ACIMA PRIVATE WEALTH, LLC
Q4 2024 13F Holdings
- Locationrichmond, VA
- Num holdings
184
- Value ($000)
$297,080
- Date Filed02/05/2025
- Form type13F-HR
- CIK0001761961
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $21.54 M | 7 % | 36,586 | ||
GSLC GS ACTIVEBETA US LARGE CAP EQUITY ETF | ETF | 381430503 | $20.60 M | 7 % | 178,890 | ||
IJH ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $18.36 M | 6 % | 294,630 | ||
GTO INVESCO TOTAL RETURN BOND ETF | ETF | 46090A804 | $13.01 M | 4 % | 280,422 | ||
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | ETF | 72201R775 | $12.99 M | 4 % | 143,656 | ||
JCPB JPMORGAN CORE PLUS BOND ETF | ETF | 46641Q670 | $12.99 M | 4 % | 281,866 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $9.32 M | 3 % | 37,221 | ||
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 46434G103 | $9.18 M | 3 % | 175,862 | ||
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | ETF | 46641Q852 | $8.71 M | 3 % | 184,274 | ||
EZU ISHARES MSCI EUROZONE ETF | ETF | 464286608 | $8.39 M | 3 % | 177,757 |
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