IMA Advisory Services, Inc.
Q1 2025 13F Holdings
- Locationdenver, CO
- Num holdings
344
- Value ($000)
$843,043
- Date Filed05/06/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHD SCHWAB US DIVIDEND EQUITY ETF | EXCHANGE TRADED FUND | 808524797 | $80.55M | 10 % | 2,881,242 | ||
SUSA ISHARES MSCI USA ESG SELECT ETF | EXCHANGE TRADED FUND | 464288802 | $53.96M | 6 % | 469,719 | ||
VV VANGUARD LARGE CAP | EXCHANGE TRADED FUND | 922908637 | $53.30M | 6 % | 208,290 | ||
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF | EXCHANGE TRADED FUND | 46436E759 | $50.66M | 6 % | 752,855 | ||
DSI ISHARES TR KLD 400 SOCIAL INDEX FD | EXCHANGE TRADED FUND | 464288570 | $42.51M | 5 % | 416,825 | ||
SCHX Schwab US Large-Cap ETF | EXCHANGE TRADED FUND | 808524201 | $39.95M | 5 % | 1,809,275 | ||
JCPB JPMorgan Core Plus Bond ETF | EXCHANGE TRADED FUND | 46641Q670 | $22.41M | 3 % | 476,496 | ||
VANGUARD TOTAL INTERNATIONAL STOCK ETF | EXCHANGE TRADED FUND | 921909768 | $22.15M | 3 % | 356,722 | ||
BSCU Invesco BulletShares 2030 Corp Bd ETF | EXCHANGE TRADED FUND | 46138J460 | $20.68M | 3 % | 1,246,581 | ||
BSCT Invesco BulletShares 2029 Corp Bd ETF | EXCHANGE TRADED FUND | 46138J577 | $19.76M | 2 % | 1,066,305 |
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