0001587836-16-000013.txt : 20160509 0001587836-16-000013.hdr.sgml : 20160509 20160509144245 ACCESSION NUMBER: 0001587836-16-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160509 DATE AS OF CHANGE: 20160509 EFFECTIVENESS DATE: 20160509 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: 161631262 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 03-31-2016 03-31-2016 SVA Plumb Wealth Management, LLC

1221 JOHN Q. HAMMONS DRIVE MADISON WI 53717

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POWERSHARES GLOBAL ETF TRUST E ETF 73936T763 250 16046 SH SOLE 3414 0 12632 ISHARES EAFE VALUE ETF ETF 464288877 711 15856 SH SOLE 2916 0 12940 ISHARES INC EM MKT MIN VOL ETF 464286533 407 7932 SH SOLE 7384 0 548 ISHARES TR DJ INTL SEL DIVD ETF 464288448 806 27816 SH SOLE 26256 0 1560 ISHARES TR EAFE MIN VOLAT ETF 46429B689 1400 21077 SH SOLE 16536 0 4541 ISHARES TR MSCI GRW ETF ETF 464288885 1638 24891 SH SOLE 12004 0 12887 ISHARES TR MSCI SMALL CAP ETF 464288273 679 13638 SH SOLE 7414 0 6224 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 213 10234 SH SOLE 6399 0 3835 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1080 39821 SH SOLE 23283 0 16538 SCHWAB STRATEGIC TR SCHWB FDT ETF 808524755 35815 1513717 SH SOLE 679335 0 834382 VANGUARD FTSE ALL-WLD EX-US SM ETF 922042718 574 6146 SH SOLE 2613 0 3533 VANGUARD INTL.EQ.FTSE ALL-WORL ETF 922042775 784 18176 SH SOLE 13813 0 4363 WISDOMTREE DEFA ETF 97717W703 495 10812 SH SOLE 5925 0 4887 WISDOMTREE INTERNATIONAL SMALL ETF 97717W760 658 11169 SH SOLE 11169 0 0 ISHARES LEHMAN AGGREGATE BOND ETF 464287226 1605 14484 SH SOLE 11103 0 3381 VANGUARD BD INDEX FD SHORT TRM ETF 921937827 2494 30931 SH SOLE 13976 0 16955 VANGUARD SHORT-TERM CORP BD ID ETF 92206C409 358 4479 SH SOLE 1853 0 2626 VANGUARD TOTAL BOND MRKT ETF ETF 921937835 2086 25187 SH SOLE 20499 0 4688 VANGUARD TOTAL INTL BOND ETF ETF 92203J407 766 14050 SH SOLE 9847 0 4203 GOLDMAN SACHS GROUP INC SHS D PFD 38144G804 3396 167854 SH SOLE 162454 0 5400 IVY FDS INC MUN HYLD INC C COM 466001765 64 12060 SH SOLE 12060 0 0 ALPS ETF TR ALERIAN MLP ETF 00162Q866 188 17228 SH SOLE 12583 0 4645 VANGUARD INDEX FDS REIT ETF ETF 922908553 556 6638 SH SOLE 6170 0 468 CENTRAL FD CDA LTD. CL. A COM 153501101 296 24664 SH SOLE 0 0 24664