SIMA Wealth Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed June 15, 2026), SIMA Wealth Partners, LLC reported 183 stock positions worth $120.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 15.4% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 7.1%) and Dimensional International (DFAI, 6.8%). Compared with Q4 2024, it opened 21 new positions, sold out of 8, added to 38 and reduced 42. The biggest buy was JPMorgan Int Res Enh Eqty (JIRE, shares +8%) and the biggest sale iShares S&P 500 Growth ETF (IVW, shares −0%).

Most Recent 13F
Q2 2026
Location
NORTH CHESTERFIELD, VA
CIK
0002135539
Portfolio Value
$120.4M (Q1 2025)
SEC Filing
0002135539-26-000007 ↗ filed Jun 15, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q2 2024: $104.9M Q2 2024 Q3 2024: $115.2M Q3 2024 Q4 2024: $117.7M Q4 2024 Q1 2025: $120.4M $120.4M Q1 2025 Q2 2025: $123.9M Q2 2025 Q3 2025: $130.8M Q3 2025 Q4 2025: $131.5M Q4 2025 Q1 2026: $131.3M Q1 2026 Q2 2026: $141.1M Q2 2026

Holdings 183 stocks · $120.4M
IVV iShares Core S&P 500 ETF 15.41% 33,032 $18.6M Add +4.8%
SPYG SS SPDR P S&P 500 Growth ETF 7.10% 106,441 $8.6M Add +7.3%
DFAI Dimensional International Co. 6.82% 262,870 $8.2M Reduce -0.3%
SCHR Schwab Intermediate-Term US 6.73% 326,266 $8.1M Reduce -4.3%
JIRE JPMorgan Int Res Enh Eqty 6.61% 124,905 $8.0M Add +8.2%
USIG iShares Broad Usd Investment 6.55% 154,395 $7.9M Add +12.9%
MBB iShares MBS ETF 6.21% 79,748 $7.5M Add +5.2%
JAVA JPMorgan Active Value ETF 5.05% 95,686 $6.1M Add +3.5%
DFAE Dimensional Emerging Core Eq 3.45% 160,319 $4.2M Add +4.3%
SPYV SS SPDR P S&P 500 Value ETF 3.34% 78,839 $4.0M Add +11.8%
IVW iShares S&P 500 Growth ETF 3.12% 40,506 $3.8M Reduce -0.2%
IVE iShares S&P 500 Value ETF 2.76% 17,430 $3.3M Reduce -1.2%
SCHO Schwab Short-Term US Treas 2.71% 134,137 $3.3M Add +8.9%
IGSB iShares 1-5Y Inv Grade Corp. 2.17% 49,967 $2.6M Reduce -6.9%
SPMD SS SPDR P S&P 400 Midcap ETF 1.75% 41,195 $2.1M Reduce -0.9%
VTV Vanguard Mrngstr Val ETF-Aui 1.61% 11,238 $1.9M No change
SCHV Schwab US Large-Cap Value 1.48% 67,240 $1.8M Reduce -3.5%
IEFA iShares Core MSCI Eafe ETF 1.35% 21,432 $1.6M Reduce -12.8%
PM Philip Morris International 1.02% 7,721 $1.2M Add +0.5%
SCHG Schwab US Large-Cap Growth 0.85% 40,668 $1.0M Reduce -4.5%
SCHM Schwab US Mid Cap ETF 0.83% 38,290 $1.0M Reduce -5.9%
MUB iShares National Muni Bond E 0.80% 9,184 $968K Reduce -0.0%
IJH iShares Core S&P Midcap ETF 0.51% 10,539 $615K Reduce -1.9%
IWY iShares Russell Top 200 Grow 0.47% 2,684 $566K No change
IWD iShares Russell 1000 Value E 0.45% 2,880 $542K No change
MO Altria Group Inc. 0.43% 8,654 $519K Reduce -2.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.42% 1,971 $510K No change
IDEV iShares Core MSCI Dev MKTS 0.42% 7,309 $504K Reduce -0.0%
