Portfolio (Quarterly)
Guide ↗
SIMA Wealth Partners, LLC
· CIK 0002135539| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VUG | VANGUARD INDEX FDS | — | 103.0 | $9K | 0.01% | +86.0 | +505.9% | $86.35 | +2.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Defensive
27.3%
Technology
20.8%
Financial Services
16.3%
Consumer Cyclical
13.6%
Healthcare
9.9%
Industrials
8.8%
Communication Services
1.8%
Energy
0.8%
Utilities
0.7%