ACIMA PRIVATE WEALTH, LLC
Q1 2025 13F Holdings
- Locationrichmond, VA
- Num holdings
180
- Value ($000)
$278,659
- Date Filed05/09/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $23.66M | 9 % | 42,110 | ||
GSLC GS ACTIVEBETA US LARGE CAP EQUITY ETF | ETF | 381430503 | $18.79M | 7 % | 170,675 | ||
IJH ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $15.14M | 5 % | 259,425 | ||
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 46434G103 | $12.06M | 4 % | 223,476 | ||
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | ETF | 72201R775 | $10.81M | 4 % | 116,923 | ||
JCPB JPMORGAN CORE PLUS BOND ETF | ETF | 46641Q670 | $10.81M | 4 % | 229,720 | ||
GTO INVESCO TOTAL RETURN BOND ETF | ETF | 46090A804 | $10.71M | 4 % | 228,191 | ||
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | ETF | 46641Q852 | $10.43M | 4 % | 217,735 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $8.97M | 3 % | 51,805 | ||
AGG ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | $7.52M | 3 % | 75,972 |
Rows Per Page
10
- 10
- 50
- 100