Maxim Capital Management

Maxim Capital Management as of Dec. 31, 2019

Portfolio Holdings for Maxim Capital Management

Maxim Capital Management holds 27 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Brclys Intrdte Gov/Crt Bd (GVI) 21.0 $20M 188k 108.22
Goldman Sachs Etf Tr activebeta int (GSIE) 13.5 $13M 515k 25.36
Invesco Global Short etf - e (PGHY) 9.9 $9.6M 422k 22.70
iShares S&P 500 Index (IVV) 7.6 $7.4M 29k 251.59
iShares Dow Jones Select Dividend (DVY) 6.5 $6.3M 70k 89.31
Ishares Inc core msci emkt (IEMG) 6.5 $6.2M 132k 47.15
iShares Lehman 1-3 Year Treas.Bond (SHY) 4.5 $4.4M 52k 83.62
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 3.7 $3.6M 56k 63.53
SPDR Dow Jones Global Real Estate (RWO) 3.6 $3.5M 80k 44.26
iShares S&P/Citigroup 1-3 Year Int Trsry (ISHG) 3.6 $3.5M 44k 79.75
Schwab Strategic Tr us lrg cap etf (SCHX) 2.5 $2.4M 41k 59.70
Schwab Strategic Tr sht tm us tres (SCHO) 2.4 $2.3M 47k 49.91
Schwab Strategic Tr us dividend eq (SCHD) 2.3 $2.2M 47k 46.97
ISHARES TR MSCI Small Cap msci small cap (SCZ) 2.2 $2.1M 41k 51.83
Schwab Emerging Markets Equity ETF (SCHE) 2.2 $2.1M 89k 23.53
iShares Russell 2000 Index (IWM) 2.1 $2.0M 15k 133.91
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.2 $1.2M 22k 55.00
Vanguard Dividend Appreciation ETF (VIG) 1.0 $957k 9.8k 97.93
Schwab Intl Small Cap Equity ETF (SCHC) 0.8 $752k 26k 29.10
iShares S&P 1500 Index Fund (ITOT) 0.8 $731k 13k 56.73
Schwab U S Small Cap ETF (SCHA) 0.6 $565k 9.3k 60.63
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.3 $315k 2.8k 112.90
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.3 $291k 3.1k 94.79
Schwab U S Broad Market ETF (SCHB) 0.3 $266k 4.4k 59.92
Schwab International Equity ETF (SCHF) 0.3 $262k 9.2k 28.40
Facebook Inc cl a (META) 0.2 $219k 1.7k 131.06
Apple (AAPL) 0.2 $213k 1.3k 158.01