0
0
WISDOMTREE TR
SMALLCAP DIVID
97717W604
468
6900
SH
SOLE
6900
0
0