SIMA Wealth Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SW SIMA Wealth Partners, LLC | Institutional Filer | — | $131.3M | 131 |
Current Portfolio Holdings
Showing all 131 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 28K | $18.6M | 14.17% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | — | 265K | $10.3M | 7.86% |
| 3 | USIG | ISHARES TR | — | 194K | $9.9M | 7.56% |
| 4 | JIRE | J P MORGAN EXCHANGE TRADED F | — | 130K | $9.9M | 7.50% |
| 5 | SPYG | SPDR SERIES TRUST | — | 93K | $9.1M | 6.95% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | — | 236K | $8.0M | 6.07% |
| 7 | MBB | ISHARES TR | — | 84K | $8.0M | 6.06% |
| 8 | SCHR | SCHWAB STRATEGIC TR | — | 292K | $7.3M | 5.55% |
| 9 | JAVA | J P MORGAN EXCHANGE TRADED F | — | 95K | $6.8M | 5.18% |
| 10 | SPYV | SPDR SERIES TRUST | — | 103K | $5.8M | 4.43% |
| 11 | IVW | ISHARES TR | — | 36K | $4.1M | 3.14% |
| 12 | IVE | ISHARES TR | — | 16K | $3.4M | 2.61% |
| 13 | SCHO | SCHWAB STRATEGIC TR | — | 128K | $3.1M | 2.36% |
| 14 | SPMD | SPDR SERIES TRUST | — | 38K | $2.3M | 1.73% |
| 15 | SCHV | SCHWAB STRATEGIC TR | — | 55K | $1.7M | 1.27% |
Showing 1 to 15 of 131 holdings