EVERMAY WEALTH MANAGEMENT LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationarlington, VA
- CIK0001066816
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
579 | $761.46M | SCHX, SPDR SER TR, VOO, KRE | 13F-HR | May 7, 2025 | 000106681625000003 | ||
573 | $660.28M | SCHX, VOO, IJH, SPY | 13F-HR | Jan 23, 2025 | 000106681625000001 | ||
588 | $622.24M | SCHX, VOO, IJH, SPY | 13F-HR | Oct 25, 2024 | 000106681624000006 | ||
609 | $623.58M | SCHX, VOO, IJH, SPY | 13F-HR | Aug 1, 2024 | 000106681624000005 | ||
611 | $662.13M | SCHX, VOO, IJH, SCHO | 13F-HR | May 14, 2024 | 000106681624000003 | ||
676 | $541.52M | SCHX, VOO, IJH, SCHO | 13F-HR | Feb 12, 2024 | 000106681624000002 | ||
558 | $489.38M | SCHX, VOO, IJH, SPY | 13F-HR | Nov 14, 2023 | 000106681623000012 | ||
554 | $519.56M | SCHX, VOO, JPST, IJH | 13F-HR | Aug 10, 2023 | 000106681623000010 | ||
537 | $495.51M | SCHX, VOO, JPST, IJH | 13F-HR | May 15, 2023 | 000106681623000008 | ||
566 | $491.13M | SCHX, VOO, JPST, IJH | 13F-HR | Jan 19, 2023 | 000106681623000001 | ||
540 | $502.80M | SCHX, JPST, VOO, IJH | 13F-HR | Nov 14, 2022 | 000106681622000007 | ||
540 | $515.11M | SCHX, JPST, VOO, IJH | 13F-HR | Aug 15, 2022 | 000106681622000005 | ||
542 | $596.28M | SCHX, VOO, JPST, IJH | 13F-HR | May 16, 2022 | 000106681622000003 | ||
529 | $559.62M | SCHX, VOO, JPST, IJH | 13F-HR | Feb 14, 2022 | 000106681622000001 | ||
466 | $516.25M | SCHX, VOO, JPST, IJH | RESTATEMENT | Nov 12, 2021 | 000106681621000005 | ||
520 | $539.83M | SCHX, VOO, JPST, IJH | 13F-HR | Aug 13, 2021 | 000106681621000003 | ||
174 | $500.19M | SCHX, VOO, JPST, IJH | 13F-HR | May 10, 2021 | 000117266121001075 | ||
171 | $453.53M | SCHX, VOO, JPST, SPY | 13F-HR | Feb 16, 2021 | 000117266121000493 | ||
157 | $407.16M | SCHX, VOO, JPST, SPY | 13F-HR | Nov 5, 2020 | 000117266120002059 | ||
152 | $380.00M | SCHX, VOO, JPST, SPY | 13F-HR | Jul 20, 2020 | 000117266120001543 | ||
135 | $329.50M | SCHX, JPST, VOO, IJH | 13F-HR | Apr 24, 2020 | 000117266120001092 | ||
160 | $406.69M | SCHX, IJH, JPST, VOO | 13F-HR | Feb 11, 2020 | 000117266120000384 | ||
149 | $366.85M | SCHX, IJH, JPST, VOO | 13F-HR | Oct 29, 2019 | 000117266119002070 | ||
146 | $360.01M | SCHX, IJH, JPST, VOO | 13F-HR | Jul 23, 2019 | 000117266119001566 | ||
146 | $353.68M | SCHX, IJH, JPST, VOO | 13F-HR | May 3, 2019 | 000117266119001109 | ||
131 | $308.85M | SCHX, IJH, JPST, VOO | 13F-HR | Jan 24, 2019 | 000117266119000240 | ||
146 | $320.31M | SCHX, IJH, VOO, SPY | 13F-HR | Oct 29, 2018 | 000117266118001891 | ||
133 | $300.21M | SCHX, IJH, VOO, SPY | 13F-HR | Aug 6, 2018 | 000117266118001457 | ||
133 | $290.15M | SCHX, IJH, VOO, SPY | 13F-HR | May 4, 2018 | 000117266118001001 | ||
141 | $273.05M | SCHX, IJH, VOO, SPY | 13F-HR | Feb 7, 2018 | 000117266118000290 | ||
100 | $230.35M | SCHX, IJH, VOO, SPY | 13F-HR | Oct 23, 2017 | 000117266117001848 | ||
99 | $225.53M | SCHX, IJH, SPY, VOO | 13F-HR | Aug 2, 2017 | 000117266117001455 | ||
101 | $223.35M | SCHX, IJH, SPY, VOO | 13F-HR | May 10, 2017 | 000117266117000988 | ||
81 | $204.39M | SCHX, IJH, SPY, VOO | 13F-HR | Feb 1, 2017 | 000117266117000229 | ||
75 | $198.60M | SCHX, IJH, SPY, VOO | 13F-HR | Nov 1, 2016 | 000117266116004072 | ||
78 | $191.46M | SCHX, IJH, SPY, VOO | 13F-HR | Aug 3, 2016 | 000117266116003646 | ||
73 | $178.46M | SCHX, SPY, IJH, VOO | 13F-HR | May 9, 2016 | 000117266116003192 | ||
76 | $169.79M | SCHX, SPY, IJH, VOO | 13F-HR | Feb 5, 2016 | 000117266116002436 | ||
81 | $166.84M | SCHX, IJH, SPY, VNQ | 13F-HR | Nov 3, 2015 | 000117266115001852 | ||
84 | $168.12M | SCHX, SPY, IJH, VNQ | 13F-HR | Aug 6, 2015 | 000117266115001425 | ||
87 | $169.11M | SCHX, SPY, IJH, VNQ | 13F-HR | Apr 30, 2015 | 000117266115000961 | ||
84 | $154.07M | SCHX, SPY, IJH, VNQ | 13F-HR | Feb 4, 2015 | 000117266115000239 | ||
80 | $116.46M | SPY, SCHX, IJH, IJR | 13F-HR | Nov 4, 2014 | 000117266114001672 | ||
80 | $115.58M | SPY, IJH, SCHX, IJR | 13F-HR | Aug 6, 2014 | 000117266114001314 | ||
65 | $93.88M | SPY, IJH, SCHX, VYM | 13F-HR | May 9, 2014 | 000117266114000956 | ||
46 | $71.96M | SPY, IJH, VYM, IWM | 13F-HR | Feb 14, 2014 | 000117266114000667 |