0001587836-16-000017.txt : 20161114 0001587836-16-000017.hdr.sgml : 20161111 20161114115857 ACCESSION NUMBER: 0001587836-16-000017 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161114 DATE AS OF CHANGE: 20161114 EFFECTIVENESS DATE: 20161114 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: 161992453 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 primary_doc.xml 13F-HR LIVE false false false 0001587836 XXXXXXXX 09-30-2016 09-30-2016 SVA Plumb Wealth Management, LLC

1221 JOHN Q. HAMMONS DRIVE MADISON WI 53717

13F HOLDINGS REPORT 028-15784 N Connie Redman 608-826-2763 Connie Redman Madison WI 11-14-2016 0 198 642358 false INFORMATION TABLE 2 a13f0916.xml 13F HOLDINGS REPORT 1/100 BERKSHIRE HATHAWAY CLA 1 COM 084990175 432 200 SH SOLE 100 0 100 3M CO COM COM 88579Y101 7537 42767 SH SOLE 40143 0 2624 ABBOTT LABS COM COM 002824100 2006 47446 SH SOLE 45768 0 1678 ABBVIE INC COM COM 00287Y109 419 6641 SH SOLE 6169 0 472 ALLIANT ENERGY CORP COM COM 018802108 406 10602 SH SOLE 10602 0 0 ALLSTATE CORP COM 020002101 208 3007 SH SOLE 2426 0 581 ALPHABET INC CAP STK CL A COM 02079K305 4735 5889 SH SOLE 5603 0 286 ALPHABET INC CAP STK CL C COM 02079K107 4352 5599 SH SOLE 5519 0 80 ALTRIA GROUP INC COM COM 02209S103 978 15460 SH SOLE 12627 0 2833 AMAZON COM INC COM COM 023135106 612 731 SH SOLE 731 0 0 AMERICAN ELEC PWR INC COM COM 025537101 2312 36005 SH SOLE 27170 0 8835 AMERICAN INTL GROUP INC COM NE COM 026874784 422 7108 SH SOLE 7108 0 0 AMGEN INC COM 031162100 2847 17066 SH SOLE 13634 0 3432 ANALOG DEVICES INC COM COM 032654105 971 15066 SH SOLE 9226 0 5840 APPLE INC COM COM 037833100 12807 113286 SH SOLE 99469 0 13817 ASSOCIATED BANC CORP COM COM 045487105 256 13044 SH SOLE 12044 0 1000 AT&T INC COM COM 00206R102 4394 108189 SH SOLE 87191 0 20998 AUTOMATIC DATA PROCESSING INC COM 053015103 307 3486 SH SOLE 3486 0 0 BANK MUTUAL CORPORATION COM 063750103 1205 156882 SH SOLE 156882 0 0 BANK OF AMERICA COM 060505104 223 14274 SH SOLE 14274 0 0 BARD C R INC COM COM 067383109 224 1000 SH SOLE 1000 0 0 BB&T CORP COM COM 054937107 1593 42245 SH SOLE 31706 0 10539 BERKSHIRE HATHAWAY INC CL A COM 084670108 3027 14 SH SOLE 14 0 0 BERKSHIRE HATHAWAY INC DEL CL COM 084670702 6246 43236 SH SOLE 40850 0 2386 BIOGEN INC COM 09062X103 2291 7318 SH SOLE 7000 0 318 BOEING CO COM 097023105 267 2030 SH SOLE 2030 0 0 BRISTOL MYERS SQUIBB CO COM COM 110122108 5583 103546 SH SOLE 93497 0 10049 BROWN-FOREMAN CORPORATION COM 115637209 863 18200 SH SOLE 18200 0 0 CARDINAL HEALTH INC COM COM 14149Y108 212 2723 SH SOLE 1582 0 1141 CERNER CORP COM 156782104 346 5600 SH SOLE 5600 0 0 CHEVRON CORP NEW COM COM 166764100 4870 47320 SH SOLE 37980 0 9340 CISCO SYS INC COM COM 17275R102 4939 155696 SH SOLE 138474 0 17222 CITIGROUP INC COM NEW COM 172967424 308 6526 SH SOLE 6526 0 0 COCA COLA CO COM COM 191216100 5056 119480 SH SOLE 91772 0 27708 COMCAST CORP NEW CL A COM 20030N101 265 3995 SH SOLE 3995 0 0 CONOCOPHILLIPS COM COM 20825C104 612 14069 SH SOLE 12369 0 1700 CONSTELLATION