Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES CORE S&P 500 ETF (IVV) | 39,742 | +4,596 | $18,982 |
IVV | 39,742 | +4,596 | $18,982 |
ISHARES CORE S&P MID CAP ETF (IJH) | 51,350 | +13,408 | $14,232 |
IJH | 51,350 | +13,408 | $14,232 |
GOLDMAN SACHS ACTIVEBETA US LGCP EQ ETF (GSLC) | 131,207 | +39,434 | $12,309 |
GSLC | 131,207 | +39,434 | $12,309 |
INVESCO TOTAL RETURN BOND ETF (GTO) | 242,272 | +242,272 | $11,445 |
GTO | 242,272 | +242,272 | $11,445 |
PIMCO ACTIVE BOND ETF (BOND) | 123,486 | +123,486 | $11,416 |
BOND | 123,486 | +123,486 | $11,416 |
JPMORGAN CORE PLUS BOND ETF (JCPB) | 242,321 | +242,321 | $11,410 |
JCPB | 242,321 | +242,321 | $11,410 |
INVESCO INTERNATIONAL CORPORATE BOND ETF (PICB) | 427,627 | +7,656 | $9,857 |
PICB | 427,627 | +7,656 | $9,857 |
APPLE INC COM | 43,840 | -5,581 | $8,441 |
AAPL | 43,840 | -5,581 | $8,441 |
ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) | 147,464 | +147,464 | $7,344 |
IAGG | 147,464 | +147,464 | $7,344 |
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | 140,915 | +21,892 | $7,127 |
IEMG | 140,915 | +21,892 | $7,127 |
VANECK EM HIGH YIELD BOND ETF (HYEM) | 356,189 | +9,331 | $6,593 |
HYEM | 356,189 | +9,331 | $6,593 |
ISHARES CORE US AGGREGATE BOND ETF (AGG) | 58,515 | +48,937 | $5,808 |
AGG | 58,515 | +48,937 | $5,808 |
IPATH BLOOMBERG CMDTY TR ETN | 183,232 | +3,058 | $5,568 |
DJP | 183,232 | +3,058 | $5,568 |
VANGUARD TOTAL STOCK MARKET ETF (VTI) | 21,115 | +376 | $5,009 |
VTI | 21,115 | +376 | $5,009 |
ISHARES CORE MSCI EAFE ETF (IEFA) | 64,977 | +602 | $4,571 |
IEFA | 64,977 | +602 | $4,571 |
VANECK JPMORGAN EMLCL CCY BD ETF (EMLC) | 160,162 | +4,056 | $4,060 |
EMLC | 160,162 | +4,056 | $4,060 |
ISHARES EXPANDED TECH SECTOR ETF (IGM) | 8,900 | UNCH | $3,989 |
IGM | 8,900 | UNCH | $3,989 |
ISHARES RUSSELL MID CAP GROWTH ETF (IWP) | 37,139 | -26,182 | $3,880 |
IWP | 37,139 | -26,182 | $3,880 |
FINANCIAL SELECT SECTOR SPDR ETF (XLF) | 94,607 | UNCH | $3,557 |
XLF | 94,607 | UNCH | $3,557 |
ISHARES MSCI EUROZONE ETF (EZU) | 71,633 | +10,250 | $3,398 |
EZU | 71,633 | +10,250 | $3,398 |
INVESCO CURRENCYSHARES EURO CURRENCY (FXE) | 29,984 | +743 | $3,060 |
FXE | 29,984 | +743 | $3,060 |
SERVICENOW INC COM | 4,324 | UNCH | $3,055 |
NOW | 4,324 | UNCH | $3,055 |
MICROSOFT CORP COM | 7,798 | -1,392 | $2,932 |
MSFT | 7,798 | -1,392 | $2,932 |
CAPITAL GROUP CORE PLUS INCOME ETF (CGCP) | 125,535 | +125,535 | $2,849 |
CGCP | 125,535 | +125,535 | $2,849 |
ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF (AAXJ) | 39,732 | +1,001 | $2,645 |
AAXJ | 39,732 | +1,001 | $2,645 |
