Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO INTERNATIONAL CORPORATE BOND ETF | 14 | Q1 2022 | 6.4% |
INVESCO CURRENCYSHARES EURO TRUST | 14 | Q1 2022 | 5.5% |
VANECK VECTORS EMERGING MARKETS HIGH YIELD BOND ETF | 14 | Q1 2022 | 4.5% |
GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF | 14 | Q1 2022 | 7.0% |
CONSUMER STAPLES SELECT SECTOR SPDR FUND | 14 | Q1 2022 | 4.4% |
APPLE INC COM | 14 | Q1 2022 | 3.5% |
ISHARES RUSSELL MID-CAP GROWTH ETF | 14 | Q1 2022 | 2.3% |
VANGUARD TOTAL STOCK MARKET INDEX FUND | 14 | Q1 2022 | 2.2% |
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 14 | Q1 2022 | 2.5% |
ISHARES CORE S&P 500 ETF | 14 | Q1 2022 | 3.4% |
View ACIMA PRIVATE WEALTH, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
ACIMA PRIVATE WEALTH, LLC | January 29, 2019 | 25,651 | 6.7% |
View ACIMA PRIVATE WEALTH, LLC's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-14 |
13F-HR | 2024-02-29 |
13F-HR | 2024-02-29 |
13F-HR | 2024-02-29 |
13F-HR | 2024-02-29 |
13F-HR | 2024-02-29 |
13F-HR | 2024-02-29 |
13F-HR | 2024-02-29 |
13F-HR | 2022-05-02 |
13F-HR | 2022-03-10 |
View ACIMA PRIVATE WEALTH, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.