ACIMA PRIVATE WEALTH LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| IVV | ISHARES CORE S&P 500 ETF | 42,110 | +5,524 | +15.10% | $467.65 | 8.49% | 0.00% | 23,661,438 | 2025-03-31 | ||||||
| GSLC | GOLDMAN SACHS ACTIVEBETA US LARGE CAP EQUITY | 170,675 | -8,215 | -4.59% | $92.28 | 6.74% | 0.00% | 18,787,871 | 2025-03-31 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 259,425 | -35,205 | -11.95% | $246.61 | 5.43% | 0.02% | 15,137,438 | 2025-03-31 | ||||||
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 223,476 | +47,614 | +27.07% | $50.90 | 4.33% | 0.01% | 12,061,000 | 2025-03-31 | ||||||
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 116,923 | -26,733 | -18.61% | $89.08 | 3.88% | 0.00% | 10,811,854 | 2025-03-31 | ||||||
| JCPB | JPMORGAN CORE PLUS BOND ETF | 229,720 | -52,146 | -18.50% | $45.25 | 3.88% | 0.18% | 10,806,039 | 2025-03-31 | ||||||
| GTO | GUGGENHEIM TOTAL RETURN BOND ETF | 228,191 | -52,231 | -18.63% | $45.49 | 3.84% | 0.57% | 10,708,992 | 2025-03-31 | ||||||
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | 217,735 | +33,461 | +18.16% | $0.00 | 3.74% | 1.70% | 10,427,332 | 2025-03-31 | ||||||
| RSP | GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF | 51,805 | +11,540 | +28.66% | $0.00 | 3.22% | 0.01% | 8,974,260 | 2025-03-31 | ||||||
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 75,972 | -214 | -0.28% | $97.53 | 2.70% | 0.01% | 7,515,167 | 2025-03-31 | ||||||
| VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | 205,118 | +115,049 | +127.73% | $0.00 | 2.58% | 0.00% | 7,183,602 | 2025-03-31 | ||||||
| AAPL | APPLE | 31,989 | -5,232 | -14.06% | $155.98 | 2.55% | 0.00% | 7,105,717 | 2025-03-31 | ||||||
| EMLC | VANECK JP MORGAN EM LOCAL CURRENCY BOND ETF | 286,457 | -29,377 | -9.30% | $26.38 | 2.45% | 0.25% | 6,834,866 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 22,797 | +646 | +2.92% | $0.00 | 2.25% | 0.00% | 6,265,527 | 2025-03-31 | ||||||
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 103,560 | +58,448 | +129.56% | $59.96 | 2.24% | 0.00% | 6,231,205 | 2025-03-31 | ||||||
| DJP | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 165,327 | -16,266 | -8.96% | $29.73 | 2.09% | 0.00% | 5,837,696 | 2025-03-31 | ||||||
| EZU | ISHARES MSCI EUROZONE ETF | 108,549 | -69,208 | -38.93% | $49.01 | 2.07% | 0.07% | 5,780,220 | 2025-03-31 | ||||||
| IEUR | ISHARES CORE MSCI EUROPE ETF | 89,623 | +143 | +0.16% | $0.00 | 1.93% | 0.10% | 5,390,823 | 2025-03-31 | ||||||
| IEFA | ISHARES CORE MSCI EAFE ETF | 65,170 | -7,009 | -9.71% | $74.49 | 1.77% | 0.00% | 4,930,111 | 2025-03-31 | ||||||
| IGM | ISHARES EXPANDED TECH SECTOR ETF | 53,400 | 0 | 0.00% | $0.00 | 1.74% | 0.09% | 4,841,778 | 2025-03-31 | ||||||
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 37,139 | 0 | 0.00% | $0.00 | 1.57% | 0.03% | 4,363,461 | 2025-03-31 | ||||||
| XLF | FINANCIAL SELECT SECTOR SPDR FUND | 82,253 | -12,354 | -13.06% | $37.03 | 1.47% | 0.01% | 4,097,022 | 2025-03-31 | ||||||
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | 55,094 | +1,012 | +1.87% | $0.00 | 1.11% | 0.03% | 3,092,426 | 2025-03-31 | ||||||
