0001587836-16-000011.txt : 20160209
0001587836-16-000011.hdr.sgml : 20160209
20160209110727
ACCESSION NUMBER: 0001587836-16-000011
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20151231
FILED AS OF DATE: 20160209
DATE AS OF CHANGE: 20160209
EFFECTIVENESS DATE: 20160209
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SVA Plumb Wealth Management, LLC
CENTRAL INDEX KEY: 0001587836
IRS NUMBER: 274605583
STATE OF INCORPORATION: WI
FISCAL YEAR END: 0531
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15784
FILM NUMBER: 161397907
BUSINESS ADDRESS:
STREET 1: 1221 JOHN Q. HAMMONS DRIVE
CITY: MADISON
STATE: WI
ZIP: 53717
BUSINESS PHONE: (608) 824-8800
MAIL ADDRESS:
STREET 1: 1221 JOHN Q. HAMMONS DRIVE
CITY: MADISON
STATE: WI
ZIP: 53717
13F-HR
1
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0001587836
XXXXXXXX
12-31-2015
12-31-2015
SVA Plumb Wealth Management, LLC
1221 JOHN Q. HAMMONS DRIVE
MADISON
WI
53717
13F HOLDINGS REPORT
028-15784
N
Connie Redman
Chief Compliance Officer
608-826-2763
Connie Redman
Madison
WI
02-09-2016
0
212
577968
false
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39422
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COM
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COM
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COM
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3606
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2935
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COM
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284
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COM
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123
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COM
02209S103
1023
17570
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14737
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2833
AMAZON COM INC COM
COM
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706
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COM
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1621
27825
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COM
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COM
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DIAGEO P L C SPON ADR NEW
ADR
25243Q205
2031
18618
SH
SOLE
14098
0
4520
GLAXOSMITHKLINE PLC-ADR SPONSO
ADR
37733W105
1378
34140
SH
SOLE
23170
0
10970
NATIONAL GRID PLC SPON ADR NEW
ADR
636274300
906
13032
SH
SOLE
12844
0
188
SANOFI AVENTIS SPONSORED ADR
ADR
80105N105
1261
29566
SH
SOLE
20455
0
9111
ALLERGAN PLC SHS
FGN
G0177J108
6919
22142
SH
SOLE
21623
0
519
BANK MONTREAL QUE COM
FGN
063671101
2325
41210
SH
SOLE
34330
0
6880
BLUTIP PWR TECHNOLOGIES LTD CO
FGN
09644C106
0
42000
SH
SOLE
42000
0
0
ENBRIDGE INC COM
FGN
29250N105
919
27695
SH
SOLE
20041
0
7654
MEDTRONIC PLC SHS
FGN
G5960L103
3447
44808
SH
SOLE
44123
0
685
NXP SEMICONDUCTORS N V COM
FGN
N6596X109
4721
56032
SH
SOLE
55058
0
974
POTASH CORP SASK INC COM
FGN
73755L107
452
26375
SH
SOLE
16836
0
9539
SCHLUMBERGER LTD COM
FGN
806857108
2804
40199
SH
SOLE
37768
0
2431
TARO PHARMACEUTICAL INDS LTD S
FGN
M8737E108
312
2020
SH
SOLE
2020
0
0
THOMSON REUTERS CORP COM
FGN
884903105
925
24436
SH
SOLE
17608
0
6828
ISHARES CNTRY MIN VL ETF
ETF
464286525
2331
33657
SH
SOLE
14490
0
19167
POWERSHARES GLOBAL ETF TRUST D
ETF
73936T789
854
23584
SH
SOLE
9017
0
14567
ISHARES EAFE VALUE ETF
ETF
464288877
800
17188
SH
SOLE
3033
0
14155
ISHARES INC EM MKT MIN VOL
ETF
464286533
904
18588
SH
SOLE
18040
0
548
ISHARES TR CORE MSCI EAFE
ETF
46432F842
298
5487
SH
SOLE
5487
0
0
ISHARES TR DJ INTL SEL DIVD
ETF
464288448
3478
121158
SH
SOLE
89883
0
31275
ISHARES TR EAFE MIN VOLAT
ETF
46429B689
1617
24922
SH
SOLE
20601
0
4321
ISHARES TR MSCI GRW ETF
ETF
464288885
937
13960
SH
SOLE
5870
0
8090
SCHWAB STRATEGIC TR INTL EQTY
ETF
808524805
1029
37334
SH
SOLE
20978
0
16356
SCHWAB STRATEGIC TR SCHWB FDT
ETF
808524755
22275
935150
SH
SOLE
394228
0
540922
VANGUARD FTSE ALL-WLD EX-US SM
ETF
922042718
726
7817
SH
SOLE
4063
0
3754
VANGUARD INTL.EQ.FTSE ALL-WORL
ETF
922042775
1106
25477
SH
SOLE
19154
0
6323
WISDOMTREE DEFA
ETF
97717W703
812
17435
SH
SOLE
9806
0
7629
WISDOMTREE INTERNATIONAL SMALL
ETF
97717W760
1375
23669
SH
SOLE
20821
0
2848
SSGA ACTIVE ETF TR SPDR TR TAC
ETF
78467V848
486
9995
SH
SOLE
6995
0
3000
ISHARES LEHMAN AGGREGATE BOND
ETF
464287226
1443
13358
SH
SOLE
11108
0
2250
PIMCO ETF TR 0-5 HIGH YIELD
ETF
72201R783
913
9961
SH
SOLE
4891
0
5070
SCHWAB STRATEGIC TR US AGGREGA
ETF
808524839
360
6984
SH
SOLE
3030
0
3954
VANGUARD BD INDEX FD INTERMED
ETF
921937819
224
2701
SH
SOLE
557
0
2144
VANGUARD BD INDEX FD SHORT TRM
ETF
921937827
3606
45320
SH
SOLE
15781
0
29539
VANGUARD SHORT-TERM CORP BD ID
ETF
92206C409
383
4853
SH
SOLE
2353
0
2500
VANGUARD TOTAL BOND MRKT ETF
ETF
921937835
2192
27142
SH
SOLE
21117
0
6025
VANGUARD TOTAL INTL BOND ETF
ETF
92203J407
687
12989
SH
SOLE
9667
0
3322
GOLDMAN SACHS GROUP INC SHS D
PFD
38144G804
3690
180859
SH
SOLE
175459
0
5400
IVY FDS INC MUN HYLD INC C
COM
466001765
64
12060
SH
SOLE
12060
0
0
ALPS ETF TR ALERIAN MLP
ETF
00162Q866
327
27103
SH
SOLE
22458
0
4645
VANGUARD INDEX FDS REIT ETF
ETF
922908553
699
8767
SH
SOLE
7782
0
985
JPMORGAN ALERIAN MLP INDEX ETN
ETN
46625H365
1263
43583
SH
SOLE
38649
0
4934
CENTRAL FD CDA LTD. CL. A
COM
153501101
246
24664
SH
SOLE
0
0
24664