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Two Rds Shared Tr ldrshs alpfact shares owned by SIMA Wealth Partners

Quarter-by-quarter ownership of Two Rds Shared Tr ldrshs alpfact (LSAF) shares owned by SIMA Wealth Partners from 13F filings

Historical chart of SIMA Wealth Partners investment in Two Rds Shared Tr ldrshs alpfact

Tip: Access up to 7 years of quarterly data

All positions including Two Rds Shared Tr ldrshs alpfact held by SIMA Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Two Rds Shared Tr ldrshs alpfact by SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $26k 496 53.25

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust ST STR P500GRW (SPYG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Usd Inv Grde Etf (USIG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust St Str P400mid (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

Top funds holding Two Rds Shared Tr ldrshs alpfact

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View all funds holding Two Rds Shared Tr ldrshs alpfact