Maxim Capital Management LLC 13F Holdings
CIK 0001793913 · LAKE OSWEGO, OR
As of Jun 30, 2020, Maxim Capital Management LLC reported 39 positions worth
CIK 0001793913 · LAKE OSWEGO, OR
As of Jun 30, 2020, Maxim Capital Management LLC reported 39 positions worth
11.9K in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | GVI | — | 167,567 | 9.8K | 17.65% |
| GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETF | GSIE | — | 523,184 | 4.7K | 13.11% |
| VANGUARD VALUE INDEX FUND | VTV | — | 106,552 | 1.0K | 9.86% |
| ISHARES CORE S&P 500 ETF | IVV | — | 27,454 | $8.9K | 7.96% |
| INVESCO EXCH TRADED FD TR II | — | — | 405,753 | $8.7K | 7.79% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 159,820 | $8.4K | 7.46% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 88,021 | $7.6K | 6.81% |
| SPDR(R) DOW JONES GLOBAL REAL ESTATE ETF | RWO | — | 76,141 | $3.0K | 2.66% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 109,061 | $2.9K | 2.61% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 36,068 | $2.8K | 2.51% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 54,021 | $2.8K | 2.49% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 15,138 | $2.2K | 2.00% |
| ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | — | 39,516 | $2.2K | 2.00% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 28,814 | .7K | 1.50% |
| ISHARES MSCI ACWI LOW CARBON TARGET ETF | CRBN | — | 12,099 | .5K | 1.38% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 20,734 | .2K | 1.12% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 9,436 | .2K | 1.04% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 11,349 | .1K | 0.95% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 14,502 | .1K | 0.94% |
| AMAZON.COM INC | AMZN | Equity | 241 | $736.0 | 0.66% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 22,586 | $715.0 | 0.64% |
| ISHARES CALIFORNIA MUNI BOND ETF | CMF | — | 10,603 | $665.0 | 0.59% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 9,045 | $615.0 | 0.55% |
| ISHARES SELECT DIVIDEND ETF | DVY | — | 7,257 | $606.0 | 0.54% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 10,398 | $564.0 | 0.50% |