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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 $891,161,413
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 4,645,677 $133,981,331 15.03%
2.
Schwab Strategic Trust
 FNDF 4,435,795 $119,367,235 13.39%
3.
Spdr Series Trust
 2,721,333 $79,680,631 8.94%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 120,828 $75,775,131 8.5%
5.
Ishares Trust
 IEF 612,609 $40,432,178 4.54%
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%

Returns since its inception in May 2014 (through August 15th, 2025)

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