DFAS Dimensional US Small Cap ETF 0.39% 7,861 $470K Add +3.5%
VMBS Vanguard Mortgage-Backed Sec 0.32% 8,280 $383K Reduce -0.0%
IEMG iShares Core MSCI Emerging 0.31% 6,922 $374K Reduce -2.2%
IWX iShares Russell Top 200 Valu 0.31% 4,537 $373K No change
SCHF Schwab Intl Equity ETF 0.30% 18,370 $363K Reduce -10.5%
IJR iShares Core S&P Small-Cap E 0.30% 3,443 $360K Reduce -10.3%
SO The Southern Co. 0.29% 3,780 $348K Add +0.8%
SCHD Schwab US DVD Equity ETF 0.28% 12,104 $338K Reduce -12.8%
IGIB iShares 5-10Y Inv Grade Corp. 0.26% 5,999 $315K Reduce -0.5%
IXUS iShares Core Intl Stock ETF 0.26% 4,462 $311K Reduce -6.9%
SPEM State Street SP PTF Em ETF 0.26% 7,912 $311K No change
HEFA Isha Curr Hedged MSCI Eafe 0.24% 7,966 $289K Reduce -1.6%
MCD McDonald's Corp. 0.24% 925 $289K No change
QUAL iShares MSCI USA Quality Fac 0.23% 1,617 $276K No change
VEA Vanguard Ftse Developed ETF 0.21% 5,073 $258K No change
USMV iShares MSCI USA Min Vol Fac 0.19% 2,472 $232K No change
CMI Cummins Inc. 0.18% 690 $216K No change
JNJ Johnson & Johnson 0.18% 1,300 $216K Add +4.0%
SPHQ Invesco S&P 500 Quality ETF 0.17% 3,152 $209K No change
AAPL Apple Inc. 0.17% 938 $208K No change
GOVT iShares US Treasury Bond ETF 0.17% 8,868 $204K Reduce -21.5%
CEG Constellation Energy 0.14% 834 $168K Add +0.2%
AVGO Broadcom Inc. 0.14% 1,000 $167K No change
IWB iShares Russell 1000 ETF 0.14% 539 $165K No change
NSC Norfolk Southern Corp. 0.13% 680 $161K No change
AMZN Amazon.com Inc. 0.12% 764 $145K Reduce -2.2%
SHY iShares 1-3 Year Treasury Bo 0.11% 1,656 $137K Reduce -0.5%
BRK.B Berkshire Hathaway Inc. Class B 0.11% 257 $137K No change
IWF iShares Russell 1000 Growth 0.11% 354 $128K No change
CPK Chesapeake Utilities Corp. 0.10% 985 $126K Add +0.6%
IYW iShares Ustechnology ETF 0.10% 900 $126K No change
EXC Exelon Corp. 0.10% 2,732 $126K Add +0.9%
EFA iShares MSCI Eafe ETF 0.10% 1,444 $118K No change
SPSM SS SPDR P S&P 600 Small Cap 0.09% 2,767 $113K No change
EBAY eBay Inc. 0.08% 1,500 $102K No change
IJK iShares S&P Mid-Cap 400 Grow 0.08% 1,193 $99K No change
EMR Emerson Electric Co. 0.08% 899 $99K No change
MDLZ Mondelez International Inc. Class A 0.08% 1,426 $97K Add +0.8%
VB Vanguard Most SM-Cap ETF-Usd 0.08% 423 $94K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.08% 3,324 $92K Add +9.6%
IWP iShares Russell Mid-Cap Grow 0.08% 775 $91K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.07% 745 $89K No change
PG The Procter & Gamble Co. 0.07% 506 $86K Add +11.0%
GLD SPDR Gold Shares 0.07% 273 $79K Add +36.5%
DHR Danaher Corp. 0.06% 380 $78K Reduce -55.7%
PH Parker Hannifin Corp. 0.06% 127 $77K No change
SYK Stryker Corp. 0.06% 205 $76K No change
OXY Occidental Petroleum Corp. 0.06% 1,508 $74K Add +0.4%
SDY SS SPDR S&P Dividend ETF 0.06% 537 $73K No change
