StockDriftsStockDriftsTop 50 IMA Advisory Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD LARGE CAP | 7.69% | 264.3K | $78.8M | +0.62%(+1.63K) | $271.78(+26.19%) | 2026-03-31 | |
| SUSA | ISHARES MSCI USA ESG SELECT ETF | 6.74% | 522.5K | $69.0M | +1.56%(+8.04K) | $119.52(+28.71%) | 2026-03-31 | |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | 5.42% | 736.6K | $55.5M | +0.50%(+3.65K) | $68.38(+23.06%) | 2026-03-31 | |
| DSI | ISHARES TR KLD 400 SOCIAL INDEX FD | 4.86% | 412.6K | $49.7M | +1.14%(+4.65K) | $110.18(+28.35%) | 2026-03-31 | |
| SCHX | Schwab US Large-Cap ETF | 4.64% | 1.85M | $47.5M | +3.56%(+63.74K) | $12.79(+129.91%) | 2026-03-31 | |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 3.36% | 479.5K | $34.4M | -4.17%(-20.89K) | $67.47(+20.24%) | 2026-03-31 | |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 2.99% | 273.0K | $30.6M | -0.01%(-30) | $114.04(+15.66%) | 2026-03-31 | |
| JCPB | JPMorgan Core Plus Bond ETF | 2.66% | 579.1K | $27.3M | +2.02%(+11.49K) | $46.85(-0.23%) | 2026-03-31 | |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 2.38% | 316.1K | $24.4M | -7.69%(-26.32K) | $61.97(+36.91%) | 2026-03-31 | |
| BSCU | Invesco BulletShares 2030 Corp Bd ETF | 2.36% | 1.45M | $24.2M | +2.29%(+32.39K) | $16.57(+0.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.62% | +35.38% |
| Top 20 Holdings Unweighted | +11.48% | +38.55% |
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