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Home > Institutional Investor > Evermay Wealth Management Llc > Profile

Instuitional Investor - Evermay Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Evermay Wealth Management Llc
Portfolio Value $761,463,454
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 5,012,253 $110,670,552 14.53%
2.
Spdr Series Trust
 3,826,162 $109,351,710 14.36%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 133,940 $68,833,185 9.04%
4.
Spdr Ser Tr
 2,170,109 $63,453,988 8.33%
5.
Ishares Trust
 IEF 678,502 $39,590,593 5.2%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)