# Portfolio overlap — SPUSX vs SSPIX Comparing **Symmetry Panoramic US Equity Fund** (2026-02-28) and **SIMT S&P 500 Index Fund** (2026-03-31). - Shared positions: 407 - Symmetry Panoramic US Equity Fund covered by SIMT S&P 500 Index Fund: 0.4903457160745813832151074452 - SIMT S&P 500 Index Fund covered by Symmetry Panoramic US Equity Fund: 0.4903457160745813832151074452 ## Symmetry Panoramic US Equity Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | iShares MSCI USA Min Vol Factor ETF | 0.051340 | | | DFA U.S. Targeted Value Portfolio - Class Institutional | 0.040972 | | | DFA RL EST SECS MUTUAL FUND | 0.038609 | | | DIMENSIONAL US TARGET VALUE MUTUAL FUND | 0.036150 | | | MICROSOFT CORP | 0.028795 | ✓ | | APPLE INC COMMON STOCK | 0.028260 | ✓ | | VANGUARD U.S. VALUE FACTOR MUTUAL FUND | 0.028119 | | | ISHARES MSCI USA MOMENTUM FA MUTUAL FUND | 0.027501 | | | ALPHABET INC CL A | 0.026856 | ✓ | | AVANTIS US SMALL CAP VALUE MUTUAL FUND | 0.026600 | | | DIMENSIONAL US SMALL CAP ETF MUTUAL FUND | 0.025988 | | | NVIDIA CORP | 0.024843 | ✓ | | U.S. Small Cap Portfolio | 0.018754 | | | JPMORGAN CHASE and CO | 0.018392 | ✓ | | WALMART INC | 0.016709 | ✓ | | META PLATFORMS INC CL A | 0.015997 | ✓ | | VANGUARD SMALL-CAP VALUE ETF MUTUAL FUND | 0.014115 | | | VANGUARD U.S. QUALITY FACTOR MUTUAL FUND | 0.013057 | | | VANGUARD US MOMENTUM FACTOR MUTUAL FUND | 0.012677 | | | PUT Amazon.com, Inc. 01/02/2026 P205 | 0.012435 | ✓ | | LILLY ELI and CO | 0.011528 | ✓ | | BROADCOM INC | 0.009642 | ✓ | | KLA CORP | 0.008899 | ✓ | | LAM RESEARCH CORP | 0.008477 | ✓ | | QUANTA SERVICES INC COMMON STOCK | 0.008419 | ✓ | | ALPHABET INC CL C | 0.008115 | ✓ | | JOHNSON&JOHNSON | 0.007670 | ✓ | | EXXON MOBIL CORP | 0.007459 | ✓ | | UNITED RENTALS INC | 0.006779 | ✓ | | TRANE TECHNOLOGI | 0.006070 | ✓ | | NETFLIX INC | 0.005584 | ✓ | | HCA HEALTHCARE INC | 0.005517 | ✓ | | BERKSHIRE HATHAWAY INC-CL B COMMON STOCK | 0.005256 | ✓ | | EATON CORP PLC | 0.005212 | ✓ | | ROYAL CARIBBEAN | 0.005161 | ✓ | | GENERAL ELECTRIC CO | 0.005109 | ✓ | | HOWMET AEROSPACE INC | 0.005074 | ✓ | | CITIGROUP INC | 0.004957 | ✓ | | WILLIAMS-SONOMA INC | 0.004514 | ✓ | | DWS-GVT MM-INS | 0.004489 | | | PARKER HANNIFIN CORP | 0.004369 | ✓ | | ABBVIE INC | 0.004016 | ✓ | | MICRON TECHNOLOGY INC | 0.003941 | ✓ | | APPLOVIN CORP | 0.003896 | ✓ | | MORGAN STANLEY | 0.003578 | ✓ | | AUTONATION INC | 0.003575 | | | AMERIPRISE FINANCIAL INC | 0.003547 | ✓ | | CONSOLIDATED EDISON INC | 0.003343 | ✓ | | Anglogold Ashanti Plc | 0.003195 | | | STEEL DYNAMICS INC | 0.002885 | ✓ | ## SIMT S&P 500 Index Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | NVIDIA CORP | 0.073300 | ✓ | | APPLE INC COMMON STOCK | 0.064440 | ✓ | | MICROSOFT CORP | 0.047535 | ✓ | | PUT Amazon.com, Inc. 01/02/2026 P205 | 0.035185 | ✓ | | ALPHABET INC CL A | 0.028965 | ✓ | | BROADCOM INC | 0.025375 | ✓ | | ALPHABET INC CL C | 0.023198 | ✓ | | META PLATFORMS INC CL A | 0.021631 | ✓ | | TESLA INC | 0.018081 | ✓ | | US ULTRA BOND CBT Sep25 | 0.017564 | ✓ | | SEI DAILY INCOME TRUST GOVERNMENT FUND (#36) | 0.015588 | | | BERKSHIRE HATHAWAY INC-CL B COMMON STOCK | 0.015199 | ✓ | | JPMORGAN CHASE and CO | 0.013715 | ✓ | | LILLY ELI and CO | 0.012585 | ✓ | | EXXON MOBIL CORP | 0.012266 | ✓ | | JOHNSON&JOHNSON | 0.010194 | ✓ | | WALMART INC | 0.009433 | ✓ | | VISA INC-CLASS A | 0.008791 | ✓ | | COSTCO WHOLESALE CORP | 0.007658 | ✓ | | MASTERCARD INC CL A | 0.007042 | ✓ | | NETFLIX INC | 0.007023 | ✓ | | CHEVRON CORP | 0.006713 | ✓ | | ABBVIE INC | 0.006658 | ✓ | | MICRON TECHNOLOGY INC | 0.006559 | ✓ | | PROCTER & GAMBLE | 0.005805 | ✓ | | PALANTIR TECHNOLOGIES INC | 0.005784 | ✓ | | Common Stock | 0.005737 | ✓ | | CATERPILLAR INC | 0.005704 | ✓ | | HOME DEPOT INC | 0.005661 | ✓ | | BANK OF AMERICA CORP COMMON STOCK | 0.005595 | ✓ | | CISCO SYSTEMS INC | 0.005294 | ✓ | | MERCK & CO | 0.005171 | ✓ | | GENERAL ELECTRIC CO | 0.005145 | ✓ | | COCA-COLA CO/THE | 0.005099 | ✓ | | APPLIED MATERIALS INC COMMON STOCK | 0.004700 | ✓ | | LAM RESEARCH CORP | 0.004620 | ✓ | | RTX CORPORATION COMMON STOCK | 0.004474 | ✓ | | PHILIP MORRIS INTL INC | 0.004457 | ✓ | | GOLDMAN SACHS GROUP INC | 0.004402 | ✓ | | ORACLE CORP | 0.004285 | ✓ | | WELLS FARGO & CO | 0.004257 | ✓ | | UNITEDHEALTH GRP | 0.004248 | ✓ | | GE VERNOVA LLC | 0.004079 | ✓ | | LINDE PLC | 0.004005 | ✓ | | INTL BUS MACH CORP | 0.003924 | ✓ | | MCDONALDS CORP | 0.003840 | ✓ | | PEPSICO INC | 0.003681 | ✓ | | VERIZON COMMUNICATIONS INC | 0.003666 | ✓ | | INTEL CORP | 0.003584 | ✓ | | AT&T INC | 0.003510 | ✓ | ## Sources - N-PORT (fund A) — accession `0002048251-26-003540` (as of 2026-02-28) - N-PORT (fund B) — accession `0002048251-26-004574` (as of 2026-03-31) --- _Informational only — not investment advice. 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