Notify me when EVERMAY WEALTH MANAGEMENT LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 570 | $891,161,332 | +$23,094,779 | -$20,249,507 | +$2,845,272 | SPTI, SCHX, SPTS, VOO, IJH | 13F-HR | 21 Jan 2026, 18:14 |
| Q3 2025 | 558 | $874,458,296 | +$39,345,594 | -$25,279,193 | +$14,066,401 | SPTI, SCHX, VOO, SPTS, IJH | 13F-HR | 04 Nov 2025, 18:17 |
| Q2 2025 | 571 | $812,488,389 | +$28,462,325 | -$28,553,619 | -$91,294 | SPTI, SCHX, VOO, SPTS, IJH | 13F-HR | 29 Jul 2025, 17:53 |
| Q1 2025 | 579 | $761,463,453 | +$145,529,064 | -$21,985,088 | +$123,543,976 | SCHX, SPTI, VOO, SPTS, IJH | 13F-HR | 07 May 2025, 15:33 |
| Q4 2024 | 573 | $660,275,287 | +$137,137,110 | -$18,755,543 | +$118,381,567 | SCHX, VOO, IJH, SPY, SPTI | 13F-HR | 23 Jan 2025, 21:37 |
| Q3 2024 | 587 | $622,235,570 | +$13,278,653 | -$50,588,784 | -$37,310,131 | SCHX, VOO, IJH, SPY, IVV | 13F-HR | 25 Oct 2024, 15:07 |
| Q2 2024 | 607 | $623,580,857 | +$13,780,760 | -$60,109,164 | -$46,328,404 | SCHX, VOO, IJH, SPY, IVV | 13F-HR | 01 Aug 2024, 13:52 |
| Q1 2024 | 610 | $662,124,639 | +$126,530,297 | -$12,196,832 | +$114,333,465 | SCHX, VOO, IJH, SCHO, SGOV | 13F-HR | 13 May 2024, 18:23 |
| Q4 2023 | 676 | $541,516,208 | +$49,758,233 | -$46,483,259 | +$3,274,974 | SCHX, VOO, IJH, SCHO, SPY | 13F-HR | 09 Feb 2024, 20:34 |
| Q3 2023 | 558 | $489,384,918 | +$25,042,679 | -$37,252,217 | -$12,209,538 | SCHX, VOO, IJH, SPY, JPST | 13F-HR | 13 Nov 2023, 19:13 |
| Q2 2023 | 553 | $519,563,362 | +$11,563,497 | -$17,966,717 | -$6,403,220 | SCHX, VOO, JPST, IJH, SPY | 13F-HR | 10 Aug 2023, 12:39 |
| Q1 2023 | 537 | $495,509,002 | +$9,168,656 | -$24,843,319 | -$15,674,663 | SCHX, VOO, JPST, IJH, SPY | 13F-HR | 15 May 2023, 12:49 |
| Q4 2022 | 566 | $491,127,503 | +$11,475,538 | -$54,044,635 | -$42,569,097 | SCHX, VOO, JPST, IJH, SPY | 13F-HR | 19 Jan 2023, 10:08 |
| Q3 2022 | 509 | $502,772,000 | +$21,225,026 | -$8,065,793 | +$13,159,233 | SCHX, JPST, VOO, IJH, SPY | 13F-HR | 14 Nov 2022, 13:09 |
| Q2 2022 | 507 | $515,095,000 | +$41,638,398 | -$38,309,574 | +$3,328,824 | SCHX, JPST, VOO, IJH, MINT | 13F-HR | 15 Aug 2022, 12:30 |
| Q1 2022 | 517 | $596,267,000 | +$135,758,492 | -$16,914,244 | +$118,844,248 | SCHX, VOO, JPST, IJH, SPY | 13F-HR | 16 May 2022, 13:10 |
| Q4 2021 | 503 | $559,600,000 | +$12,549,461 | -$9,504,032 | +$3,045,429 | SCHX, VOO, JPST, IJH, SPY | 13F-HR | 14 Feb 2022, 09:01 |
| Q3 2021 | 445 | $516,239,000 | +$7,107,959 | -$26,886,916 | -$19,778,957 | SCHX, VOO, JPST, IJH, SPY | Restatement | 12 Nov 2021, 15:14 |
| Q2 2021 | 500 | $539,823,000 | +$21,158,198 | -$11,395,139 | +$9,763,059 | SCHX, VOO, JPST, IJH, SPY | 13F-HR | 12 Aug 2021, 19:22 |
| Q1 2021 | 174 | $500,191,000 | +$31,469,071 | -$9,355,008 | +$22,114,063 | SCHX, VOO, JPST, IJH, SPY | 13F-HR | 10 May 2021, 17:06 |
| Q4 2020 | 170 | $452,971,000 | +$19,336,395 | -$15,046,151 | +$4,290,244 | SCHX, VOO, JPST, SPY, IJH | 13F-HR | 16 Feb 2021, 09:44 |
| Q3 2020 | 157 | $407,157,000 | +$14,929,541 | -$6,290,464 | +$8,639,077 | SCHX, VOO, JPST, SPY, IJH | 13F-HR | 05 Nov 2020, 15:31 |
| Q2 2020 | 152 | $380,003,000 | +$26,934,925 | -$32,717,456 | -$5,782,531 | SCHX, VOO, JPST, SPY, IJH | 13F-HR | 20 Jul 2020, 14:50 |
| Q1 2020 | 135 | $329,499,000 | +$19,641,231 | -$20,532,328 | -$891,097 | SCHX, JPST, VOO, IJH, SPY | 13F-HR | 24 Apr 2020, 16:37 |