VOO Vanguard S&P 500 ETF 0.06% 141 $73K Add +2.9%
IJT iShares S&P Small-Cap 600 GR 0.06% 559 $70K No change
JVAL JPMorgan US Value Factor ETF 0.06% 1,620 $67K No change
IWR iShares Russell Mid-Cap ETF 0.05% 747 $64K No change
ITOT iShares Core S&P Total U.S. 0.05% 473 $58K No change
VWO Vanguard Ftse Emerging Marke 0.05% 1,273 $58K No change
UNP Union Pacific Corp. 0.05% 230 $54K Reduce -58.0%
UNH Unitedhealth Group Inc. 0.04% 100 $52K No change
SPTI SS SPDR P Int Term TSY ETF 0.04% 1,683 $48K No change
VCSH Vanguard S/T Corp. Bond ETF 0.04% 550 $43K Reduce -40.5%
IJS iShares S&P Small-Cap 600 Va 0.04% 440 $43K No change
KO The Coca-Cola Co. 0.03% 585 $42K No change
D Dominion Energy Inc. 0.03% 745 $42K Reduce -35.4%
MA Mastercard Inc. Class A 0.03% 75 $41K No change
KMX Carmax Inc. 0.03% 502 $39K No change
SCHB Schwab US Broad Market ETF 0.03% 1,705 $37K Reduce -4.9%
V Visa Inc. Class A 0.03% 100 $35K No change
BCO The Brink's Co. 0.03% 396 $34K Add +0.3%
XOM Exxon Mobil Corp. 0.03% 280 $33K Add +7.7%
FRDM Freedom 100 Emeging MRKT ETF 0.03% 939 $33K Add +2.2%
GD General Dynamics Corp. 0.03% 120 $33K No change
VGT Vanguard Info Tech ETF 0.03% 60 $33K Reduce -37.5%
DUK Duke Energy Corp. 0.03% 258 $31K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 125 $31K New
VZ Verizon Communications Inc. 0.03% 682 $31K Add +57.9%
GOOGL Alphabet Inc. Class A 0.03% 198 $31K No change
MSFT Microsoft Corp. 0.03% 80 $30K No change
MKL Markel Group Inc. 0.02% 16 $30K No change
MDYG SS SPDR S&P 400 MC GR ETF 0.02% 362 $29K No change
FAST Fastenal Co. 0.02% 364 $28K Reduce -53.0%
AUB Atlantic Union Bankshares Co. 0.02% 887 $28K Add +1.0%
UPS United Parcel Service Class B 0.02% 242 $27K Reduce -11.7%
SCHA Schwab US Small-Cap ETF 0.02% 1,103 $26K Reduce -23.4%
VFH Vanguard Financials ETF 0.02% 212 $25K No change
T AT&T Inc. 0.02% 886 $25K Add +0.1%
SCHX Schwab US Large-Cap ETF 0.02% 1,122 $25K Add +150.4%
CHCO City Holding Co. filed as CITY HLDG CO 0.02% 205 $24K Reduce -35.3%
JCI Johnson Controls Internation 0.02% 275 $22K No change
ABBV Abbvie Inc. 0.02% 100 $21K No change
TRP TC Energy Corp. 0.02% 425 $20K New
KNSL Kinsale Capital Group Inc. 0.02% 40 $19K No change
MMM 3M Co. 0.02% 132 $19K Add +112.9%
HWM Howmet Aerospace Inc. 0.02% 142 $18K No change
PROSHARES TR 0.01% 800 $17K No change
IEF iShares 7-10 Year Treasury B 0.01% 174 $17K No change
IWM iShares Russell 2000 ETF 0.01% 82 $16K No change
VTWO Vanguard Russell 2000 ETF 0.01% 196 $16K No change
ELV Elevance Health Inc. 0.01% 36 $16K No change
VHT Vanguard Health Care ETF 0.01% 59 $16K No change
DGRO iShares Core Dividend Growth 0.01% 252 $16K No change
PFE Pfizer Inc. 0.01% 604 $15K Add +1.7%
KHC The Kraft Heinz Co. 0.01% 497 $15K Add +7.8%
