Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERMAY WEALTH MANAGEMENT LLC | 08-10-2023 | 06-30-2023 | 554 | 519,563,426 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1 | $97,943,658 | 1,870,225 | 0.02 | 0.02 | -37,547 | -1.97 | 06-30-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $61,160,410 | 149,639 | 0.01 | 0.01 | -1,609 | -1.06 | 06-30-2023 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 3 | $45,470,642 | 906,874 | 0.01 | 0.01 | -28,390 | -3.04 | 06-30-2023 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $37,213,359 | 142,318 | 0.01 | 0.01 | 1,421 | 1.01 | 06-30-2023 |
