IMA Advisory Services, Inc.
Annual return '25
+8.6%
SPY '25
+17.7%
Alpha
-9.1ptsvs SPY
Invested
$1B
Holdings
1,031
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VV
VANGUARD LARGE CAP
Q4 2024: New position (167.4k shares)
7.7%
02
$SUSA
ISHARES MSCI USA ESG SELECT ETF
Held since at least Q1 2024
6.7%
03
$DMXF
ISHARES ESG ADVANCED MSCI EAFE ETF
Q4 2024: New position (779.9k shares)
5.4%
04
$DSI
ISHARES TR KLD 400 SOCIAL INDEX FD
Q4 2024: New position (851.7k shares)
4.9%
05
$SCHX
Schwab US Large-Cap ETF
Q4 2024: New position (1.84M shares)
4.6%
06
$VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
Held since at least Q1 2024
3.4%
07
$ESGV
VANGUARD ESG U.S. STOCK ETF
Held since at least Q1 2024
3.0%
08
$JCPB
JPMorgan Core Plus Bond ETF
Q4 2024: New position (261.2k shares)
2.7%
09
$VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
Q4 2024: New position (413.2k shares)
2.4%
10
$BSCU
Invesco BulletShares 2030 Corp Bd ETF
Q4 2024: New position (482.0k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.