ACIMA PRIVATE WEALTH, LLC
CIK 1761961 · Holdings on Dec 31, 2024 · First reported Feb 5, 2025
Top ten holdings
Q4 2024- IVV7.25%
- GSLC6.94%
- IJH6.18%
- GTO4.38%
- BOND4.37%
- JCPB4.37%
- AAPL3.14%
- IEMG3.09%
- JPIB2.93%
- EZU2.82%
Share classes counted separately45.47%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VWOWeight increased · +2.66 pp0.01% → 2.67%Shares +179.66K (+49,222.47%)
- AVEMWeight decreased · -1.16 pp2.05% → 0.89%Shares -49.66K (-52.40%)
- IEMGWeight decreased · -1.14 pp4.23% → 3.09%Shares -43.82K (-19.95%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $21.54M | 7.25% | 36.59K shares | 7.56% → 7.25%-0.31 pp -2.54K (-6.49%) | Reduced | ↗▾ |
| 02 | GSLCGOLDMAN ACTIVEBETA US LC ETFETF View history and evidence | $20.60M | 6.94% | 178.89K shares | 7.42% → 6.94%-0.48 pp -17.07K (-8.71%) | Reduced | ↗▾ |
| 03 | IJHISHARES CORE S&P MIDCAP ETFETF View history and evidence | $18.36M | 6.18% | 294.63K shares | 6.14% → 6.18%+0.04 pp +685 (+0.23%) | Added | ↗▾ |
| 04 | GTOINVESCO TOTAL RETURN BOND ETETF View history and evidence | $13.01M | 4.38% | 280.42K shares | 4.15% → 4.38%+0.23 pp +23.81K (+9.28%) | Added | ↗▾ |
| 05 | BONDPIMCO ACTIVE BOND EXCHANGE-TETF View history and evidence | $12.99M | 4.37% | 143.66K shares | 4.15% → 4.37%+0.22 pp +12.81K (+9.79%) | Added | ↗▾ |
| 06 | JCPBJPMORGAN CORE PLUS BOND ETFETF View history and evidence | $12.99M | 4.37% | 281.87K shares | 4.15% → 4.37%+0.22 pp +24.94K (+9.71%) | Added | ↗▾ |
| 07 | AAPLAPPLE INCStock View history and evidence | $9.32M | 3.14% | 37.22K shares | 2.92% → 3.14%+0.22 pp -182 (-0.49%) | Reduced | ↗▾ |
| 08 | IEMGISHARES CORE MSCI EMERGINGETF View history and evidence | $9.18M | 3.09% | 175.86K shares | 4.23% → 3.09%-1.14 pp -43.82K (-19.95%) | Reduced | ↗▾ |
| 09 | JPIBJPMORGAN INTL BND ETFETF View history and evidence | $8.71M | 2.93% | 184.27K shares | 2.97% → 2.93%-0.04 pp +2.23K (+1.22%) | Added | ↗▾ |
| 10 | EZUISHARES MSCI EUROZONE ETFETF View history and evidence | $8.39M | 2.82% | 177.76K shares | 2.70% → 2.82%+0.12 pp +23.42K (+15.17%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1761961 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 5, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 297080423
}Research all 184 reported holdings.
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