0001941040-23-000063.txt : 20230208 0001941040-23-000063.hdr.sgml : 20230208 20230208150649 ACCESSION NUMBER: 0001941040-23-000063 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230208 DATE AS OF CHANGE: 20230208 EFFECTIVENESS DATE: 20230208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Axim Planning & Wealth CENTRAL INDEX KEY: 0001950607 IRS NUMBER: 000000000 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22663 FILM NUMBER: 23598755 BUSINESS ADDRESS: STREET 1: 8379 YANKEE ST CITY: DAYTON STATE: OH ZIP: 45458 BUSINESS PHONE: (937) 291-2060 MAIL ADDRESS: STREET 1: 8379 YANKEE ST CITY: DAYTON STATE: OH ZIP: 45458 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001950607 XXXXXXXX 12-31-2022 12-31-2022 false Axim Planning & Wealth

8379 Yankee St Dayton OH 45458

13F HOLDINGS REPORT 028-22663 000319618 801-124695 N Giselle Casella 941-786-4482 Giselle Casella Dayton OH 02-08-2023 0 26 97297444 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3256247 36965 SH SOLE 36965 0 0 ALTRIA GROUP INC COM 02209S103 230378 5040 SH SOLE 5040 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 974009 76573 SH SOLE 76573 0 0 CARNIVAL CORP COMMON STOCK 143658300 4161781 516350 SH SOLE 516350 0 0 CISCO SYS INC COM 17275R102 235485 4943 SH SOLE 4943 0 0 DEERE & CO COM 244199105 257256 600 SH SOLE 600 0 0 DRAFTKINGS INC NEW COM CL A 26142V105 1727294 151650 SH SOLE 151650 0 0 EHANG HLDGS LTD ADS 26853E102 21713397 2530699 SH SOLE 2530699 0 0 ETF SER SOLUTIONS APTUS COLLARED 26922A222 821165 28483 SH SOLE 28483 0 0 ETF SER SOLUTIONS APTUS DEFINED 26922A388 549043 21447 SH SOLE 21447 0 0 ETF SER SOLUTIONS APTUS DRAWDOWN 26922A784 768013 22867 SH SOLE 22867 0 0 INVESCO EXCHANGE TRADED FD T GLOBAL DRGN CN 46137V571 728345 26650 SH SOLE 26650 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 585560 7214 SH SOLE 7214 0 0 JPMORGAN CHASE & CO COM 46625H100 603852 4503 SH SOLE 4503 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 44848510 1485050 SH SOLE 1485050 0 0 LCNB CORP COM 50181P100 207000 11500 SH SOLE 11500 0 0 LI AUTO INC SPONSORED ADS 50202M102 1915560 93900 SH SOLE 93900 0 0 MICROSOFT CORP COM 594918104 560220 2336 SH SOLE 2336 0 0 MONDELEZ INTL INC CL A 609207105 291127 4368 SH SOLE 4368 0 0 NIO INC SPON ADS 62914V106 9872694 1012584 SH SOLE 1012584 0 0 PHILIP MORRIS INTL INC COM 718172109 412532 4076 SH SOLE 4076 0 0 PROCTER AND GAMBLE CO COM 742718109 1157615 7638 SH SOLE 7638 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 249622 5050 SH SOLE 5050 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 214926 562 SH SOLE 562 0 0 STARBUCKS CORP COM 855244109 283216 2855 SH SOLE 2855 0 0 US BANCORP DEL COM NEW 902973304 672597 15423 SH SOLE 15423 0 0