0001793913-20-000004.txt : 20200814 0001793913-20-000004.hdr.sgml : 20200814 20200813201214 ACCESSION NUMBER: 0001793913-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200813 EFFECTIVENESS DATE: 20200814 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: 201100939 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 06-30-2020 06-30-2020 Maxim Capital Management LLC

ONE SANSOME STREET SUITE 3500 SAN FRANCISCO CA 94104

13F HOLDINGS REPORT 028-19621 N ANDREW M. FISHER 4516174145 ANDREW M. FISHER SAN FRANCISCO CA 08-13-2020 0 39 111923 false INFORMATION TABLE 2 13fworldview20200630.xml ISHARES TR CORE S&P500 ETF 464287200 8909 27454 SH SOLE 0 0 27454 ISHARES TR RUSSELL 2000 ETF 464287655 2234 15138 SH SOLE 0 0 15138 AMAZON COM INC COM 023135106 736 241 SH SOLE 0 0 241 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1163 9436 SH SOLE 0 0 9436 ISHARES TR 1 3 YR TREAS BD 464287457 7618 88021 SH SOLE 0 0 88021 APPLE INC COM 037833100 494 1302 SH SOLE 0 0 1302 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 355 8170 SH SOLE 0 0 8170 ISHARES TR SELECT DIVID ETF 464287168 606 7257 SH SOLE 0 0 7257 VANGUARD INDEX FDS VALUE ETF 922908744 11036 106552 SH SOLE 0 0 106552 VANGUARD INDEX FDS SMALL CP ETF 922908751 247 1625 SH SOLE 0 0 1625 ISHARES TR CORE S&P TTL STK 464287150 1056 14502 SH SOLE 0 0 14502 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 450 5413 SH SOLE 0 0 5413 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1064 11349 SH SOLE 0 0 11349 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 502 12265 SH SOLE 0 0 12265 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 299 2904 SH SOLE 0 0 2904 ISHARES TR INTRM GOV CR ETF 464288612 19758 167567 SH SOLE 0 0 167567 ISHARES TR EAFE SML CP ETF 464288273 2234 39516 SH SOLE 0 0 39516 ISHARES TR CALIF MUN BD ETF 464288356 665 10603 SH SOLE 0 0 10603 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 2977 76141 SH SOLE 0 0 76141 ISHARES TR MSCI ACWI ETF 464288257 235 3009 SH SOLE 0 0 3009 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 382 4959 SH SOLE 0 0 4959 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 239 7642 SH SOLE 0 0 7642 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2804 36068 SH SOLE 0 0 36068 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 615 9045 SH SOLE 0 0 9045 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 715 22586 SH SOLE 0 0 22586 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2916 109061 SH SOLE 0 0 109061 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2787 54021 SH SOLE 0 0 54021 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 451 1517 SH SOLE 0 0 1517 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 564 10398 SH SOLE 0 0 10398 FACEBOOK INC CL A 30303M102 344 1475 SH SOLE 0 0 1475 ISHARES INC CORE MSCI EMKT 46434G103 8354 159820 SH SOLE 0 0 159820 ISHARES TR CORE MSCI EAFE 46432F842 1249 20734 SH SOLE 0 0 20734 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1675 28814 SH SOLE 0 0 28814 INVESCO EXCH TRADED FD TR II GBL SRT TRM HY 46138E669 8724 405753 SH SOLE 0 0 405753 ISHARES TR MSCI LW CRB TG 46434V464 1545 12099 SH SOLE 0 0 12099 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 14675 523184 SH SOLE 0 0 523184 ISHARES INC ESG MSCI EM ETF 46434G863 371 10501 SH SOLE 0 0 10501 ISHARES TR ESG MSCI EAFE 46435G516 334 5224 SH SOLE 0 0 5224 ISHARES TR ESG MSCI USA ETF 46435G425 541 7375 SH SOLE 0 0 7375