NWBI Northwest Bancshares Inc. 0.01% 1,250 $15K New
COIN Coinbase Global Inc. Class A 0.01% 87 $15K Add +1.2%
VTI VG Morningstar TS MKT ETF-US 0.01% 54 $15K No change
ACH Accendra Health Inc. filed as OWENS & MINOR INC NEW 0.01% 1,501 $14K No change
ABT Abbott Laboratories 0.01% 100 $13K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.01% 111 $13K Reduce -41.3%
VLTO Veralto Corp. 0.01% 126 $12K Reduce -55.6%
DOW Dow Inc. 0.01% 344 $12K Add +11.0%
XMCRX MFS Charter Income Trust 0.01% 1,813 $11K Add +2.1%
PEP Pepsico Inc. 0.01% 72 $11K Add +2.9%
IP International Paper Co. 0.01% 200 $11K New
SW Smurfit Westrock PLC 0.01% 225 $10K New
GM General Motors Co. 0.01% 212 $10K Add +0.5%
IWO iShares Russell 2000 Growth 0.01% 38 $10K No change
IPO Renaissance Ipo ETF 0.01% 250 $9K No change
F Ford Motor Co. filed as FORD MTR CO 0.01% 904 $9K Add +81.9%
WHR Whirlpool Corp. 0.01% 100 $9K New
FTV Fortive Corp. 0.01% 123 $9K Reduce -53.0%
HIW Highwoods Properties Inc. 0.01% 300 $9K New
DD Dupont DE Nemours Inc. 0.01% 119 $9K Reduce -58.5%
BTI British American Tob-SP ADR 0.01% 210 $9K No change
TSLA Tesla Inc. 0.01% 32 $8K No change
DOC Healthpeak Properties Inc. 0.01% 400 $8K New
NVDA Nvidia Corp. 0.01% 70 $8K Reduce -4.1%
CTVA Corteva Inc. 0.01% 114 $7K No change
SPH Suburban Propane Partners LP 0.01% 325 $7K New
EEM iShares MSCI Emerging Market 0.01% 150 $7K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 17 $6K No change
VCIT Vanguard Int-Term Corporate 0.01% 75 $6K Reduce -76.7%
SWK Stanley Black & Decker Inc. 0.00% 75 $6K New
MRVL Marvell Technology Inc. 0.00% 85 $5K No change
HSY The Hershey Co. 0.00% 27 $5K New
UDR Udr Inc. 0.00% 100 $5K New
VONG Vanguard Russell 1000 Growth 0.00% 46 $4K No change
HBI Hanesbrands Inc. 0.00% 700 $4K New
AAP Advance Auto Parts Inc. 0.00% 100 $4K New
GT Goodyear Tire & Rubber Co. 0.00% 400 $4K New
AMLP Alerian MLP ETF 0.00% 60 $3K New
META Meta Platforms Inc. Class A 0.00% 5 $3K No change
INTC Intel Corp. 0.00% 100 $2K New
SOBO South Bow Corp. 0.00% 85 $2K New
WBD Warner Bros Discovery Inc. 0.00% 189 $2K No change
IVZ Invesco Ltd. 0.00% 125 $2K New
VNT Vontier Corp. 0.00% 49 $2K Reduce -52.4%
AA Alcoa Corp. 0.00% 48 $1K No change
SOLV Solventum Corp. 0.00% 17 $1K New
PLUR Pluri Inc. 0.00% 250 $1K No change
BKR Baker Hughes Co. 0.00% 18 $779 No change
KD Kyndryl Holdings Inc. 0.00% 21 $660 New
VTRS Viatris Inc. 0.00% 72 $632 No change
NRG NRG Energy Inc. 0.00% 5 $452 No change
ADNT Adient PLC 0.00% 27 $348 No change
WAB Wabtec Corp. 0.00% 1 $182 No change
CLOV Clover Health Investments Co. 0.00% 50 $180 No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $5K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 181$5KNo change

Total filed on the 13F, all lines: $120.4M.

