SP

SVA Plumb Wealth Management, LLC

13F
SVA Plumb Wealth Management, LLC
Last update 2021-02-05 220 Stocks (21 new)
Value $1.08 Bil Turnover 8 %
Countries:
Top Holdings: SCHM(10.78%)VXUS(10.77%)SCHX(10.57%)IJR(4.93%)AAPL(4.11%)
Summary Stock Picks Current Portfolio
SVA Plumb Wealth Management, L... Top Holdings of 2020-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHM
Schwab U.S. Mid-Cap ETF
1,703,037
116,113.0
-1.72%
10.780
-0.17%
1.300
+20.86%
+5.16%
11,926.0
 
VXUS
Vanguard Total International Stock
1,928,011
115,989.0
+59.70%
10.770
+4.03%
0.220
+19.81%
+19.14%
91,931.0
 
SCHX
Schwab U.S. Large-Cap ETF
2,502,680
113,809.0
+13.19%
10.570
+1.23%
0.200
+20.17%
+7.73%
56,768.6
 
IJR
iShares Core S&P Small-Cap ETF
577,799
53,100.0
+0.28%
4.930
+0.01%
0.090
+21.94%
+0.02%
82,568.4
 
AAPL
Apple Inc
333,616
44,267.0
-6.65%
4.110
-0.29%
0.000
+11.92%
-14.80%
3,178,844.1
Hardware
MSFT
Microsoft Corp
131,375
29,220.0
-4.46%
2.710
-0.14%
0.000
+31.72%
+19.41%
3,726,519.2
Software
SCHZ
Schwab US Aggregate Bond ETF
374,719
20,996.0
-2.99%
1.950
-0.07%
0.230
+2.48%
+3.72%
8,543.3
 
V
Visa Inc
73,414
16,058.0
-6.95%
1.490
-0.12%
0.000
+10.10%
+13.28%
697,038.2
Credit Services
VUG
Vanguard Growth ETF
57,156
14,480.0
-1.34%
1.340
-0.02%
0.020
+25.47%
+8.14%
164,896.0
 
JNJ
Johnson & Johnson
87,074
13,704.0
-0.05%
1.270
0%
0.000
+6.96%
+10.85%
379,413.7
Drug Manufacturers

SVA Plumb Wealth Management, LLC's Historical Top Holdings Breakdowns

SVA Plumb Wealth Management, LLC Total Holding History ($B)

To

SVA Plumb Wealth Management, LLC's Asset Allocation

To

SVA Plumb Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SVA Plumb Wealth Management, LLC's Hypothetical Growth since 2020-12-31

SVA Plumb Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SVA Plumb Wealth Management, LLC's Holdings Heat Map

Size field:

SVA Plumb Wealth Management, LLC's Holdings Bubble Chart

SVA Plumb Wealth Management, LLC News

  • 1

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