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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001455495

IMA Wealth, Inc.

WICHITA, KS · File #028-13377

Latest AUM
$1.04B
Positions
1,008
Top-10 Concentration
55.4%
Filings
13

Sector Allocation

Technology
8.5%$88.5M
Financials
7.0%$73.1M
Healthcare
2.4%$24.7M
Industrials
2.1%$22.0M
Energy
0.9%$9.9M
Materials
0.1%$1.3M
Real Estate
0.1%$1.1M
Utilities
0.0%$128,842

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD LARGE CAP922908637262,685$82.5M10.03%
2ISHARES MSCI USA ESG SELECT ETF464288802514,454$71.7M8.72%
3ISHARES ESG ADVANCED MSCI EAFE ETF46436E759732,980$55.0M6.69%
4ISHARES TR KLD 400 SOCIAL INDEX FD464288570407,924$52.3M6.36%
5Schwab US Large-Cap ETF8085242011,788,112$48.1M5.85%
6VANGUARD ESG INTERNATIONAL STOCK ETF921910725500,363$35.8M4.36%
7VANGUARD ESG U.S. STOCK ETF921910733272,981$33.0M4.02%
8JPMorgan Core Plus Bond ETF46641Q670567,642$27.0M3.28%
9VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768342,421$25.8M3.14%
10Invesco BulletShares 2030 Corp Bd ETFIVZ1,416,186$24.0M2.91%
11Invesco BulletShares 2029 Corp Bd ETFIVZ1,221,624$23.0M2.80%
12Schwab US Broad Market ETF808524102872,697$22.9M2.78%
13SPDR S&P 500 ETF TrustSPY29,028$19.8M2.41%
14Vanguard Total Bond Market ETF921937835242,790$18.0M2.19%
15iShares High Yield Systematic Bond ETF46435G250294,840$14.0M1.70%
16Schwab US Mid-Cap ETF808524508460,324$13.8M1.68%
17Schwab U.S. Small-Cap ETF808524607469,627$13.4M1.63%
18NVIDIA CorpNVDA67,673$12.6M1.54%
19VANGUARD FTSE AW X-US SM CAP92204271887,909$12.6M1.53%
20Apple IncAAPL40,607$11.0M1.34%