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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 $812,488,391
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 3,944,118 $113,472,275 13.97%
2.
Schwab Strategic Trust
 FNDF 4,544,697 $111,072,397 13.67%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 126,965 $72,316,275 8.9%
4.
Spdr Series Trust
 2,313,895 $67,773,985 8.34%
5.
Ishares Trust
 IEF 647,557 $40,161,506 4.94%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)