SVA PLUMB WEALTH MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 197
New Positions 32
Increased Positions 145
Decreased Positions 26
Positions with Activity 171
Sold Out Positions 4
Total Mkt Value (in $ millions) 281

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

Sector Weighting

Basic Materials 1.08%
Capital Goods 1.32%
Conglomerates
Consumer Cyclical 0.62%
Consumer/Non-Cyclical 4.79%
Energy 3.68%
Financial 67.01%
Healthcare 5.34%
Services 4.84%
Technology 5.59%
Transportation 0.7%
Utilities 2.8%

197 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WISDOMTREE TR SMLCAP EARN FD 14,141 277 2.00 169,396
VANGUARD INDEX FDS MCAP VL IDXVIP 10,617 41 .39 115,179
VANGUARD BD INDEX FD INC SHORT TRM BOND 9,588 1,165 13.83 119,567
VANGUARD INDEX FDS GROWTH ETF 9,180 46 .50 83,735
VANGUARD INDEX FDS MCAP GR IDXVIP 8,973 13 .15 83,989
SCHWAB STRATEGIC TR US MID-CAP ETF 8,696 5,276 154.27 202,415
SCHWAB STRATEGIC TR US SML CAP ETF 8,013 377 4.93 139,912
ISHARES INTL SEL DIV ETF 7,428 1,498 25.26 209,531
VANGUARD INDEX FDS VALUE ETF 7,338 -108 (1.45) 85,699
SCHWAB STRATEGIC TR US AGGREGATE B 7,234 703 10.76 137,291
WISDOMTREE TR SMALLCAP DIVID 7,203 702 10.80 100,304
SCHWAB STRATEGIC TR US LRG CAP ETF 6,514 420 6.89 128,727
SCHWAB STRATEGIC TR US BRD MKT ETF 6,397 373 6.20 124,440
VANGUARD INDEX FDS SML CP GRW ETF 6,045 80 1.35 45,520
VANGUARD INDEX FDS MID CAP ETF 5,932 -29 (0.49) 46,115
VANGUARD INDEX FDS LARGE CAP ETF 4,747 60 1.27 48,817
WISDOMTREE TR MIDCAP DIVI FD 4,464 755 20.36 51,689
VANGUARD INDEX FDS SM CP VAL ETF 4,091 -73 (1.76) 37,696
APPLE INC COM 4,007 506 14.44 30,723
ALPS ETF TR ALERIAN MLP 3,751 85 2.33 221,536