SIMA Wealth Partners, LLC
128 holdingsFiling period: 2026-06-30Current AUM: $141.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 26.9K | $20.2M | $20.8M | 14.70% | -1,547 | 2026-06-30 |
| 2 | DFAI | Dimensional ETF Trust | 264.7K | $10.9M | $11.1M | 7.82% | -50 | 2026-06-30 |
| 3 | SPYG | Spdr Series Trust | 88.8K | $10.6M | $10.6M | 7.50% | -4,407 | 2026-06-30 |
| 4 | JIRE | J P Morgan Exchange Traded F | 127.8K | $10.5M | $10.5M | 7.43% | -2,302 | 2026-06-30 |
| 5 | USIG | iShares TR | 197.6K | $10.1M | $9.8M | 6.91% | +3.9K | 2026-06-30 |
| 6 | DFAE | Dimensional ETF Trust | 239.6K | $9.6M | $8.9M | 6.25% | +4.1K | 2026-06-30 |
| 7 | MBB | iShares TR | 81.4K | $7.7M | $7.5M | 5.27% | -2,360 | 2026-06-30 |
| 8 | JAVA | J P Morgan Exchange Traded F | 92.8K | $7.4M | $7.7M | 5.47% | -1,916 | 2026-06-30 |
| 9 | SCHR | Schwab Strategic TR | 280.5K | $6.9M | $6.7M | 4.76% | -11,895 | 2026-06-30 |
| 10 | SPYV | Spdr Series Trust | 107.0K | $6.5M | $6.9M | 4.88% | +4.3K | 2026-06-30 |
| 11 | IVW | iShares TR | 35.3K | $4.9M | $4.9M | 3.45% | -1,068 | 2026-06-30 |
| 12 | IVE | iShares TR | 15.1K | $3.4M | $3.7M | 2.58% | -1,068 | 2026-06-30 |
| 13 | SCHO | Schwab Strategic TR | 120.8K | $2.9M | $2.9M | 2.05% | -7,056 | 2026-06-30 |
| 14 | SPMD | Spdr Series Trust | 40.0K | $2.7M | $2.6M | 1.84% | +1.7K | 2026-06-30 |
| 15 | SCHV | Schwab Strategic TR | 54.2K | $1.9M | $1.9M | 1.34% | -600 | 2026-06-30 |
| 16 | IEFA | iShares TR | 18.3K | $1.8M | $1.8M | 1.26% | -138 | 2026-06-30 |
| 17 | VTV | Vanguard Index Fds | 7.0K | $1.5M | $1.6M | 1.13% | -- | 2026-06-30 |
| 18 | DFAS | Dimensional ETF Trust | 15.4K | $1.3M | $1.2M | 0.88% | +862 | 2026-06-30 |
| 19 | SCHG | Schwab Strategic TR | 33.1K | $1.1M | $1.2M | 0.82% | -2,683 | 2026-06-30 |
| 20 | MUB | iShares TR | 10.2K | $1.1M | $1.1M | 0.75% | -- | 2026-06-30 |
| 21 | IGSB | iShares TR | 19.9K | $1.0M | $1.0M | 0.72% | -3,585 | 2026-06-30 |
| 22 | SCHM | Schwab Strategic TR | 24.4K | $900K | $862K | 0.61% | -330 | 2026-06-30 |
| 23 | PM | Philip Morris Intl Inc | 4.3K | $781K | $900K | 0.64% | -160 | 2026-06-30 |
| 24 | IWY | iShares TR | 2.6K | $765K | $751K | 0.53% | -- | 2026-06-30 |
| 25 | IJH | iShares TR | 9.4K | $725K | $698K | 0.49% | -507 | 2026-06-30 |
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