IMA Advisory Services, Inc. 13F Holdings
CIK 0001455495 · DENVER, CO
As of Sep 30, 2025, IMA Advisory Services, Inc. reported 552 positions worth $987.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 249,988 | $76.8M | 7.78% |
| ISHARES ESG OPTIMIZED MSCI USA ETF | SUSA | — | 517,615 | $70.2M | 7.11% |
| ISHARES ESG ADVANCED MSCI EAFE ETF | DMXF | — | 731,398 | $55.3M | 5.61% |
| ISHARES ESG MSCI KLD 400 ETF | DSI | — | 419,800 | $52.6M | 5.33% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 1,805,783 | $47.6M | 4.82% |
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | — | 494,475 | $34.3M | 3.47% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 274,075 | $32.5M | 3.29% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 338,843 | $24.9M | 2.52% |
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 495,239 | $23.5M | 2.39% |
| INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | BSCU | — | 1,327,120 | $22.4M | 2.27% |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | BSCT | — | 1,149,065 | $21.6M | 2.19% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 830,952 | $21.4M | 2.16% |
| SPDR S&P 500 ETF TRUST | SPY | — | 27,187 |