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Maxim Capital Management

Latest statistics and disclosures from Maxim Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are GVI, GSIE, VTV, IVV, PGHY, and represent 56.38% of Maxim Capital Management's stock portfolio.
Added to shares of these 10 stocks: VTV (+$10M), GSIE, GVI, CMF, CRBN, VB, SCHF, ACWI, SCHE, IVV.
Started 4 new stock positions in SCHF, VB, CMF, ACWI.
Reduced shares in these 10 stocks: DVY (-$6.6M), SCHD, BNDX, IEMG, SHY, SCHO, ISHG, PGHY, BSV, AMZN.
Sold out of its position in ISHG.
Maxim Capital Management was a net buyer of stock by $1.7M.
Maxim Capital Management has $112M in assets under management (AUM), dropping by 16.02%.
Central Index Key (CIK): 0001793913

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Portfolio Holdings for Maxim Capital Management

Maxim Capital Management holds 39 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Intrm Gov Cr Etf (GVI)	17.7	$20M	+4%	168k	117.91	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	13.1	$15M	+5%	523k	28.05	View chart
Vanguard Index Fds Value Etf (VTV)	9.9	$11M	+1234%	107k	103.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	8.0	$8.9M	+2%	28k	324.51	View chart
Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY)	7.8	$8.7M		406k	21.50	View chart
Ishares Core Msci Emkt (IEMG)	7.5	$8.4M	-7%	160k	52.27	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	6.8	$7.6M	-4%	88k	86.55	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	2.7	$3.0M		76k	39.10	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.6	$2.9M	+7%	109k	26.74	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.5	$2.8M		36k	77.74	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.5	$2.8M	-12%	54k	51.59	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	2.0	$2.2M		40k	56.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.0	$2.2M		15k	147.58	View chart
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)	1.5	$1.7M	-54%	29k	58.13	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	1.4	$1.5M	+29%	12k	127.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$1.2M	+11%	21k	60.24	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$1.2M		9.4k	123.25	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.0	$1.1M		11k	93.75	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.9	$1.1M	+12%	15k	72.82	View chart
Amazon (AMZN)	0.7	$736k	-2%	241.00	3053.94	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.6	$715k		23k	31.66	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.6	$665k	NEW	11k	62.72	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$615k		9.0k	67.99	View chart
Ishares Tr Select Divid Etf (DVY)	0.5	$606k	-91%	7.3k	83.51	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$564k	-80%	10k	54.24	View chart
Ishares Tr Esg Msci Usa Etf (ESGU)	0.5	$541k	+16%	7.4k	73.36	View chart
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA)	0.4	$502k	+13%	12k	40.93	View chart
Apple (AAPL)	0.4	$494k	+24%	1.3k	379.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$451k	+29%	1.5k	297.30	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$450k	-18%	5.4k	83.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$382k	+10%	5.0k	77.03	View chart
Ishares Esg Msci Em Etf (ESGE)	0.3	$371k	+16%	11k	35.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$355k	+14%	8.2k	43.45	View chart
Facebook Cl A (META)	0.3	$344k		1.5k	233.22	View chart
Ishares Tr Esg Msci Eafe (ESGD)	0.3	$334k	+20%	5.2k	63.94	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$299k		2.9k	102.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$247k	NEW	1.6k	152.00	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$239k	NEW	7.6k	31.27	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$235k	NEW	3.0k	78.10	View chart

Past Filings by Maxim Capital Management

SEC 13F filings are viewable for Maxim Capital Management going back to 2019

Maxim Capital Management 2020 Q2 filed Aug. 14, 2020
Maxim Capital Management 2020 Q1 filed May 15, 2020
Maxim Capital Management 2019 Q4 filed Jan. 30, 2020
Maxim Capital Management 2019 Q2 filed Nov. 14, 2019
Maxim Capital Management 2019 Q1 filed Nov. 14, 2019
Maxim Capital Management 2018 Q4 filed Nov. 14, 2019
Maxim Capital Management 2019 Q3 filed Nov. 14, 2019

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