SVA PLUMB WEALTH MANAGEMENT, LLC Information

1221 JOHN Q HAMMONS DRIVE, MADISON, Wisconsin, 53717, (608) 824-8800

Report Date: 12/31/2013

Position Statistics

Total Positions 134
New Positions 134
Increased Positions 134
Decreased Positions 0
Positions with Activity 134
Sold Out Positions 0
Total Mkt Value (in $ millions) 169

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.83%
Capital Goods 1.38%
Conglomerates
Consumer Cyclical 0.54%
Consumer/Non-Cyclical 4.26%
Energy 4.46%
Financial 69.55%
Healthcare 5.46%
Services 4.21%
Technology 5.82%
Transportation 0.33%
Utilities 2.82%

134 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INDEX FDS MCAP VL IDXVIP 9,360 9,360 New 113,844
VANGUARD INDEX FDS GROWTH ETF 7,867 7,867 New 84,962
VANGUARD INDEX FDS MCAP GR IDXVIP 7,543 7,543 New 83,104
VANGUARD INDEX FDS MID CAP ETF 7,340 7,340 New 65,496
VANGUARD BD INDEX FD INC SHORT TRM BOND 7,092 7,092 New 88,555
VANGUARD INDEX FDS VALUE ETF 7,076 7,076 New 90,701
VANGUARD INDEX FDS SML CP GRW ETF 5,462 5,462 New 45,304
SPDR S&P 500 ETF TR TR UNIT 4,432 4,432 New 23,779
VANGUARD INDEX FDS LARGE CAP ETF 4,263 4,263 New 49,796
VANGUARD INDEX FDS SM CP VAL ETF 3,991 3,991 New 40,188
SCHWAB STRATEGIC TR US LRG CAP ETF 3,702 3,702 New 83,106
PIMCO ETF TR TOTL RETN ETF 3,419 3,419 New 31,984
SCHWAB STRATEGIC TR US SML CAP ETF 3,093 3,093 New 59,070
JOHNSON & JOHNSON COM 2,815 2,815 New 28,443
ISHARES INTL SEL DIV ETF 2,707 2,707 New 69,033
WISDOMTREE TR SMALLCAP DIVID 2,687 2,687 New 39,585
EXXON MOBIL CORP COM 2,591 2,591 New 25,800
ALPS ETF TR ALERIAN MLP 2,245 2,245 New 124,234
GENERAL ELECTRIC CO COM 2,132 2,132 New 80,286
WISDOMTREE TR MIDCAP DIVI FD 2,062 2,062 New 26,761