Maxim Capital Management

Maxim Capital Management as of March 31, 2020

Portfolio Holdings for Maxim Capital Management

Maxim Capital Management holds 36 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Brclys Intrdte Gov/Crt Bd (GVI) 19.1 $19M 161k 114.72
Goldman Sachs Etf Tr activebeta int (GSIE) 11.8 $11M 495k 23.06
Invesco Global Short etf - e (PGHY) 8.4 $8.1M 412k 19.77
iShares Lehman 1-3 Year Treas.Bond (SHY) 8.3 $8.0M 93k 86.67
Ishares Inc core msci emkt (IEMG) 7.2 $7.0M 173k 40.47
iShares S&P 500 Index (IVV) 7.2 $6.9M 27k 258.40
iShares Dow Jones Select Dividend (DVY) 6.6 $6.4M 87k 73.53
Vanguard Charlotte Fds intl bd idx etf (BNDX) 3.7 $3.6M 64k 56.25
Schwab Strategic Tr sht tm us tres (SCHO) 3.3 $3.2M 62k 51.73
SPDR Dow Jones Global Real Estate (RWO) 2.8 $2.7M 76k 36.00
Schwab Strategic Tr us dividend eq (SCHD) 2.5 $2.4M 54k 44.97
Schwab Strategic Tr us lrg cap etf (SCHX) 2.3 $2.2M 36k 61.24
Schwab Emerging Markets Equity ETF (SCHE) 2.2 $2.1M 102k 20.69
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.8 $1.8M 39k 44.84
iShares Russell 2000 Index (IWM) 1.8 $1.7M 15k 114.45
Vanguard Intermediate-Term Bond ETF (BIV) 1.1 $1.0M 11k 89.35
Vanguard Dividend Appreciation ETF (VIG) 1.0 $974k 9.4k 103.40
Ishares Tr msci lw crb tg (CRBN) 1.0 $954k 9.3k 102.27
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.0 $931k 19k 49.90
iShares S&P 1500 Index Fund (ITOT) 0.8 $738k 13k 57.19
Vanguard Value ETF (VTV) 0.7 $711k 8.0k 89.05
Schwab Intl Small Cap Equity ETF (SCHC) 0.6 $553k 23k 24.40
Vanguard Short-Term Bond ETF (BSV) 0.6 $544k 6.6k 82.14
Amazon (AMZN) 0.5 $480k 246.00 1951.22
Schwab U S Small Cap ETF (SCHA) 0.5 $466k 9.0k 51.52
Ishares Tr etf msci usa (ESGU) 0.4 $364k 6.3k 57.57
Vanguard Europe Pacific ETF (VEA) 0.4 $359k 11k 33.35
Vanguard S&p 500 Etf idx (VOO) 0.3 $278k 1.2k 237.00
iShares S&P/Citigroup 1-3 Year Int Trsry (ISHG) 0.3 $276k 3.6k 77.20
Schwab U S Broad Market ETF (SCHB) 0.3 $270k 4.5k 60.42
Apple (AAPL) 0.3 $266k 1.0k 254.55
Ishares Inc msci em esg se (ESGE) 0.3 $246k 9.0k 27.39
Facebook Inc cl a (META) 0.3 $246k 1.5k 166.78
Vanguard Emerging Markets ETF (VWO) 0.2 $239k 7.1k 33.49
Ishares Tr msci eafe esg (ESGD) 0.2 $230k 4.3k 53.27
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.2 $227k 2.9k 78.17