$112 Million is the total value of Maxim Capital Management LLC's 39 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CMF | New | ISHARES TRcalif mun bd etf | $665,000 | – | 10,603 | +100.0% | 0.59% | – |
VB | New | VANGUARD INDEX FDSsmall cp etf | $247,000 | – | 1,625 | +100.0% | 0.22% | – |
SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $239,000 | – | 7,642 | +100.0% | 0.21% | – |
ACWI | New | ISHARES TRmsci acwi etf | $235,000 | – | 3,009 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 7 | Q2 2020 | 21.0% |
GOLDMAN SACHS ETF TR | 7 | Q2 2020 | 14.4% |
INVESCO EXCH TRADED FD TR II | 7 | Q2 2020 | 9.9% |
ISHARES INC | 7 | Q2 2020 | 9.7% |
ISHARES TR | 7 | Q2 2020 | 8.3% |
ISHARES TR | 7 | Q2 2020 | 9.2% |
ISHARES TR | 7 | Q2 2020 | 8.3% |
SPDR INDEX SHS FDS | 7 | Q2 2020 | 3.9% |
SCHWAB STRATEGIC TR | 7 | Q2 2020 | 3.3% |
SCHWAB STRATEGIC TR | 7 | Q2 2020 | 2.6% |
View Maxim Capital Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2020-08-14 |
13F-HR | 2020-05-15 |
13F-HR | 2020-01-30 |
13F-HR | 2019-11-14 |
13F-HR | 2019-11-14 |
13F-HR | 2019-11-14 |
13F-HR | 2019-11-14 |
View Maxim Capital Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.