Acima Private Wealth, LLC
172 holdingsFiling period: 2026-06-30Current AUM: $346.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | 45.2K | $33.8M | $34.3M | 9.89% | +1.4K | 2026-06-30 |
| 2 | GSLC | GS Activebeta US Large Cap Equity ETF | 142.0K | $20.1M | $20.5M | 5.91% | +2.4K | 2026-06-30 |
| 3 | IEMG | iShares Core Msci Emerging Markets ETF | 204.6K | $16.9M | $15.2M | 4.38% | -9,716 | 2026-06-30 |
| 4 | IJH | iShares Core S&P Mid-Cap ETF | 199.5K | $15.4M | $14.6M | 4.22% | -40,732 | 2026-06-30 |
| 5 | VSLU | Applied Finance Valuation Large Cap ETF | 312.9K | $14.5M | $15.3M | 4.42% | +34.7K | 2026-06-30 |
| 6 | JCPB | JPMorgan Core Plus Bond ETF | 291.6K | $13.7M | $13.3M | 3.84% | +11.9K | 2026-06-30 |
| 7 | BOND | PIMCO Active Bond Exchange-Traded Fund | 148.4K | $13.7M | $13.2M | 3.81% | +6.0K | 2026-06-30 |
| 8 | GTO | Invesco Total Return Bond ETF | 290.9K | $13.6M | $13.2M | 3.80% | +12.1K | 2026-06-30 |
| 9 | RSP | Invesco S&P 500 Equal Weight ETF | 49.8K | $10.6M | $10.9M | 3.14% | -5,716 | 2026-06-30 |
| 10 | JPIB | JPMorgan International Bond Opportunities Fund | 215.4K | $10.4M | $10.1M | 2.91% | +4.4K | 2026-06-30 |
| 11 | AGG | iShares Core U.S. Aggregate Bond ETF | 104.0K | $10.3M | $10.0M | 2.89% | +2.9K | 2026-06-30 |
| 12 | EZU | iShares Msci Eurozone ETF | 139.8K | $9.7M | $9.1M | 2.63% | +2.1K | 2026-06-30 |
| 13 | IEFA | iShares Core Msci Eafe ETF | 99.3K | $9.6M | $9.6M | 2.76% | +277 | 2026-06-30 |
| 14 | AAPL | Apple Inc.com | 31.4K | $9.1M | $10.8M | 3.12% | -34 | 2026-06-30 |
| 15 | AVEM | Avantis Emerging Markets Equity ETF | 91.1K | $8.8M | $7.8M | 2.26% | -7,280 | 2026-06-30 |
| 16 | VTI | Vanguard Total Stock Market ETF | 22.9K | $8.5M | $8.5M | 2.45% | -144 | 2026-06-30 |
| 17 | EMLC | VanEck J. P. Morgan EM Local Currency Bond ETF | 329.4K | $8.4M | $8.1M | 2.33% | +6.1K | 2026-06-30 |
| 18 | IGM | iShares Expanded Tech Sector ETF | 43.7K | $7.2M | $6.7M | 1.92% | -- | 2026-06-30 |
| 19 | DJP | Ipath Bloomberg Commodity Index Total Return Etn | 162.6K | $7.1M | $8.3M | 2.40% | -11,685 | 2026-06-30 |
| 20 | IEUR | iShares Core Msci Europe ETF | 86.5K | $6.5M | $6.4M | 1.86% | -1,642 | 2026-06-30 |
| 21 | IWP | iShares Russell Mid-Cap Growth ETF | 37.1K | $5.4M | $4.9M | 1.41% | -- | 2026-06-30 |
| 22 | XLF | State Street Financial Select Sector Spdr ETF | 82.3K | $4.4M | $4.6M | 1.34% | -- | 2026-06-30 |
| 23 | BBJP | JPMorgan Betabuilders Japan ETF | 44.8K | $3.4M | $3.4M | 0.97% | -213 | 2026-06-30 |
| 24 | AAXJ | iShares Msci All Country Asia EX Japan ETF | 25.0K | $3.0M | $2.7M | 0.77% | +24.9K | 2026-06-30 |
| 25 | XLK | State Street Technology Select Sector Spdr ETF | 15.6K | $3.0M | $2.8M | 0.81% | -- | 2026-06-30 |
← Scroll →
Page 1 of 7