SIMS INVESTMENT MANAGEMENT, LLC
35 holdingsFiling period: 2026-03-31Current AUM: $304.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 3.31M | $84.8M | $97.3M | 31.96% | -114,340 | 2026-03-31 |
| 2 | SCHA | SCHWAB STRATEGIC TR | 1.73M | $50.4M | $58.2M | 19.12% | -96,590 | 2026-03-31 |
| 3 | QYLD | GLOBAL X FDS | 1.15M | $19.7M | $20.4M | 6.69% | +37.2K | 2026-03-31 |
| 4 | SCHD | SCHWAB STRATEGIC TR | 557.8K | $17.1M | $18.7M | 6.13% | -61,850 | 2026-03-31 |
| 5 | XYLD | GLOBAL X FDS | 427.0K | $16.7M | $17.6M | 5.77% | +14.2K | 2026-03-31 |
| 6 | JHSC | JOHN HANCOCK EXCHANGE TRADED | 349.4K | $15.0M | $16.9M | 5.53% | +27.4K | 2026-03-31 |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | 48.2K | $11.5M | $13.7M | 4.49% | +1.1K | 2026-03-31 |
| 8 | SCHO | SCHWAB STRATEGIC TR | 422.6K | $10.3M | $10.2M | 3.34% | +11.8K | 2026-03-31 |
| 9 | QQQ | INVESCO QQQ TR | 10.6K | $6.1M | $7.3M | 2.40% | -1,633 | 2026-03-31 |
| 10 | ETV | EATON VANCE TAX-MANAGED BUY- | 387.9K | $5.3M | $5.7M | 1.87% | -982 | 2026-03-31 |
| 11 | VTV | VANGUARD INDEX FDS | 22.7K | $4.5M | $5.0M | 1.64% | -- | 2026-03-31 |
| 12 | SMH | VANECK ETF TRUST | 11.3K | $4.3M | $6.1M | 2.01% | -684 | 2026-03-31 |
| 13 | TLT | ISHARES TR | 45.2K | $3.9M | $3.7M | 1.22% | +5.0K | 2026-03-31 |
| 14 | UBER | UBER TECHNOLOGIES INC | 47.9K | $3.4M | $3.4M | 1.11% | +2.3K | 2026-03-31 |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | 33.7K | $2.7M | $2.6M | 0.87% | +204 | 2026-03-31 |
| 16 | VOO | VANGUARD INDEX FDS | 3.5K | $2.1M | $2.4M | 0.80% | -- | 2026-03-31 |
| 17 | TSLA | TESLA INC | 5.6K | $2.1M | $1.7M | 0.57% | -288 | 2026-03-31 |
| 18 | CCL | CARNIVAL CORP | 56.3K | $1.5M | $1.6M | 0.51% | +470 | 2026-03-31 |
| 19 | ETB | EATON VANCE TAX MNGED BUY WR | 100.5K | $1.4M | $1.6M | 0.51% | -- | 2026-03-31 |
| 20 | PRSU | PURSUIT ATTRACTIONS AND HOSP | 37.2K | $1.4M | $1.9M | 0.62% | +260 | 2026-03-31 |
| 21 | META | META PLATFORMS INC | 2.4K | $1.3M | $1.3M | 0.43% | -465 | 2026-03-31 |
| 22 | XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | 50.5K | $810K | $810K | 0.27% | -- | 2026-03-31 |
| 23 | SCHM | SCHWAB STRATEGIC TR | 24.2K | $748K | $838K | 0.28% | -- | 2026-03-31 |
| 24 | BND | VANGUARD BD INDEX FDS | 9.6K | $710K | $696K | 0.23% | -3 | 2026-03-31 |
| 25 | UNH | UNITEDHEALTH GROUP INC | 2.3K | $611K | $936K | 0.31% | +60 | 2026-03-31 |
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