Sims Investment Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SCHWAB STRATEGIC TR | $92.04M | 32.5% |
| SCHWAB STRATEGIC TR | $52.16M | 18.4% |
| GLOBAL X FDS | $19.63M | 6.9% |
| SCHWAB STRATEGIC TR | $17.00M | 6.0% |
| GLOBAL X FDS | $16.77M | 5.9% |
| JOHN HANCOCK EXCHANGE TRADED | $13.52M | 4.8% |
| INVESCO EXCH TRADED FD TR II | $11.93M | 4.2% |
| SCHWAB STRATEGIC TR | $10.01M | 3.5% |
| INVESCO QQQ TR | $7.54M | 2.7% |
| EATON VANCE TAX-MANAGED BUY- | $5.58M | 2.0% |
| VANECK ETF TRUST | $4.32M | 1.5% |
| Uber Technologies, Inc | $3.73M | 1.3% |
| iShares MSCI UAE ETF | $3.51M | 1.2% |
| VANGUARD SCOTTSDALE FDS | $2.67M | 0.9% |
| Tesla Inc | $2.64M | 0.9% |
| VANGUARD INDEX FDS | $2.22M | 0.8% |
| Meta Platforms Inc | $1.86M | 0.7% |
| Carnival Corp Ltd. | $1.71M | 0.6% |
| EATON VANCE TAX MNGED BUY WR | $1.53M | 0.5% |
| Pursuit Attractions & Hospitality, Inc. | $1.24M | 0.4% |
| NVIDIA Corp | $1.01M | 0.4% |
| Nuveen S&P 500 BuyWrite Income Fund | $883.5K | 0.3% |
| Apple Inc. | $800.1K | 0.3% |
| SCHWAB STRATEGIC TR | $727.1K | 0.3% |
| UNITEDHEALTH GROUP INC | $726.7K | 0.3% |
| VANGUARD BD INDEX FDS | $714.7K | 0.3% |
| MICROSOFT CORP | $669.3K | 0.2% |
| Alphabet Inc. | $589.1K | 0.2% |
| Warren E. Buffett | $547.4K | 0.2% |
| VANGUARD WORLD FD | $532.2K | 0.2% |
| Six Flags Entertainment Corporation/NEW | $506.2K | 0.2% |
| AMERICAN FINANCIAL GROUP INC | $499.4K | 0.2% |
| Amazon.com Inc | $392.0K | 0.1% |
| Walt Disney Co | $342.5K | 0.1% |
| Broadcom Inc. | $298.7K | 0.1% |
| VANGUARD INDEX FDS | $298.1K | 0.1% |
| JPMORGAN CHASE & CO | $287.1K | 0.1% |
| ROYAL CARIBBEAN CRUISES LTD | $281.7K | 0.1% |
| VANGUARD INDEX FDS | $266.5K | 0.1% |
| EXXON MOBIL CORP | $265.4K | 0.1% |
| ISHARES TR | $259.5K | 0.1% |
| ELI LILLY & Co | $216.0K | 0.1% |
| General Motors Co | $203.3K | 0.1% |