0001587836-19-000002.txt : 20190211 0001587836-19-000002.hdr.sgml : 20190211 20190211151516 ACCESSION NUMBER: 0001587836-19-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190211 DATE AS OF CHANGE: 20190211 EFFECTIVENESS DATE: 20190211 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: 19584989 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 12-31-2018 12-31-2018 SVA Plumb Wealth Management, LLC

1221 JOHN Q. HAMMONS DRIVE MADISON WI 53717

13F HOLDINGS REPORT 028-15784 N Connie Redman 608-826-2763 Connie Redman Madison WI 02-11-2019 0 207 889243 false INFORMATION TABLE 2 a13fc1218.xml 13F HOLDINGS REPORT 1/100 BERKSHIRE HATHAWAY CLA 1 COM 084990175 612 200 SH SOLE 200 0 0 3M CO COM 88579Y101 5939 31170 SH SOLE 30709 0 461 ABBOTT LABS COM COM 002824100 1842 25470 SH SOLE 25470 0 0 ABBVIE INC COM COM 00287Y109 996 10802 SH SOLE 10802 0 0 ADOBE SYS INC COM 00724F101 205 907 SH SOLE 907 0 0 ALIGN TECHNOLOGY INC. 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140 134994 SH SOLE 134994 0 0 INVESCO FTSE RAFI US 1500 SM-M ETF 46137V597 406 3575 SH SOLE 2583 0 992 ISHARES CORE S&P SMALL-CAP ETF ETF 464287804 1480 21356 SH SOLE 21167 0 189 ISHARES RUSSELL 2000 GROWTH ET ETF 464287648 904 5381 SH SOLE 5084 0 297 SCHWAB FUNDAMENTAL U.S. SM CO ETF 808524763 545 16592 SH SOLE 14460 0 2132 SCHWAB US SMALL CAP ETF ETF 808524607 11206 184666 SH SOLE 167225 0 17441 VANGUARD INDEX FDS SM CP VAL E ETF 922908611 1299 11385 SH SOLE 9790 0 1595 VANGUARD SMALL-CAP GROWTH INDE ETF 922908595 5110 33931 SH SOLE 26597 0 7334 VANGUARD SMALL CAP INDEX ETF ETF 922908751 1203 9114 SH SOLE 8682 0 432 WISDOMTREE U.S. SMALLCAP EARNI ETF 97717W562 33721 1052479 SH SOLE 890427 0 162052 WISDOMTREE US SMALLCAP DIVIDEN ETF 97717W604 5484 223554 SH SOLE 211181 0 12373 ANHEUSER BUSCH INBEV SPONSORED ADR 03524A108 523 7940 SH SOLE 7731 0 209 DIAGEO P L C SPON ADR NEW ADR 25243Q205 244 1724 SH SOLE 1505 0 219 NATIONAL GRID PLC SPONSORED AD ADR 636274409 201 4192 SH SOLE 4192 0 0 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7503 0 2409 SCHWAB EMERGING MARKETS EQUITY ETF 808524706 1326 56366 SH SOLE 54334 0 2032 SCHWAB FUNDAMENTAL INTL LARGE ETF 808524755 4571 181239 SH SOLE 155844 0 25395 SCHWAB INTERNATIONAL EQUITY ET ETF 808524805 3035 107065 SH SOLE 101143 0 5922 SPDR MSCI ACWI ETF 78463X848 2947 90020 SH SOLE 71439 0 18581 VANGUARD FTSE ALL-WLD EX-US SM ETF 922042718 4822 50930 SH SOLE 43687 0 7243 VANGUARD FTSE ALL-WORLD EX-US ETF 922042775 1364 29928 SH SOLE 23180 0 6748 VANGUARD TOTAL INTERNATIONAL S ETF 921909768 33911 718156 SH SOLE 590737 0 127418 ETFIS SER TR I VIRTUS NEWFLEET ETF 26923G707 2698 115110 SH SOLE 107558 0 7552 PIMCO ACTIVE BOND ETF ETF 72201R775 3155 30701 SH SOLE 29050 0 1651 SCHWAB INTERMEDIATE-TERM US TR ETF 808524854 3313 62562 SH SOLE 47950 0 14612 SPDR DOUBLELINE TOT RET TACT E ETF 78467V848 5820 122872 SH SOLE 119351 0 3521 ISHARES 7-10 YEAR TREASURY BON ETF 464287440 81777 784811 SH SOLE 680542 0 104270 ISHARES CORE U.S. AGGREGATE ETF 464287226 2909 27320 SH SOLE 27320 0 0 ISHARES TR CORE TOTAL BOND ETF ETF 46434V613 458 9292 SH SOLE 1588 0 7704 PIMCO ETF TR 0-5 HIGH YIELD ETF 72201R783 549 5767 SH SOLE 4803 0 964 SCHWAB SHORT-TERM US TREASURY ETF 808524862 1648 33027 SH SOLE 22371 0 10656 SCHWAB U.S. AGGREGATE BOND ETF ETF 808524839 9246 182765 SH SOLE 174796 0 7969 VANGUARD SHORT-TERM CORP BD ID ETF 92206C409 318 4076 SH SOLE 3377 0 699 VANGUARD TOTAL BOND MRKT ETF ETF 921937835 259 3264 SH SOLE 3204 0 60 VANGUARD TOTAL INTL BOND ETF ETF 92203J407 835 15399 SH SOLE 15399 0 0 GM 6.75 ESC PEND FUT DIST PFD 370ESCAZ8 0 27000 SH SOLE 27000 0 0 GOLDMAN SACHS GROUP INC SHS D PFD 38144G804 810 46266 SH SOLE 46266 0 0