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Home > Institutional Investor > Sima Wealth Partners, Llc > Profile

Instuitional Investor - Sima Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Sima Wealth Partners, Llc
Portfolio Value $141,128,579
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 26,925 $20,163,744 14.29%
2.
Dimensional Etf Trust
 DFAC 264,669 $10,917,606 7.74%
3.
Spdr Series Trust
 KRE 88,798 $10,566,045 7.49%
4.
J P Morgan Exchange Traded F
 127,757 $10,538,681 7.47%
5.
Ishares Tr - USD INV GRDE ETF
 197,581 $10,133,930 7.18%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.