| Q4 2019 | 160 | $406,691,000 | +$21,534,530 | -$6,366,546 | +$15,167,984 | SCHX, IJH, JPST, VOO, SPY | 13F-HR | 10 Feb 2020, 17:35 |
| Q3 2019 | 149 | $366,851,000 | +$10,014,429 | -$5,497,817 | +$4,516,612 | SCHX, IJH, JPST, VOO, SPY | 13F-HR | 29 Oct 2019, 15:18 |
| Q2 2019 | 146 | $360,010,000 | +$4,281,572 | -$8,479,069 | -$4,197,497 | SCHX, IJH, JPST, VOO, SPY | 13F-HR | 23 Jul 2019, 16:28 |
| Q1 2019 | 146 | $353,682,000 | +$13,155,318 | -$2,874,102 | +$10,281,216 | SCHX, IJH, JPST, VOO, SPY | 13F-HR | 03 May 2019, 16:31 |
| Q4 2018 | 131 | $308,853,000 | +$46,096,946 | -$13,634,137 | +$32,462,809 | SCHX, IJH, JPST, VOO, SPY | 13F-HR | 24 Jan 2019, 16:05 |
| Q3 2018 | 146 | $320,315,000 | +$9,919,192 | -$6,949,604 | +$2,969,588 | SCHX, IJH, VOO, SPY, IJR | 13F-HR | 29 Oct 2018, 09:53 |
| Q2 2018 | 133 | $299,932,000 | +$5,403,356 | -$4,524,040 | +$879,316 | SCHX, IJH, VOO, SPY, MINT | 13F-HR | 03 Aug 2018, 17:36 |
| Q1 2018 | 133 | $289,847,000 | +$33,789,963 | -$13,508,914 | +$20,281,049 | SCHX, IJH, VOO, SPY, MINT | 13F-HR | 04 May 2018, 17:26 |
| Q4 2017 | 141 | $273,047,000 | +$33,829,727 | -$3,785,175 | +$30,044,552 | SCHX, IJH, VOO, SPY, MINT | 13F-HR | 07 Feb 2018, 16:02 |
| Q3 2017 | 100 | $230,351,000 | +$6,535,203 | -$9,339,808 | -$2,804,605 | SCHX, IJH, VOO, SPY, MINT | 13F-HR | 23 Oct 2017, 16:19 |
| Q2 2017 | 99 | $225,535,000 | +$5,895,255 | -$8,187,578 | -$2,292,323 | SCHX, IJH, SPY, VOO, MINT | 13F-HR | 01 Aug 2017, 17:34 |
| Q1 2017 | 101 | $223,350,000 | +$16,671,996 | -$2,528,526 | +$14,143,470 | SCHX, IJH, SPY, VOO, MINT | 13F-HR | 09 May 2017, 21:00 |
| Q4 2016 | 81 | $204,393,000 | +$5,837,761 | -$7,000,211 | -$1,162,450 | SCHX, IJH, SPY, VOO, SCHO | 13F-HR | 01 Feb 2017, 14:29 |
| Q3 2016 | 75 | $198,604,000 | +$6,390,250 | -$4,914,805 | +$1,475,445 | SCHX, IJH, SPY, VOO, SCHO | 13F-HR | 01 Nov 2016, 13:16 |
| Q2 2016 | 78 | $191,456,000 | +$10,785,893 | -$2,184,412 | +$8,601,481 | SCHX, IJH, SPY, VOO, SCHO | 13F-HR | 03 Aug 2016, 11:03 |
| Q1 2016 | 73 | $178,455,000 | +$9,258,387 | -$2,841,313 | +$6,417,074 | SCHX, SPY, IJH, VOO, SCHO | 13F-HR | 09 May 2016, 12:02 |
| Q4 2015 | 76 | $169,789,000 | +$23,056,242 | -$27,580,030 | -$4,523,788 | SCHX, SPY, IJH, VOO, SCHO | 13F-HR | 04 Feb 2016, 17:48 |
| Q3 2015 | 81 | $166,843,000 | +$17,713,960 | -$6,479,668 | +$11,234,292 | SCHX, IJH, SPY, VNQ, AMJ | 13F-HR | 03 Nov 2015, 14:21 |
| Q2 2015 | 84 | $168,118,000 | +$7,438,951 | -$4,713,903 | +$2,725,048 | SCHX, SPY, IJH, VNQ, AMJ | 13F-HR | 06 Aug 2015, 13:28 |
| Q1 2015 | 87 | $169,113,000 | +$19,174,577 | -$5,179,713 | +$13,994,864 | SCHX, SPY, IJH, VNQ, AMJ | 13F-HR | 30 Apr 2015, 06:32 |
| Q4 2014 | 84 | $153,843,000 | +$36,350,750 | -$3,520,084 | +$32,830,666 | SCHX, SPY, IJH, VNQ, AMJ | 13F-HR | 04 Feb 2015, 16:59 |
| Q3 2014 | 80 | $116,461,000 | +$4,876,189 | -$2,023,695 | +$2,852,494 | SPY, SCHX, IJH, IJR, SCHD | 13F-HR | 04 Nov 2014, 17:09 |
| Q2 2014 | 80 | $115,355,000 | +$23,358,286 | -$4,276,527 | +$19,081,759 | SPY, IJH, SCHX, IJR, SCHD | 13F-HR | 06 Aug 2014, 09:10 |
| Q1 2014 | 65 | $93,881,000 | +$24,343,907 | -$3,285,148 | +$21,058,759 | SPY, IJH, SCHX, VYM, IWM | 13F-HR | 09 May 2014, 11:39 |
| Q4 2013 | 46 | $71,964,000 | $0 | $0 | $0 | SPY, IJH, VYM, IWM, MINT | 13F-HR | 14 Feb 2014, 10:50 |