account_balance
Investment manager · 13F filer · SEC CIK 2111381
J.E. Simmons & Co., P.C.
Reported value$179Mas of Sep 30, 2026
Positions82 13 new, 3 sold out
Top 10 weight70.9%IVV alone is 21%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
21.3%Added +3%
IUSBiShares Tr
7.9%Added +98%
FNDFSchwab Strategic Tr
7.6%Added +8%
ELMDElectromed, Inc.
7.4%Trimmed −3%
FNDXSchwab Strategic Tr
7.3%
DYNFBlackRock ETF Trust
6.2%
QQQInvesco QQQ Tr
3.6%
SPTLSPDR Series Trust
3.5%Trimmed −46%
BAIBlackRock ETF Trust
3.3%Trimmed −7%
COROBlackRock ETF Trust
2.9%
VWOVanguard Intl Equity Index F
2.6%
QUALiShares Tr
2.5%
IVViShares Tr
21.3%Added +3%
IUSBiShares Tr
7.9%
FNDFSchwab Strategic Tr
7.6%
ELMDElectromed, Inc.
7.4%
FNDXSchwab Strategic Tr
7.3%
DYNFBlackRock ETF Trust
6.2%
QQQ3.6%
SPTL3.5%
BAI3.3%
CORO
VWO2.6%
QUAL
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 21.3% Added +3%
IUSB iShares Tr 7.9% Added +98%
FNDF Schwab Strategic Tr 7.6% Added +8%
ELMD Electromed, Inc. 7.4% Trimmed −3%FNDX Schwab Strategic Tr 7.3% Held
DYNF BlackRock ETF Trust 6.2% Held
QQQ Invesco QQQ Tr 3.6% Held
SPTL SPDR Series Trust 3.5% Trimmed −46%
BAI BlackRock ETF Trust 3.3% Trimmed −7%
CORO BlackRock ETF Trust 2.9% Added +7%
VWO Vanguard Intl Equity Index F 2.6% Trimmed −20%
QUAL iShares Tr 2.5% Added +4%
What changed
Biggest moves since Jun 30, 2026
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