IMA Advisory Services, Inc.
Q3 2025 13F Holdings
- Locationdenver, CO
- Num holdings
552
- Value ($000)
$992,410
- Date Filed 11/06/2025
- Form type13F-HR
- CIK 0001455495
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD LARGE CAP | ETF | 922908637 | $76.76M | 8 % | 249,988 | ||
S ISHARES MSCI USA ESG SELECT ETF | ETF | 464288802 | $70.21M | 7 % | 517,615 | ||
D ISHARES ESG ADVANCED MSCI EAFE ETF | ETF | 46436E759 | $55.34M | 6 % | 731,398 | ||
D ISHARES TR KLD 400 SOCIAL INDEX FD | ETF | 464288570 | $52.60M | 5 % | 419,800 | ||
S Schwab US Large-Cap ETF | ETF | 808524201 | $47.56M | 5 % | 1,805,783 | ||
V VANGUARD ESG INTERNATIONAL STOCK ETF | ETF | 921910725 | $34.30M | 4 % | 494,475 | ||
E VANGUARD ESG U.S. STOCK ETF | ETF | 921910733 | $32.46M | 3 % | 274,075 | ||
VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 921909768 | $24.88M | 3 % | 338,843 | ||
J JPMorgan Core Plus Bond ETF | ETF | 46641Q670 | $23.55M | 2 % | 495,239 | ||
B Invesco BulletShares 2030 Corp Bd ETF | ETF | 46138J460 | $22.43M | 2 % | 1,327,120 |
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