Damon White - COO/Principal/Chief Compliance Officer
Location
Arlington, VA
Holdings as of
30 Sep 2019
Value $
$366,851,000
Num holdings
149
Filing time
29 Oct 2019, 15:18:02 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included SCHX, IJH, JPST, VOO, and SPY.
Filing 2019 Q3 compared to 2019 Q2 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Damon White
COO/Principal/Chief Compliance Officer
Arlington, Virginia
29 Oct 2019
List of Other Managers Reporting for EVERMAY WEALTH MANAGEMENT LLC:
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