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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET ETF | ETF | 151 | $162,619 | 2,239 | 0.00 | 0.00 | -273 | -10.87 | 03-31-2024 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | Liquidated | $0 | 0 | 0.07 | 3,199 | +Inf | 12-31-2023 | |
| NEXTERA ENERGY INC COM | Stock | 153 | $161,117 | 2,521 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KIMBERLY-CLARK CORP COM | Stock | 154 | $160,911 | 1,244 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
