SIMA Wealth Partners, LLC
132 holdingsFiling period: 2026-03-31Current AUM: $143.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 28.5K | $18.6M | $21.4M | 14.89% | -168 | 2026-03-31 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 264.7K | $10.3M | $11.1M | 7.77% | +4.0K | 2026-03-31 |
| 3 | USIG | ISHARES TR | 193.6K | $9.9M | $9.7M | 6.79% | +15.7K | 2026-03-31 |
| 4 | JIRE | J P MORGAN EXCHANGE TRADED F | 130.1K | $9.8M | $10.9M | 7.57% | +596 | 2026-03-31 |
| 5 | SPYG | SPDR SERIES TRUST | 93.2K | $9.1M | $10.9M | 7.61% | -932 | 2026-03-31 |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 235.5K | $8.0M | $8.8M | 6.16% | +18.1K | 2026-03-31 |
| 7 | MBB | ISHARES TR | 83.8K | $8.0M | $7.8M | 5.43% | +6.2K | 2026-03-31 |
| 8 | SCHR | SCHWAB STRATEGIC TR | 292.4K | $7.3M | $7.1M | 4.97% | +34.0K | 2026-03-31 |
| 9 | JAVA | J P MORGAN EXCHANGE TRADED F | 94.7K | $6.8M | $7.7M | 5.39% | -712 | 2026-03-31 |
| 10 | SPYV | SPDR SERIES TRUST | 102.7K | $5.8M | $6.4M | 4.44% | +1.5K | 2026-03-31 |
| 11 | IVW | ISHARES TR | 36.4K | $4.1M | $4.9M | 3.43% | -436 | 2026-03-31 |
| 12 | IVE | ISHARES TR | 16.2K | $3.4M | $3.8M | 2.62% | -331 | 2026-03-31 |
| 13 | SCHO | SCHWAB STRATEGIC TR | 127.9K | $3.1M | $3.1M | 2.15% | -27,506 | 2026-03-31 |
| 14 | SPMD | SPDR SERIES TRUST | 38.4K | $2.3M | $2.5M | 1.76% | +810 | 2026-03-31 |
| 15 | SCHV | SCHWAB STRATEGIC TR | 54.8K | $1.7M | $1.9M | 1.30% | -3,143 | 2026-03-31 |
| 16 | IEFA | ISHARES TR | 18.5K | $1.7M | $1.8M | 1.26% | -- | 2026-03-31 |
| 17 | VTV | VANGUARD INDEX FDS | 7.0K | $1.4M | $1.5M | 1.08% | -1,600 | 2026-03-31 |
| 18 | IGSB | ISHARES TR | 23.4K | $1.2M | $1.2M | 0.85% | -7,930 | 2026-03-31 |
| 19 | MUB | ISHARES TR | 10.2K | $1.1M | $1.1M | 0.75% | -- | 2026-03-31 |
| 20 | SCHG | SCHWAB STRATEGIC TR | 35.8K | $1.0M | $1.2M | 0.85% | -2,088 | 2026-03-31 |
| 21 | DFAS | DIMENSIONAL ETF TRUST | 14.5K | $1.0M | $1.2M | 0.82% | +511 | 2026-03-31 |
| 22 | SCHM | SCHWAB STRATEGIC TR | 24.7K | $766K | $859K | 0.60% | -731 | 2026-03-31 |
| 23 | PM | PHILIP MORRIS INTL INC | 4.5K | $741K | $855K | 0.60% | +30 | 2026-03-31 |
| 24 | IWB | ISHARES TR | 1.9K | $671K | $769K | 0.54% | -27 | 2026-03-31 |
| 25 | IJH | ISHARES TR | 9.9K | $670K | $747K | 0.52% | -64 | 2026-03-31 |
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