StockDriftsStockDriftsTop 50 Sima Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.17% | 28.5K | $18.6M | -0.59%(-168) | $543.00(+37.83%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 7.86% | 264.7K | $10.3M | +1.55%(+4.05K) | $30.54(+36.14%) | 2026-03-31 | |
| USIG | ISHARES TR | 7.56% | 193.6K | $9.9M | +8.83%(+15.70K) | $50.94(+0.29%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 7.5% | 130.1K | $9.9M | +0.46%(+596) | $63.09(+31.22%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 6.95% | 93.2K | $9.1M | -0.99%(-932) | $79.98(+46.54%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 6.07% | 235.5K | $8.0M | +8.33%(+18.11K) | $27.43(+41.59%) | 2026-03-31 | |
| MBB | ISHARES TR | 6.06% | 83.8K | $8.0M | +7.96%(+6.18K) | $92.66(+1.58%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 5.55% | 292.4K | $7.3M | +13.18%(+34.05K) | $24.59(+0.01%) | 2026-03-31 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 5.18% | 94.7K | $6.8M | -0.75%(-712) | $59.90(+33.85%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 4.43% | 102.7K | $5.8M | +1.52%(+1.54K) | $50.38(+22.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.16% | +30.09% |
| Top 20 Holdings Unweighted | +9.05% | +29.67% |
Sign up free to track Sima Wealth Partners LLC, compare funds side by side, and get alerts the moment positions change.