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Axim Planning & Wealth Portfolio
$26.5M across 21 positions as of 2026-09-30, with 89% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| EHANG HLDGS LTD | $14.5M | 54.6% | 3,424,503 |
| HANCOCK JOHN PFD INCOME FD I | $3.2M | 12.1% | 237,374 |
| CLFCleveland-Cliffs Inc | $1.1M | 4.3% | 102,724 |
| AMDAdvanced Micro Devices Inc | $898.7K | 3.4% | 1,469 |
| PMPhilip Morris International Inc | $777.6K | 2.9% | 4,075 |
| SCHDSchwab US Dividend Equity ETF | $706.5K | 2.7% | 21,717 |
| CATCaterpillar Inc | $677.1K | 2.6% | 835 |
| THREDUP INC | $633.9K | 2.4% | 299,011 |
| IJHiShares Core S&P Mid-Cap ETF | $491.8K | 1.9% | 6,835 |
| NKENike Inc | $462.7K | 1.7% | 13,070 |
| VBKVanguard Small-Cap Growth ETF | $359.6K | 1.4% | 1,064 |
| MSFTMicrosoft Corp | $359K | 1.4% | 700 |
| VBRVanguard Small-Cap Value ETF | $336K | 1.3% | 1,455 |
| TSLATesla Inc | $307.6K | 1.2% | 867 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $291.1K | 1.1% | 8,101 |
| NIONIO Inc | $280.8K | 1.1% | 81,877 |
| MDLZMondelez International Inc | $252.6K | 1.0% | 4,368 |
| VUGVanguard Growth ETF | $245.6K | 0.9% | 2,725 |
| CSCOCisco Systems Inc | $222.5K | 0.8% | 2,067 |
| VTVVanguard Value ETF | $215.9K | 0.8% | 999 |
| MARA HOLDINGS INC | $155K | 0.6% | 13,677 |
Quarter ending 2026-09-30.
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