Portfolio Sells Q4 2024 → Q1 2025
IVW iShares S&P 500 Growth ETF Reduce -0.2% 3.12% −0.38
SCHR Schwab Intermediate-Term US Reduce -4.3% 6.73% −0.31
IGSB iShares 1-5Y Inv Grade Corp. Reduce -6.9% 2.17% −0.19
SPMD SS SPDR P S&P 400 Midcap ETF Reduce -0.9% 1.75% −0.18
SCHG Schwab US Large-Cap Growth Reduce -4.5% 0.85% −0.16
SCHM Schwab US Mid Cap ETF Reduce -5.9% 0.83% −0.13
IEFA iShares Core MSCI Eafe ETF Reduce -12.8% 1.35% −0.12
IVE iShares S&P 500 Value ETF Reduce -1.2% 2.76% −0.11
DHR Danaher Corp. Reduce -55.7% 0.06% −0.10
IJR iShares Core S&P Small-Cap E Reduce -10.3% 0.30% −0.08
UNP Union Pacific Corp. Reduce -58.0% 0.05% −0.06
SCHV Schwab US Large-Cap Value Reduce -3.5% 1.48% −0.06
IJH iShares Core S&P Midcap ETF Reduce -1.9% 0.51% −0.06
GOVT iShares US Treasury Bond ETF Reduce -21.5% 0.17% −0.05
SCHD Schwab US DVD Equity ETF Reduce -12.8% 0.28% −0.04
MUB iShares National Muni Bond E Reduce -0.0% 0.80% −0.03
VCSH Vanguard S/T Corp. Bond ETF Reduce -40.5% 0.04% −0.03
AMZN Amazon.com Inc. Reduce -2.2% 0.12% −0.02
FAST Fastenal Co. Reduce -53.0% 0.02% −0.02
VGT Vanguard Info Tech ETF Reduce -37.5% 0.03% −0.02
SCHF Schwab Intl Equity ETF Reduce -10.5% 0.30% −0.02
D Dominion Energy Inc. Reduce -35.4% 0.03% −0.02
IWC iShares Micro-Cap ETF Sold out 0.00% −0.02
VCIT Vanguard Int-Term Corporate Reduce -76.7% 0.01% −0.02
VLTO Veralto Corp. Reduce -55.6% 0.01% −0.01
CHCO City Holding Co. Reduce -35.3% 0.02% −0.01
DD Dupont DE Nemours Inc. Reduce -58.5% 0.01% −0.01
IXUS iShares Core Intl Stock ETF Reduce -6.9% 0.26% −0.01
SCHA Schwab US Small-Cap ETF Reduce -23.4% 0.02% −0.01
FTV Fortive Corp. Reduce -53.0% 0.01% −0.01
MET Metlife Inc. Sold out 0.00% −0.01
SCHP Schwab U.S. Tips ETF Sold out 0.00% −0.01
UPS United Parcel Service Class B Reduce -11.7% 0.02% −0.01
SJM The JM Smucker Co. Reduce -41.3% 0.01% −0.01
CINF Cincinnati Financial Corp. Sold out 0.00% −0.01
IEMG iShares Core MSCI Emerging Reduce -2.2% 0.31% −0.00
SCHB Schwab US Broad Market ETF Reduce -4.9% 0.03% −0.00
UBER Uber Technologies Inc. Sold out 0.00% −0.00
SCHW Schwab (charles) Corp. Sold out 0.00% −0.00
SHY iShares 1-3 Year Treasury Bo Reduce -0.5% 0.11% −0.00
IGIB iShares 5-10Y Inv Grade Corp. Reduce -0.5% 0.26% −0.00
NVDA Nvidia Corp. Reduce -4.1% 0.01% −0.00
VNT Vontier Corp. Reduce -52.4% 0.00% −0.00
VIG Vanguard Dividend Apprec ETF Sold out 0.00% −0.00
VMBS Vanguard Mortgage-Backed Sec Reduce -0.0% 0.32% −0.00
VTEB Vanguard Tax-Exempt Bond ETF Sold out 0.00% −0.00
HEFA Isha Curr Hedged MSCI Eafe Reduce -1.6% 0.24% +0.00
IDEV iShares Core MSCI Dev MKTS Reduce -0.0% 0.42% +0.02
MO Altria Group Inc. Reduce -2.0% 0.43% +0.04
DFAI Dimensional International Co. Reduce -0.3% 6.82% +0.27

