# Portfolio overlap — SDYAX vs ONOF

Comparing **SIMT Dynamic Asset Allocation Fund** (2026-03-31) and **Global X Adaptive U.S. Risk Management ETF** (2026-02-28).

- Shared positions: 429
- SIMT Dynamic Asset Allocation Fund covered by Global X Adaptive U.S. Risk Management ETF: 0.6560753623772262813631132419
- Global X Adaptive U.S. Risk Management ETF covered by SIMT Dynamic Asset Allocation Fund: 0.6560753623772262813631132422

## SIMT Dynamic Asset Allocation Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| US ULTRA BOND CBT Sep25 | 0.281189 |  |
| MICROSOFT CORP | 0.059885 | ✓ |
| NVIDIA CORP | 0.049269 | ✓ |
| APPLE INC COMMON STOCK | 0.043317 | ✓ |
| PUT Amazon.com, Inc. 01/02/2026 P205 | 0.023653 | ✓ |
| ZSCALER INC CFD | 0.019592 |  |
| ALPHABET INC CL A | 0.019437 | ✓ |
| BROADCOM INC | 0.017060 | ✓ |
| ALPHABET INC CL C | 0.015597 | ✓ |
| META PLATFORMS INC CL A | 0.014548 | ✓ |
| TESLA INC | 0.012156 | ✓ |
| SEI DAILY INCOME TRUST GOVERNMENT FUND (#36) | 0.010665 |  |
| BERKSHIRE HATHAWAY INC-CL B COMMON STOCK | 0.010195 | ✓ |
| JPMORGAN CHASE and CO | 0.009202 | ✓ |
| LILLY ELI and CO | 0.008456 | ✓ |
| EXXON MOBIL CORP | 0.008226 | ✓ |
| JOHNSON&JOHNSON | 0.006852 | ✓ |
| WALMART INC | 0.006349 | ✓ |
| VISA INC-CLASS A | 0.005895 | ✓ |
| COSTCO WHOLESALE CORP | 0.005143 | ✓ |
| MASTERCARD INC CL A | 0.004721 | ✓ |
| NETFLIX INC | 0.004710 | ✓ |
| CHEVRON CORP | 0.004500 | ✓ |
| ABBVIE INC | 0.004468 | ✓ |
| MICRON TECHNOLOGY INC | 0.004413 | ✓ |
| PROCTER & GAMBLE | 0.003895 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.003890 | ✓ |
| Common Stock | 0.003854 | ✓ |
| CATERPILLAR INC | 0.003824 | ✓ |
| HOME DEPOT INC | 0.003814 | ✓ |
| BANK OF AMERICA CORP COMMON STOCK | 0.003753 | ✓ |
| CISCO SYSTEMS INC | 0.003552 | ✓ |
| MERCK & CO | 0.003472 | ✓ |
| GENERAL ELECTRIC CO | 0.003447 | ✓ |
| COCA-COLA CO/THE | 0.003432 | ✓ |
| APPLIED MATERIALS INC COMMON STOCK | 0.003168 | ✓ |
| LAM RESEARCH CORP | 0.003090 | ✓ |
| RTX CORPORATION COMMON STOCK | 0.003009 | ✓ |
| PHILIP MORRIS INTL INC | 0.002998 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.002971 | ✓ |
| SWPT 12/15/2027 2  C SWAPTION | 0.002893 |  |
| ORACLE CORP | 0.002881 | ✓ |
| WELLS FARGO & CO | 0.002856 | ✓ |
| UNITEDHEALTH GRP | 0.002850 | ✓ |
| GE VERNOVA LLC | 0.002754 | ✓ |
| LINDE PLC | 0.002674 | ✓ |
| WHEAT MAY 26 | 0.002673 |  |
| INTL BUS MACH CORP | 0.002639 | ✓ |
| MCDONALDS CORP | 0.002586 | ✓ |
| PEPSICO INC | 0.002473 | ✓ |

## Global X Adaptive U.S. Risk Management ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.070054 | ✓ |
| APPLE INC COMMON STOCK | 0.064331 | ✓ |
| MICROSOFT CORP | 0.048779 | ✓ |
| PUT Amazon.com, Inc. 01/02/2026 P205 | 0.033858 | ✓ |
| ALPHABET INC CL A | 0.030691 | ✓ |
| ALPHABET INC CL C | 0.026511 | ✓ |
| BROADCOM INC | 0.025092 | ✓ |
| META PLATFORMS INC CL A | 0.023725 | ✓ |
| TESLA INC | 0.019742 | ✓ |
| LILLY ELI and CO | 0.015075 | ✓ |
| JPMORGAN CHASE and CO | 0.013760 | ✓ |
| BERKSHIRE HATHAWAY INC-CL B COMMON STOCK | 0.011750 | ✓ |
| EXXON MOBIL CORP | 0.010846 | ✓ |
| JOHNSON&JOHNSON | 0.010162 | ✓ |
| WALMART INC | 0.009414 | ✓ |
| VISA INC-CLASS A | 0.009157 | ✓ |
| MICRON TECHNOLOGY INC | 0.007804 | ✓ |
| COSTCO WHOLESALE CORP | 0.007572 | ✓ |
| NETFLIX INC | 0.007454 | ✓ |
| MASTERCARD INC CL A | 0.006993 | ✓ |
| ABBVIE INC | 0.006964 | ✓ |
| PROCTER & GAMBLE | 0.006629 | ✓ |
| HOME DEPOT INC | 0.006416 | ✓ |
| GENERAL ELECTRIC CO | 0.006129 | ✓ |
| CHEVRON CORP | 0.005944 | ✓ |
| CATERPILLAR INC | 0.005799 | ✓ |
| Common Stock | 0.005464 | ✓ |
| COCA-COLA CO/THE | 0.005346 | ✓ |
| CISCO SYSTEMS INC | 0.005343 | ✓ |
| BANK OF AMERICA CORP COMMON STOCK | 0.005316 | ✓ |
| MERCK & CO | 0.005200 | ✓ |
| APPLIED MATERIALS INC COMMON STOCK | 0.005004 | ✓ |
| LAM RESEARCH CORP | 0.004953 | ✓ |
| PHILIP MORRIS INTL INC | 0.004922 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.004855 | ✓ |
| RTX CORPORATION COMMON STOCK | 0.004493 | ✓ |
| UNITEDHEALTH GRP | 0.004491 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004313 | ✓ |
| WELLS FARGO & CO | 0.004295 | ✓ |
| MCDONALDS CORP | 0.004110 | ✓ |
| ORACLE CORP | 0.004088 | ✓ |
| GE VERNOVA LLC | 0.004046 | ✓ |
| LINDE PLC | 0.004028 | ✓ |
| PEPSICO INC | 0.003873 | ✓ |
| INTL BUS MACH CORP | 0.003685 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003585 | ✓ |
| Common Stock | 0.003481 | ✓ |
| MORGAN STANLEY | 0.003434 | ✓ |
| ABBOTT LABORATORIES COMMON STOCK | 0.003413 | ✓ |
| AT&T INC | 0.003393 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002048251-26-004398` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/804239/000204825126004398/0002048251-26-004398-index.htm>
- N-PORT (fund B) — accession `0002048251-26-003694` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1432353/000204825126003694/0002048251-26-003694-index.htm>

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