0001587836-18-000011.txt : 20181113 0001587836-18-000011.hdr.sgml : 20181113 20181113113355 ACCESSION NUMBER: 0001587836-18-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181113 DATE AS OF CHANGE: 20181113 EFFECTIVENESS DATE: 20181113 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: 181176380 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 09-30-2018 09-30-2018 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 11-13-2018 0 212 984495 false INFORMATION TABLE 2 a13fc0918.xml 13F HOLDINGS REPORT 1/100 BERKSHIRE HATHAWAY CLA 1 COM 084990175 640 200 SH SOLE 200 0 0 3M CO COM 88579Y101 7814 37084 SH SOLE 35401 0 1683 ABBOTT LABS COM COM 002824100 1696 23122 SH SOLE 23122 0 0 ABBVIE INC COM COM 00287Y109 642 6786 SH SOLE 6623 0 163 ADOBE SYS INC COM 00724F101 245 907 SH SOLE 907 0 0 ALIGN TECHNOLOGY INC. 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ETF 464288877 363 7001 SH SOLE 3292 0 3709 ISHARES TR EAFE MIN VOLAT ETF 46429B689 542 7443 SH SOLE 6435 0 1008 ISHARES TR MSCI GRW ETF ETF 464288885 635 7929 SH SOLE 3981 0 3948 ISHARES TR MSCI SMALL CAP ETF 464288273 617 9912 SH SOLE 7503 0 2409 SCHWAB EMERGING MARKETS EQUITY ETF 808524706 957 37242 SH SOLE 33348 0 3894 SCHWAB FUNDAMENTAL INTL LARGE ETF 808524755 6759 225682 SH SOLE 184001 0 41681 SCHWAB INTERNATIONAL EQUITY ET ETF 808524805 3011 89809 SH SOLE 80288 0 9521 SPDR MSCI ACWI ETF 78463X848 1848 49452 SH SOLE 32478 0 16974 VANGUARD FTSE ALL-WLD EX-US SM ETF 922042718 734 6545 SH SOLE 5300 0 1245 VANGUARD FTSE ALL-WORLD EX-US ETF 922042775 634 12184 SH SOLE 10685 0 1499 VANGUARD TOTAL INTERNATIONAL S ETF 921909768 40070 742033 SH SOLE 545971 0 196063 WISDOMTREE INTERNATIONAL EQUIT ETF 97717W703 226 4257 SH SOLE 4257 0 0 ETFIS SER TR I VIRTUS NEWFLEET ETF 26923G707 423 17488 SH SOLE 1579 0 15909 PIMCO ACTIVE BOND ETF ETF 72201R775 1071 10465 SH SOLE 5443 0 5022 SCHWAB 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