Top 50 Acima Private Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 8.98% | 43.8K | $28.6M | +1.99%(+855) | $430.19(+68.99%) | 2026-03-31 | |
| GSLC | GS ACTIVEBETA US LARGE CAP EQUITY ETF | 5.48% | 139.6K | $17.5M | +0.36%(+506) | $87.95(+57.00%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 5.09% | 240.2K | $16.2M | +0.04%(+101) | $45.55(+60.85%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 4.69% | 214.3K | $14.9M | +0.10%(+219) | $50.75(+57.94%) | 2026-03-31 | |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 4.13% | 279.7K | $13.2M | +1.52%(+4.18K) | $46.39(+0.87%) | 2026-03-31 | |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 4.12% | 142.4K | $13.1M | +1.77%(+2.48K) | $91.15(+0.76%) | 2026-03-31 | |
| GTO | INVESCO TOTAL RETURN BOND ETF | 4.1% | 278.8K | $13.1M | +1.66%(+4.56K) | $46.43(+0.97%) | 2026-03-31 | |
| VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | 3.65% | 278.2K | $11.6M | +1.00%(+2.75K) | $36.54(+24.16%) | 2026-03-31 | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 3.34% | 55.5K | $10.7M | +0.21%(+118) | $169.27(+20.07%) | 2026-03-31 | |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | 3.17% | 211.0K | $10.1M | -0.13%(-269) | $47.84(+0.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.43% | +31.03% |
| Top 20 Holdings Unweighted | +9.91% | +32.76% |
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