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