Instuitional Investor - Evermay Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Evermay Wealth Management Llc
Portfolio Value $541,516,208
Filing Period:
No. Security Ticker Shares Value % Port
1. FNDF 1,783,916 $100,612,887 18.57%
2.
Vanguard Index Fds
142,438 $62,216,928 11.48%
3. IEF 140,661 $38,984,291 7.19%
4. FNDF 618,802 $29,980,957 5.53%
5. SPY 60,785 $29,001,713 5.35%