SPDR S&P OIL & GAS EXPLOR & PRODTN ETF (XOP) | 17,953 | -5,572 | $2,458 |
XOP | 17,953 | -5,572 | $2,458 |
CONSUMER STAPLES SELECT SECTOR SPDR ETF (XLP) | 32,625 | -10,667 | $2,350 |
XLP | 32,625 | -10,667 | $2,350 |
ISHARES CORE MSCI EUROPE ETF (IEUR) | 39,789 | +545 | $2,189 |
IEUR | 39,789 | +545 | $2,189 |
LOWES COS INC COM | 8,951 | UNCH | $1,992 |
LOW | 8,951 | UNCH | $1,992 |
VANGUARD TAX EXEMPT BOND ETF (VTEB) | 38,569 | +4,364 | $1,969 |
VTEB | 38,569 | +4,364 | $1,969 |
JPMORGAN MUNICIPAL ETF (JMUB) | 37,643 | UNCH | $1,918 |
JMUB | 37,643 | UNCH | $1,918 |
VANGUARD DIVIDEND APPRECIATION ETF (VIG) | 10,225 | UNCH | $1,742 |
VIG | 10,225 | UNCH | $1,742 |
ISHARES MSCI CHINA ETF (MCHI) | 41,408 | -7,364 | $1,687 |
MCHI | 41,408 | -7,364 | $1,687 |
TECHNOLOGY SELECT SECTOR SPDR ETF (XLK) | 8,701 | UNCH | $1,675 |
XLK | 8,701 | UNCH | $1,675 |
ISHARES MSCI INDIA ETF (INDA) | 32,472 | +6,931 | $1,585 |
INDA | 32,472 | +6,931 | $1,585 |
ISHARES NATIONAL MUNI BOND ETF (MUB) | 14,116 | -6,997 | $1,530 |
MUB | 14,116 | -6,997 | $1,530 |
ISHARES FRONTIER AND SELECT EM ETF (FM) | 57,612 | -730 | $1,515 |
FM | 57,612 | -730 | $1,515 |
JPMORGAN BETABUILDERS JAPAN ETF (BBJP) | 28,146 | +86 | $1,478 |
BBJP | 28,146 | +86 | $1,478 |
MERCADOLIBRE INC COM | 914 | -510 | $1,436 |
MELI | 914 | -510 | $1,436 |
ISHARES RUSSELL 2000 ETF (IWM) | 7,066 | UNCH | $1,418 |
IWM | 7,066 | UNCH | $1,418 |
JOHNSON & JOHNSON COM | 8,526 | UNCH | $1,336 |
JNJ | 8,526 | UNCH | $1,336 |
HEALTH CARE SELECT SECTOR SPDR ETF (XLV) | 9,515 | UNCH | $1,298 |
XLV | 9,515 | UNCH | $1,298 |
MCDONALDS CORP COM | 4,329 | UNCH | $1,284 |
MCD | 4,329 | UNCH | $1,284 |
SHERWIN WILLIAMS CO COM | 4,110 | -1,346 | $1,282 |
SHW | 4,110 | -1,346 | $1,282 |
PEPSICO INC COM | 7,406 | -78 | $1,258 |
PEP | 7,406 | -78 | $1,258 |
VERTEX PHARMACEUTICALS INC COM | 3,081 | UNCH | $1,254 |
VRTX | 3,081 | UNCH | $1,254 |
ISHARES MSCI BRAZIL ETF (EWZ) | 35,657 | -1,637 | $1,247 |
EWZ | 35,657 | -1,637 | $1,247 |
ISHARES MSCI AUSTRALIA ETF (EWA) | 50,611 | +766 | $1,232 |
EWA | 50,611 | +766 | $1,232 |
PROCTER AND GAMBLE CO COM | 8,392 | UNCH | $1,230 |
PG | 8,392 | UNCH | $1,230 |
XTRACKERS HARVEST CSI 300 CHINA A ETF (ASHR) | 51,058 | -4,279 | $1,221 |
ASHR | 51,058 | -4,279 | $1,221 |
See Full List: All Stocks Held By Acima Private Wealth LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Acima Private Wealth LLC
Size ($ in 1000's)
At 12/31/2023: $256,120 At 09/30/2023: $224,765 Acima Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Acima Private Wealth LLC 13F filings. Link to 13F filings: SEC filings |