SIMA Wealth Partners, LLC
- SEC CIK
- 0002135539
- 最新申報
- 2026/7/28
2024 年第 2 季持倉
持倉截至 2024/6/30，2026/6/15 申報。只含多頭部位。
- 持股檔數
- 171
- 2024 年第 1 季沒有申報
- 總值
- $1.05 億
- 2024 年第 1 季沒有申報
SIMA Wealth Partners, LLC 沒有申報 2024 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 27,053 | $1,480 萬 | 14.1% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 273,576 | $811.7 萬 | 7.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 110,237 | $690.1 萬 | 6.6% | – | – | – |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 114,573 | $679.0 萬 | 6.5% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 132,834 | $647.8 萬 | 6.2% | – | – | – |
| iShares Tr464288588 | MBS ETF | 60,153 | $552.3 萬 | 5.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 57,101 | $457.6 萬 | 4.4% | – | – | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 86,343 | $433.5 萬 | 4.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 41,219 | $381.4 萬 | 3.6% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 143,336 | $370.8 萬 | 3.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 76,007 | $370.5 萬 | 3.5% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 17,871 | $325.3 萬 | 3.1% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 57,627 | $277.4 萬 | 2.6% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 52,594 | $269.5 萬 | 2.6% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 12,882 | $224.8 萬 | 2.1% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 38,390 | $196.9 萬 | 1.9% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 11,958 | $191.8 萬 | 1.8% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 25,706 | $190.4 萬 | 1.8% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 25,151 | $182.7 萬 | 1.7% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 11,485 | $115.8 萬 | 1.1% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 14,368 | $111.8 萬 | 1.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,498 | $101.3 萬 | 1.0% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 9,018 | $96.1 萬 | 0.9% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,140 | $65.2 萬 | 0.6% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 10,404 | $62.5 萬 | 0.6% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 8,959 | $58.8 萬 | 0.6% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 2,684 | $57.6 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,008 | $48.6 萬 | 0.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,721 | $41.3 萬 | 0.4% | – | – | – |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 3,721 | $40.1 萬 | 0.4% | – | – | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 8,524 | $38.7 萬 | 0.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,824 | $37.5 萬 | 0.4% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 9,587 | $36.8 萬 | 0.4% | – | – | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 4,537 | $33.9 萬 | 0.3% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,902 | $33.1 萬 | 0.3% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 5,984 | $30.7 萬 | 0.3% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 7,913 | $29.8 萬 | 0.3% | – | – | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 8,231 | $29.3 萬 | 0.3% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,617 | $27.6 萬 | 0.3% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 11,299 | $25.5 萬 | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,089 | $25.1 萬 | 0.2% | – | – | – |
| DHRDanaher Corp | Stock | 1,000 | $25.0 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 925 | $23.6 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,474 | $20.8 萬 | 0.2% | – | – | – |
| AAPLApple Inc. | Stock | 960 | $20.2 萬 | 0.2% | – | – | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 3,152 | $20.0 萬 | 0.2% | – | – | – |
| CMICummins Inc | Stock | 690 | $19.1 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,264 | $18.5 萬 | 0.2% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 800 | $17.2 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 100 | $16.1 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 539 | $16.0 萬 | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 804 | $15.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,708 | $13.9 萬 | 0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 1,340 | $13.6 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 900 | $13.5 萬 | 0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 2,914 | $13.3 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 354 | $12.9 萬 | 0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 570 | $12.9 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 2,767 | $11.5 萬 | 0.1% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,026 | $11.3 萬 | 0.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 1,444 | $11.3 萬 | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 274 | $11.1 萬 | 0.1% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 967 | $10.7 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 1,193 | $10.5 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 429 | $9.36 萬 | 0.1% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 745 | $8.45 萬 | 0.1% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 3,043 | $8.08 萬 | 0.1% | – | – | – |
| EBAYeBay Inc | COM | 1,500 | $8.06 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 472 | $7.78 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 952 | $7.72 萬 | 0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 941 | $7.27 萬 | 0.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 1,514 | $7.19 萬 | 0.1% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 559 | $7.18 萬 | 0.1% | – | – | – |
| SYKStryker Corp | Stock | 205 | $6.98 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 537 | $6.83 萬 | 0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q753 | US VALUE FACTR | 1,620 | $6.62 萬 | 0.1% | – | – | – |
| PHParker-Hannifin Corp | Stock | 127 | $6.42 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,337 | $5.85 萬 | 0.1% | – | – | – |
| FASTFastenal Co | Stock | 914 | $5.74 萬 | 0.1% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 96 | $5.54 萬 | 0.1% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 540 | $5.25 萬 | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 100 | $5.09 萬 | <0.1% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 989 | $4.84 萬 | <0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 200 | $4.30 萬 | <0.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 92 | $4.12 萬 | <0.1% | – | – | 歷史 |
| CHCOCity Holding Co | COM | 373 | $3.96 萬 | <0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 622 | $3.96 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 194 | $3.94 萬 | <0.1% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 120 | $3.48 萬 | <0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 190 | $3.46 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 1,210 | $3.39 萬 | <0.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 242 | $3.31 萬 | <0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 75 | $3.31 萬 | <0.1% | – | – | 歷史 |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 921 | $3.25 萬 | <0.1% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 322 | $3.22 萬 | <0.1% | – | – | – |
| VLTOVeralto Corp | Stock | 332 | $3.17 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 362 | $3.04 萬 | <0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 260 | $2.99 萬 | <0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 54 | $2.71 萬 | <0.1% | – | – | – |
| VVisa Inc. | Stock | 100 | $2.62 萬 | <0.1% | – | – | 歷史 |