0001793913-20-000003.txt : 20200515 0001793913-20-000003.hdr.sgml : 20200515 20200514193139 ACCESSION NUMBER: 0001793913-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200514 EFFECTIVENESS DATE: 20200515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Maxim Capital Management LLC CENTRAL INDEX KEY: 0001793913 IRS NUMBER: 203588435 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19621 FILM NUMBER: 20879963 BUSINESS ADDRESS: STREET 1: ONE SANSOME STREET STREET 2: SUITE 3500 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 4146714145 MAIL ADDRESS: STREET 1: ONE SANSOME STREET STREET 2: SUITE 3500 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001793913 XXXXXXXX 03-31-2020 03-31-2020 Maxim Capital Management LLC
ONE SANSOME STREET SUITE 3500 SAN FRANCISCO CA 94104
13F HOLDINGS REPORT 028-19621 N
ANDREW M. FISHER PRESIDENT AND CHIEF COMPLIANCE OFFICER 451-617-4145 ANDREW M. FISHER SAN FRANCISCO CA 05-14-2020 0 36 96102 false
INFORMATION TABLE 2 13fworldview20200331.xml AMAZON COM INC COM 023135106 480 246 SH SOLE 0 0 246 APPLE INC COM 037833100 266 1045 SH SOLE 0 0 1045 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 11410 494792 SH SOLE 0 0 494792 ISHARES TR CORE S&P TTL STK 464287150 738 12904 SH SOLE 0 0 12904 ISHARES TR SELECT DIVID ETF 464287168 6359 86476 SH SOLE 0 0 86476 ISHARES TR CORE S&P500 ETF 464287200 6945 26877 SH SOLE 0 0 26877 ISHARES TR 1 3 YR TREAS BD 464287457 8030 92653 SH SOLE 0 0 92653 ISHARES TR RUSSELL 2000 ETF 464287655 1726 15081 SH SOLE 0 0 15081 ISHARES TR 3YRTB ETF 464288125 276 3575 SH SOLE 0 0 3575 ISHARES TR EAFE SML CP ETF 464288273 1767 39411 SH SOLE 0 0 39411 ISHARES TR INTRM GOV CR ETF 464288612 18467 160974 SH SOLE 0 0 160974 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 270 4469 SH SOLE 0 0 4469 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2206 36024 SH SOLE 0 0 36024 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 466 9045 SH SOLE 0 0 9045 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2108 101905 SH SOLE 0 0 101905 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2436 54167 SH SOLE 0 0 54167 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 3194 61741 SH SOLE 0 0 61741 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 553 22665 SH SOLE 0 0 22665 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 974 9420 SH SOLE 0 0 9420 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1014 11349 SH SOLE 0 0 11349 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 544 6623 SH SOLE 0 0 6623 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 359 10763 SH SOLE 0 0 10763 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 227 2904 SH SOLE 0 0 2904 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 239 7137 SH SOLE 0 0 7137 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 278 1173 SH SOLE 0 0 1173 VANGUARD INDEX FDS VALUE ETF 922908744 711 7984 SH SOLE 0 0 7984 FACEBOOK INC CL A 30303M102 246 1475 SH SOLE 0 0 1475 INVESCO EXCHANGE-TRADED FD T GBL SRT TRM HY 46138E669 8138 411643 SH SOLE 0 0 411643 ISHARES TR CORE MSCI EAFE 46432F842 931 18656 SH SOLE 0 0 18656 ISHARES INC CORE MSCI EMKT 46434G103 6993 172791 SH SOLE 0 0 172791 ISHARES INC ESG MSCI EM ETF 46434G863 246 8983 SH SOLE 0 0 8983 ISHARES TR MSCI LW CRB TG 46434V464 954 9328 SH SOLE 0 0 9328 ISHARES TR ESG MSCI USA ETF 46435G425 364 6323 SH SOLE 0 0 6323 ISHARES TR ESG MSCI EAFE 46435G516 230 4318 SH SOLE 0 0 4318 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 2732 75885 SH SOLE 0 0 75885 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 3589 63799 SH SOLE 0 0 63799