Valerie Ruppel

Ima Advisory Services, Inc.

Assets Managed

$1.024B

Holdings

1033

Last Quarter

2026 - Q1

Filed Date

15d ago

Growth Rate

-1.63%(2Q avg: 1.65%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ima Advisory Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1033 positions.

Assets under management

The assets under management (AUM) of Ima Advisory Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.024B in assets, with a quarterly growth rate of -1.63% and a 2-quarter average growth rate of 1.65%. The portfolio is managed by Valerie Ruppel, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VV Vanguard Large-cap Etf Recent Activity Increased 0.62%	7.7%	$78.801M 264,311 shares@ $298.14 avg price	Increased 0.62%
SUSA Ishares Msci Usa Esg Select Recent Activity Increased 1.57%	6.74%	$69.022M 522,494 shares@ $132.11 avg price	Increased 1.57%
DMXF Ishares Esg Advanc Msci Eafe Recent Activity Increased 0.5%	5.43%	$55.528M 736,635 shares@ $75.39 avg price	Increased 0.5%
DSI Ishares Msci Kld 400 Social Recent Activity Increased 1.15%	4.86%	$49.743M 412,576 shares@ $120.57 avg price	Increased 1.15%
SCHX Schwab Us Large-cap Etf Recent Activity Increased 3.57%	4.64%	$47.482M 1.852M shares@ $25.65 avg price	Increased 3.57%
VSGX Vanguard Esg Intl Stock Etf Recent Activity Decreased -4.17%	3.36%	$34.393M 479,476 shares@ $71.74 avg price	Decreased -4.17%
ESGV Vanguard Esg Us Stock Etf Recent Activity Decreased -0.01%	3%	$30.644M 272,951 shares@ $112.28 avg price	Decreased -0.01%
JCPB Jpmorgan Core Plus Bond Etf Recent Activity Increased 2.03%	2.67%	$27.265M 579,129 shares@ $47.09 avg price	Increased 2.03%
VXUS Vanguard Total Intl Stock Recent Activity Decreased -7.68%	2.38%	$24.365M 316,105 shares@ $77.08 avg price	Decreased -7.68%
BSCU Invesco Bulletshares 2030 Cb Recent Activity Increased 2.29%	2.37%	$24.219M 1.449M shares@ $16.72 avg price	Increased 2.29%

1-10 of 1033