SVA Plumb Wealth Management, LLC 13F Holdings

CIK 02815784 · MADISON, WI

As of Dec 31, 2020, SVA Plumb Wealth Management, LLC reported 229 positions worth .1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SCHWAB US MID-CAP ETFSCHMEquity1,703,037 16.1K10.18%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDVXUS—1,928,011 16.0K10.17%
SCHWAB US LARGE-CAP ETFSCHXEquity1,251,340 13.8K9.97%
J P MORGAN EXCHANGE TRADED FJPUS—747,959$62.6K5.48%
ISHARES CORE S&P SMALL-CAP ETFIJR—577,799$53.1K4.65%
APPLE INCAAPLTechnology333,616$44.3K3.88%
MICROSOFT CORPMSFTTechnology131,375$29.2K2.56%
SCHWAB US AGGREGATE BOND ETFSCHZEquity374,719$21.0K1.84%
VISA INC-CLASS A SHARESVFinancial Services73,414 6.1K1.41%
VANGUARD GROWTH INDEX FUNDVUG—57,156 4.5K1.27%
JOHNSON & JOHNSONJNJHealthcare87,074 3.7K1.20%
VANGUARD MID-CAP GROWTH ETFVOT—62,021 3.2K1.15%
JPMORGAN CHASE & COJPMFinancial Services99,404 2.6K1.11%
ALPHABET INCGOOGLEquity6,832 2.0K1.05%
AMAZON.COM INCAMZNEquity3,572 1.6K1.02%
SCHWAB US SMALL-CAP ETFSCHA—130,579 1.6K1.02%
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFIXUS—165,201 1.1K0.97%
VANGUARD MID-CAP VALUE INDEX FUNDVOE—93,040 1.1K0.97%
VANGUARD MID-CAP INDEX FUNDVO—52,721 0.9K0.96%
PEPSICO INCPEPConsumer Defensive73,258 0.9K0.95%
WALT DISNEY CODISCommunication Services56,273 0.2K0.89%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services39,310$9.1K0.80%
PROCTER & GAMBLE COPGConsumer Defensive65,326$9.1K0.80%
VANGUARD VALUE INDEX FUNDVTV—74,982$8.9K0.78%
HONEYWELL INTERNATIONAL INCHONIndustrials41,069$8.7K0.77%