account_balance
Investment manager · 13F filer · SEC CIK 1455495
IMA Advisory Services, Inc.
Reported value$1.6Bas of Jun 30, 2026
Positions1,384 428 new, 77 sold out
Top 10 weight32.8%SUSA alone is 5%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SUSAiShares Esg Optimized MSCI USA ETF
5.1%
DMXFiShares Esg Advanced MSCI EAFE ETF
4.3%Added +12%
DSIiShares Tr KLD 400 Social Index Fd
3.9%Added +8%
SCHXSchwab Strategic Tr
3.4%
VXUSVanguard Total International Stock ETF
3.3%Added +97%
ESGVVanguard Esg U.s. Stock ETF
2.9%Added +28%
SMMDiShares Russell 2500 ETF
2.8%New
VSGXVanguard Esg International Stock ETF
2.5%
VUGVanguard Growth ETF
2.3%New
DFAIDimensional International Core Equity Market ETF
2.1%New
JCPBJ P Morgan Exchange Traded F
2.0%Added +16%
VTVVanguard Value ETF
1.9%New
SUSAiShares Esg Optimized MSCI USA ETF
5.1%
DMXFiShares Esg Advanced MSCI EAFE ETF
4.3%Added +12%
DSIiShares Tr KLD 400 Social Index Fd
3.9%Added +8%
SCHXSchwab Strategic Tr
3.4%
VXUSVanguard Total International Stock ETF
3.3%Added +97%
ESGV2.9%
SMMD2.8%
VSGX2.5%
VUG2.3%
DFAI2.1%
JCPB2.0%
VTV1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SUSA iShares Esg Optimized MSCI USA ETF 5.1% Held
DMXF iShares Esg Advanced MSCI EAFE ETF 4.3% Added +12%
DSI iShares Tr KLD 400 Social Index Fd 3.9% Added +8%
SCHX Schwab Strategic Tr 3.4% Held
VXUS Vanguard Total International Stock ETF 3.3% Added +97%
ESGV Vanguard Esg U.s. Stock ETF 2.9% Added +28%
SMMD iShares Russell 2500 ETF 2.8% New
VSGX Vanguard Esg International Stock ETF 2.5% Held
VUG Vanguard Growth ETF 2.3% New
DFAI Dimensional International Core Equity Market ETF 2.1% New
JCPB J P Morgan Exchange Traded F 2.0% Added +16%
VTV Vanguard Value ETF 1.9% New
What changed