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) 277

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

Sector Weighting

Basic Materials 1.02%
Capital Goods 1.3%
Conglomerates
Consumer Cyclical 0.61%
Consumer/Non-Cyclical 4.7%
Energy 3.67%
Financial 67.27%
Healthcare 5.36%
Services 4.88%
Technology 5.4%
Transportation 0.66%
Utilities 2.87%

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 14,109 276 2.00 169,396
VANGUARD INDEX FDS MCAP VL IDXVIP 10,463 40 .39 115,179
VANGUARD BD INDEX FD INC SHORT TRM BOND 9,611 1,168 13.83 119,567
VANGUARD INDEX FDS GROWTH ETF 8,975 45 .50 83,735
VANGUARD INDEX FDS MCAP GR IDXVIP 8,922 13 .15 83,989
SCHWAB STRATEGIC TR US MID-CAP ETF 8,625 5,233 154.27 202,415
SCHWAB STRATEGIC TR US SML CAP ETF 7,946 374 4.93 139,912
ISHARES INTL SEL DIV ETF 7,275 1,467 25.26 209,531
SCHWAB STRATEGIC TR US AGGREGATE B 7,268 706 10.76 137,291
WISDOMTREE TR SMALLCAP DIVID 7,154 697 10.80 100,304
VANGUARD INDEX FDS VALUE ETF 7,124 -105 (1.45) 85,699
SCHWAB STRATEGIC TR US LRG CAP ETF 6,350 410 6.89 128,727
SCHWAB STRATEGIC TR US BRD MKT ETF 6,249 365 6.20 124,440
VANGUARD INDEX FDS SML CP GRW ETF 6,000 80 1.35 45,520
VANGUARD INDEX FDS MID CAP ETF 5,873 -29 (0.49) 46,115
VANGUARD INDEX FDS LARGE CAP ETF 4,627 58 1.27 48,817
WISDOMTREE TR MIDCAP DIVI FD 4,411 746 20.36 51,689
VANGUARD INDEX FDS SM CP VAL ETF 4,071 -73 (1.76) 37,696
APPLE INC COM 3,791 478 14.44 30,723
ALPS ETF TR ALERIAN MLP 3,658 83 2.33 221,536