IMA Advisory Services, Inc.
Q4 2024 13F Holdings
- Locationdenver, CO
- Num holdings
169
- Value ($000)
$830,489
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001455495
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DSI ISHARES TR | MSCI KLD400 SOC | 464288570 | $93.71 M | 11 % | 851,724 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $73.41 M | 9 % | 2,687,274 | ||
DMXF ISHARES TR | ESG EAFE ETF | 46436E759 | $50.36 M | 6 % | 779,899 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $44.95 M | 5 % | 167,405 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $42.72 M | 5 % | 1,842,819 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $24.34 M | 3 % | 413,192 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $18.61 M | 2 % | 819,732 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $15.53 M | 2 % | 26,493 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $13.35 M | 2 % | 185,652 | ||
HYDB ISHARES TR | HIGH YLD SYSTM B | 46435G250 | $13.17 M | 2 % | 280,125 |
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