Ima Advisory Services
$1.0B Assets Reported
1,078 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VV | VANGUARD LARGE CAP | 264,311 | $79M | 7.7% |
| SUSA | ISHARES MSCI USA ESG SELECT ETF | 522,494 | $69M | 6.7% |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | 736,635 | $56M | 5.4% |
| DSI | ISHARES TR KLD 400 SOCIAL INDEX FD | 412,576 | $50M | 4.9% |
| SCHX | Schwab US Large-Cap ETF | 1,851,852 | $47M | 4.6% |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 479,476 | $34M | 3.4% |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 272,951 | $31M | 3.0% |
| JCPB | JPMorgan Core Plus Bond ETF | 579,129 | $27M | 2.7% |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 316,105 | $24M | 2.4% |
| BSCU | Invesco BulletShares 2030 Corp Bd ETF | 1,448,572 | $24M | 2.4% |
Track Ima Advisory Services's 13F portfolio: $1.0B in reported holdings, 1,078 positions. Top holdings, AUM, and quarterly changes on SentiSense.