Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACIMA PRIVATE WEALTH LLC | 05-14-2024 | 03-31-2024 | 198 | 271,234,373 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF | ETF | 1 | $21,870,794 | 210,722 | 0.01 | 0.00 | 79,515 | 60.60 | 03-31-2024 |
| ISHARES CORE S&P 500 ETF | ETF | 2 | $20,413,860 | 38,830 | 0.01 | 0.01 | -912 | -2.29 | 03-31-2024 |
| ISHARES CORE S&P MID-CAP ETF | ETF | 3 | $16,259,971 | 267,698 | 0.01 | 0.01 | 216,348 | 421.32 | 03-31-2024 |
| JPMorgan International Bond Opportunities ETF | ETF | 4 | $13,026,725 | 273,556 | 0.00 | 273,556 | +Inf | 03-31-2024 |
