Instuitional Investor - Sima Wealth Partners, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 28,472 | $18,598,091 | 14.17% | |
| 2. | Dimensional Etf Trust | 264,719 | $10,313,461 | 7.86% | |
| 3. | Ishares Tr - USD INV GRDE ETF | 193,640 | $9,920,172 | 7.56% | |
| 4. | J P Morgan Exchange Traded F | 130,059 | $9,850,674 | 7.5% | |
| 5. | Spdr Series Trust | 93,205 | $9,125,677 | 6.95% |
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