Axim Planning & Wealth ETFs

Axim Planning & Wealth

$107 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BTAL Agf Invts Tr Agfiq Us Mkt Neut	$0	$1.69 Million 1.58% of portfolio	95,623	Q2 2025 Added 130.26%
XLK Technology Sector Spdr	$0	$921,000 0.86% of portfolio	3,639	Q2 2025 Added 77.69%
CTA Simplify Exch Traded Fds Simpl	$0	$727,000 0.68% of portfolio	27,191	Q2 2025 Added 115.43%
QUAL Ishares Msci Usa Quality Facto	$0	$660,000 0.62% of portfolio	3,614	Q2 2025 New
IVW Ishares S&P 500 Growth ETF	$0	$637,000 0.6% of portfolio	5,786	Q2 2025 New
DYNF Blackrock ETF Tr U S Equity Fa	$0	$493,000 0.46% of portfolio	9,069	Q2 2025 New
GTO Invesco Actively Managed ETF T	$0	$408,000 0.38% of portfolio	8,709	Q2 2025 New
XLC Select Sector Spdr Tr Communic	$0	$398,000 0.37% of portfolio	3,668	Q2 2025 New
RSP Invesco S&P 500 Equal Weight E	$0	$381,000 0.36% of portfolio	2,097	Q2 2025 Added 9.33%
OEF Ishares S&P 100 ETF	$0	$346,000 0.32% of portfolio	1,303	Q2 2025 New
XLF Financial Sector Spdr	$0	$326,000 0.31% of portfolio	6,238	Q2 2025 Added 42.52%
IVE Ishares S&P 500 Value ETF	$0	$322,000 0.3% of portfolio	1,648	Q2 2025 Reduced 3.29%
IJH Ishares Core S&P Mid Cap ETF	$0	$301,000 0.28% of portfolio	4,868	Q2 2025 Added 13.53%
VTV Vanguard Value ETF	$0	$300,000 0.28% of portfolio	1,701	Q2 2025 Added 2.35%
EFV Msci Eafe Value ETF	$0	$297,000 0.28% of portfolio	4,680	Q2 2025 New
AGG Ishares Core U.S. Aggregate Bo	$0	$284,000 0.27% of portfolio	2,867	Q2 2025 New
ACIO ETF Ser Solutions Aptus Collar	$0	$280,000 0.26% of portfolio	6,766	Q2 2025 Reduced 1.38%
VBK Vanguard Small Cap Growth ETF	$0	$274,000 0.26% of portfolio	990	Q2 2025 Reduced 11.92%
VEA Vanguard Ftse Developed Market	$0	$258,000 0.24% of portfolio	4,540	Q2 2025 Reduced 6.02%
VBR Vanguard Small Cap Value ETF	$0	$255,000 0.24% of portfolio	1,308	Q2 2025 Reduced 16.05%
SPY Spdr S&P 500 ETF Trust	$0	$242,000 0.23% of portfolio	393	Q2 2025 New
MTUM Ishares Msci Usa Momentum Fact	$0	$235,000 0.22% of portfolio	978	Q2 2025 New
ADME ETF Ser Solutions Aptus Drawnd	$0	$235,000 0.22% of portfolio	4,884	Q2 2025 Reduced 1.65%
XLV Select Sector Spdr Fund Health	$0	$227,000 0.21% of portfolio	1,691	Q2 2025 New
XLY Select Sector Spdr Consumer Di	$0	$223,000 0.21% of portfolio	1,028	Q2 2025 New
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$220,000 0.21% of portfolio	10,534	Q2 2025 New
EFG Msci Eafe Growth ETF	$0	$218,000 0.2% of portfolio	1,947	Q2 2025 New
VUG Vanguard Growth ETF	$0	$217,000 0.2% of portfolio	496	Q2 2025 New
XLP Consumer Staples Sector Spdr	$0	$194,000 0.18% of portfolio	2,563	Q2 2025 New
BIZD Vaneck Vectors ETF Tr Bdc Inco	$0	$164,000 0.15% of portfolio	10,104	Q2 2025 New
PLW Invesco 1 30 Laddered Treasury	$0	$0 0.0% of portfolio	10,007	Q2 2025 New

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Axim Planning & Wealth ETFs

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