| XLP | CONSUMER STAPLES SELECT SECTOR SPDR FUND | 32,625 | 0 | 0.00% | $0.00 | 0.96% | 0.02% | 2,664,484 | 2025-03-31 | ||||||
| NOW | SERVICENOW | 3,324 | 0 | 0.00% | $639.37 | 0.95% | 0.00% | 2,646,369 | 2025-03-31 | ||||||
| FLIA | FRANKLIN INTERNATIONAL AGGREGATE BOND ETF | 123,739 | -3,736 | -2.93% | $20.15 | 0.90% | 0.00% | 2,501,999 | 2025-03-31 | ||||||
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 49,917 | -3,218 | -6.06% | $49.57 | 0.89% | 0.01% | 2,476,882 | 2025-03-31 | ||||||
| XOP | SPDR(R) S&P(R) OIL & GAS EXPLORATION & PRODUCTION ETF | 17,944 | 0 | 0.00% | $0.00 | 0.85% | 0.11% | 2,363,404 | 2025-03-31 | ||||||
| MUB | ISHARES NATIONAL MUNI BOND ETF | 20,352 | +762 | +3.89% | $0.00 | 0.77% | 0.01% | 2,145,915 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 5,505 | -1,852 | -25.17% | $316.66 | 0.74% | 0.00% | 2,066,522 | 2025-03-31 | ||||||
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | 28,524 | -762 | -2.60% | $67.35 | 0.73% | 0.03% | 2,041,187 | 2025-03-31 | ||||||
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 10,225 | 0 | 0.00% | $0.00 | 0.71% | 0.00% | 1,983,548 | 2025-03-31 | ||||||
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | 8,701 | 0 | 0.00% | $0.00 | 0.64% | 0.00% | 1,796,582 | 2025-03-31 | ||||||
| MELI | MERCADOLIBRE | 884 | 0 | 0.00% | $1,358.82 | 0.62% | 0.00% | 1,724,569 | 2025-03-31 | ||||||
| ASHR | XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF | 62,849 | +1,280 | +2.08% | $35.17 | 0.60% | 0.00% | 1,669,898 | 2025-03-31 | ||||||
| LOW | LOWES COMPANIES | 6,905 | -2,000 | -22.46% | $237.61 | 0.58% | 0.00% | 1,610,453 | 2025-03-31 | ||||||
| MCHI | ISHARES MSCI CHINA ETF | 27,785 | -4,238 | -13.23% | $63.13 | 0.54% | 0.02% | 1,511,489 | 2025-03-31 | ||||||
| BKNG | BOOKING HOLDINGS | 324 | 0 | 0.00% | $2,347.78 | 0.54% | 0.00% | 1,492,639 | 2025-03-31 | ||||||
| SHW | SHERWIN WILLIAMS | 4,110 | 0 | 0.00% | $320.86 | 0.52% | 0.00% | 1,435,171 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 6,811 | 0 | 0.00% | $118.06 | 0.51% | 0.00% | 1,427,041 | 2025-03-31 | ||||||
| V | VISA | 3,895 | 0 | 0.00% | $211.60 | 0.49% | 0.00% | 1,365,042 | 2025-03-31 | ||||||
| PGR | PROGRESSIVE | 4,680 | 0 | 0.00% | $95.68 | 0.48% | 0.00% | 1,324,487 | 2025-03-31 | ||||||
| XLV | HEALTH CARE SELECT SECTOR SPDR FUND | 8,715 | -800 | -8.41% | $132.09 | 0.46% | 0.00% | 1,272,477 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 7,526 | -1,000 | -11.73% | $163.44 | 0.45% | 0.00% | 1,248,112 | 2025-03-31 | ||||||
| ADP | AUTOMATIC DATA PROCESSING | 3,888 | 0 | 0.00% | $225.97 | 0.43% | 0.00% | 1,187,901 | 2025-03-31 | ||||||
| EWA | ISHARES MSCI AUSTRALIA ETF | 49,103 | +1,632 | +3.44% | $24.74 | 0.41% | 0.08% | 1,150,965 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 5,907 | -1,000 | -14.48% | $148.74 | 0.36% | 0.00% | 1,006,671 | 2025-03-31 | ||||||
| LMT | LOCKHEED MARTIN | 2,231 | 0 | 0.00% | $342.68 | 0.36% | 0.00% | 996,610 | 2025-03-31 | ||||||
| MCD | MCDONALDS | 3,129 | -1,200 | -27.72% | $251.53 | 0.35% | 0.00% | 977,406 | 2025-03-31 | ||||||
| VRTX | VERTEX PHARMACEUTICALS | 1,806 | 0 | 0.00% | $194.53 | 0.31% | 0.00% | 875,585 | 2025-03-31 | ||||||