Axim Planning & Wealth

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Springboro, OH
CIK
0001950607
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 28 109,323 EH, KWEB, CCL, HPF 13F-HR 1/25/2024 000194104024000040
Q3 2023 28 113,198 EH, KWEB, CCL, PG 13F-HR 11/1/2023 000194104023000329
Q2 2023 24 111,316 EH, KWEB, BOIL, CCL 13F-HR 7/19/2023 000194104023000165
Q1 2023 24 100,984 KWEB, EH, BOIL, CCL 13F-HR 4/26/2023 000194104023000107
Q4 2022 26 97,297 KWEB, EH, NIO, CCL 13F-HR 2/8/2023 000194104023000063
Q3 2022 167 101,605 PGJ, NIO, EH, CCL 13F-HR 11/14/2022 000191646422000004
Q2 2022 156 128,901 PGJ, NIO, EH, CCL 13F-HR 10/13/2022 000195060722000001