0001587836-18-000005.txt : 20180510 0001587836-18-000005.hdr.sgml : 20180510 20180510123345 ACCESSION NUMBER: 0001587836-18-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180510 DATE AS OF CHANGE: 20180510 EFFECTIVENESS DATE: 20180510 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: 18821404 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 03-31-2018 03-31-2018 SVA Plumb Wealth Management, LLC

1221 JOHN Q. HAMMONS DRIVE MADISON WI 53717

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ETF 464288448 322 9549 SH SOLE 7989 0 1560 ISHARES TR MSCI GRW ETF ETF 464288885 1485 19191 SH SOLE 9497 0 9694 ISHARES TR MSCI SMALL CAP ETF 464288273 884 14266 SH SOLE 7167 0 7099 SCHWAB FUNDAMENTAL INTL LG CO ETF 808524755 52159 1746196 SH SOLE 966190 0 780006 SCHWAB INTERNATIONAL EQUITY ET ETF 808524805 2429 72576 SH SOLE 50364 0 22212 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 794 29495 SH SOLE 16958 0 12537 VANGUARD FTSE ALL-WLD EX-US SM ETF 922042718 486 4228 SH SOLE 2676 0 1552 VANGUARD INTL.EQ.FTSE ALL-WORL ETF 922042775 673 12761 SH SOLE 11035 0 1726 VANGUARD TOTAL INTERNATIONAL S ETF 921909768 410 7500 SH SOLE 7500 0 0 WISDOMTREE INTERNATIONAL EQUIT ETF 97717W703 232 4257 SH SOLE 0 0 4257 WISDOMTREE INTERNATIONAL SMALL ETF 97717W760 431 5823 SH SOLE 5823 0 0 WELLS FARGO & CO NEW CONV 949746PM7 1557 1525000 PRN SOLE 1525000 0 0 ISHARES CORE U.S. AGGREGATE ETF 464287226 3570 32572 SH SOLE 24684 0 7888 PIMCO ETF TR 0-5 HIGH YIELD ETF 72201R783 217 2139 SH SOLE 621 0 1518 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