BRANDS INC CL A COM 21036P108 8921 53584 SH SOLE 52469 0 1115 COSTCO WHOLESALE CORP COM 22160K105 466 3055 SH SOLE 3055 0 0 CVS HEALTH CORP COM 126650100 299 3364 SH SOLE 3185 0 179 DISCOVER FINL SVCS COM COM 254709108 5344 94503 SH SOLE 90771 0 3732 DISNEY WALT CO COM DISNEY COM 254687106 7235 77912 SH SOLE 73664 0 4248 DOMINION RES INC VA NEW COM COM 25746U109 361 4858 SH SOLE 4858 0 0 DOW CHEMICAL CORP COM 260543103 241 4645 SH SOLE 1695 0 2950 DUKE ENERGY CORP NEW COM NEW COM 26441C204 657 8206 SH SOLE 8034 0 172 EMERSON ELEC CO COM COM 291011104 4987 91493 SH SOLE 83379 0 8114 EXXON MOBIL CORP COM COM 30231G102 8238 94390 SH SOLE 73503 0 20887 FIDELITY NATL INFO SVC COM COM 31620M106 1392 18074 SH SOLE 18074 0 0 FISERV INC COM COM 337738108 5408 54372 SH SOLE 54055 0 317 FORD MTR CO DEL COM PAR $0.01 COM 345370860 930 77089 SH SOLE 69179 0 7910 GENERAL ELECTRIC CO COM COM 369604103 10546 356039 SH SOLE 316641 0 39398 GENERAL MILLS INC COM 370334104 265 4156 SH SOLE 3754 0 402 GENERAL MTRS CO COM COM 37045V100 248 7794 SH SOLE 5382 0 2412 GILEAD SCIENCES INC COM COM 375558103 270 3416 SH SOLE 3016 0 400 GOLDEN PHOENIX MINERALS INC. 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MKT MIN VOL ETF 464286533 208 3850 SH SOLE 3780 0 70 ISHARES TR CORE MSCI EAFE ETF 46432F842 219 3975 SH SOLE 3975 0 0 ISHARES TR DJ INTL SEL DIVD ETF 464288448 602 20075 SH SOLE 18515 0 1560 ISHARES TR EAFE MIN VOLAT ETF 46429B689 1184 17506 SH SOLE 12965 0 4541 ISHARES TR MSCI GRW ETF ETF 464288885 1942 28405 SH SOLE 12332 0 16073 ISHARES TR MSCI SMALL CAP ETF 464288273 675 12885 SH SOLE 6604 0 6281 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 260 11262 SH SOLE 6587 0 4675 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1096 38081 SH SOLE 22490 0 15591 SCHWAB STRATEGIC TR SCHWB FDT ETF 808524755 39184 1554316 SH SOLE 750812 0 803504 VANGUARD FTSE ALL-WLD EX-US SM ETF 922042718 488 4908 SH SOLE 2723 0 2185 VANGUARD INTL.EQ.FTSE ALL-WORL ETF 922042775 743 16363 SH SOLE 12575 0 3788 WISDOMTREE DEFA ETF 97717W703 493 10472 SH SOLE 5585 0 4887 WISDOMTREE INTERNATIONAL SMALL ETF 97717W760 433 7048 SH SOLE 7048 0 0 STERICYCLE INC PFD 858912207 3626 54711 SH SOLE 49430 0 5281 ISHARES LEHMAN AGGREGATE BOND ETF 464287226 2224 19785 SH SOLE 12061 0 7724 VANGUARD BD INDEX FD INTERMED ETF 921937819 387 4419 SH SOLE 3466 0 953 VANGUARD BD INDEX FD SHORT TRM ETF 921937827 2677 33123 SH SOLE 15922 0 17201 VANGUARD SHORT-TERM CORP BD ID ETF 92206C409 331 4105 SH SOLE 1479 0 2626 VANGUARD TOTAL BOND MRKT ETF ETF 921937835 2237 26589 SH SOLE 22022 0 4567 VANGUARD TOTAL INTL BOND ETF ETF 92203J407 1169 20856 SH SOLE 11869 0 8987 GOLDMAN SACHS GROUP INC SHS D PFD 38144G804 3331 142670 SH SOLE 137270 0 5400 IVY FDS INC MUN HYLD INC C COM 466001765 65 12060 SH SOLE 12060 0 0 ALPS ETF TR ALERIAN MLP ETF 00162Q866 160 12645 SH SOLE 8000 0 4645 VANGUARD INDEX FDS REIT ETF ETF 922908553 881 10156 SH SOLE 10156 0 0 CENTRAL FD CDA LTD. 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