IMA Advisory Services, Inc.
Q2 2025 13F Holdings
- Locationdenver, CO
- Num holdings
559
- Value ($000)
$932,877
- Date Filed08/07/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHD Schwab US Dividend Equity ETF | EXCHANGE TRADED FUND | 808524797 | $77.08M | 8 % | 2,908,929 | ||
VV VANGUARD LARGE CAP | EXCHANGE TRADED FUND | 922908637 | $63.12M | 7 % | 222,243 | ||
SUSA ISHARES MSCI USA ESG SELECT ETF | EXCHANGE TRADED FUND | 464288802 | $60.54M | 7 % | 477,637 | ||
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF | EXCHANGE TRADED FUND | 46436E759 | $54.40M | 6 % | 731,391 | ||
DSI ISHARES TR KLD 400 SOCIAL INDEX FD | EXCHANGE TRADED FUND | 464288570 | $46.47M | 5 % | 402,011 | ||
SCHX Schwab US Large-Cap ETF | EXCHANGE TRADED FUND | 808524201 | $44.15M | 5 % | 1,806,295 | ||
VANGUARD TOTAL INTERNATIONAL STOCK ETF | EXCHANGE TRADED FUND | 921909768 | $24.41M | 3 % | 353,448 | ||
JCPB JPMorgan Core Plus Bond ETF | EXCHANGE TRADED FUND | 46641Q670 | $23.43M | 3 % | 497,940 | ||
BSCU Invesco BulletShares 2030 Corp Bd ETF | EXCHANGE TRADED FUND | 46138J460 | $22.02M | 2 % | 1,312,174 | ||
BSCT Invesco BulletShares 2029 Corp Bd ETF | EXCHANGE TRADED FUND | 46138J577 | $21.06M | 2 % | 1,126,366 |
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