Portfolio Buys Q4 2024 → Q1 2025
JIRE JPMorgan Int Res Enh Eqty Add +8.2% 6.61% +0.87
USIG iShares Broad Usd Investment Add +12.9% 6.55% +0.70
MBB iShares MBS ETF Add +5.2% 6.21% +0.30
SPYV SS SPDR P S&P 500 Value ETF Add +11.8% 3.34% +0.28
PM Philip Morris International Add +0.5% 1.02% +0.23
SCHO Schwab Short-Term US Treas Add +8.9% 2.71% +0.19
DFAE Dimensional Emerging Core Eq Add +4.3% 3.45% +0.13
JAVA JPMorgan Active Value ETF Add +3.5% 5.05% +0.08
SO The Southern Co. Add +0.8% 0.29% +0.03
IBM Intl Business Machines Corp. New 0.03% +0.03
JNJ Johnson & Johnson Add +4.0% 0.18% +0.03
GLD SPDR Gold Shares Add +36.5% 0.07% +0.02
EXC Exelon Corp. Add +0.9% 0.10% +0.02
TRP TC Energy Corp. New 0.02% +0.02
NWBI Northwest Bancshares Inc. New 0.01% +0.01
SCHX Schwab US Large-Cap ETF Add +150.4% 0.02% +0.01
VZ Verizon Communications Inc. Add +57.9% 0.03% +0.01
MMM 3M Co. Add +112.9% 0.02% +0.01
IP International Paper Co. New 0.01% +0.01
MDLZ Mondelez International Inc. Class A Add +0.8% 0.08% +0.01
SW Smurfit Westrock PLC New 0.01% +0.01
WHR Whirlpool Corp. New 0.01% +0.01
HIW Highwoods Properties Inc. New 0.01% +0.01
SCHE Schwab Emrg Mrkts Eqty ETF Add +9.6% 0.08% +0.01
DOC Healthpeak Properties Inc. New 0.01% +0.01
PG The Procter & Gamble Co. Add +11.0% 0.07% +0.01
SPH Suburban Propane Partners LP New 0.01% +0.01
SWK Stanley Black & Decker Inc. New 0.00% +0.00
CPK Chesapeake Utilities Corp. Add +0.6% 0.10% +0.00
XOM Exxon Mobil Corp. Add +7.7% 0.03% +0.00
HSY The Hershey Co. New 0.00% +0.00
UDR Udr Inc. New 0.00% +0.00
T AT&T Inc. Add +0.1% 0.02% +0.00
F Ford Motor Co. Add +81.9% 0.01% +0.00
HBI Hanesbrands Inc. New 0.00% +0.00
AAP Advance Auto Parts Inc. New 0.00% +0.00
GT Goodyear Tire & Rubber Co. New 0.00% +0.00
AMLP Alerian MLP ETF New 0.00% +0.00
INTC Intel Corp. New 0.00% +0.00
FRDM Freedom 100 Emeging MRKT ETF Add +2.2% 0.03% +0.00
SOBO South Bow Corp. New 0.00% +0.00
IVZ Invesco Ltd. New 0.00% +0.00
SOLV Solventum Corp. New 0.00% +0.00
KHC The Kraft Heinz Co. Add +7.8% 0.01% +0.00
KD Kyndryl Holdings Inc. New 0.00% +0.00
PEP Pepsico Inc. Add +2.9% 0.01% −0.00
XMCRX MFS Charter Income Trust Add +2.1% 0.01% −0.00
DOW Dow Inc. Add +11.0% 0.01% −0.00
PFE Pfizer Inc. Add +1.7% 0.01% −0.00
GM General Motors Co. Add +0.5% 0.01% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 130$141.1MIVV, DFAI, SPYG, JIRE, USIG
Q1 2026 131$131.3MIVV, DFAI, USIG, JIRE, SPYG
Q4 2025 130$131.5MIVV, SPYG, DFAI, JIRE, USIG
Q3 2025 165$130.8MIVV, SPYG, JIRE, DFAI, USIG
Q2 2025 153$123.9MIVV, SPYG, USIG, JIRE, DFAI
Q1 2025 183$120.4MIVV, SPYG, DFAI, SCHR, JIRE
Q4 2024 170$117.7MIVV, SPYG, SCHR, DFAI, MBB
Q3 2024 142$115.2MIVV, DFAI, JIRE, SCHR, JAVA
Q2 2024 171$104.9MIVV, DFAI, JIRE, JAVA, SCHR