0001941040-23-000165.txt : 20230719 0001941040-23-000165.hdr.sgml : 20230719 20230719145039 ACCESSION NUMBER: 0001941040-23-000165 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230719 DATE AS OF CHANGE: 20230719 EFFECTIVENESS DATE: 20230719 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: 231096462 BUSINESS ADDRESS: STREET 1: 4 SYCAMORE CREEK DRIVE CITY: SPRINGBORO STATE: OH ZIP: 45066 BUSINESS PHONE: (937) 291-2060 MAIL ADDRESS: STREET 1: 4 SYCAMORE CREEK DRIVE CITY: SPRINGBORO STATE: OH ZIP: 45066 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001950607 XXXXXXXX 06-30-2023 06-30-2023 false Axim Planning & Wealth

4 SYCAMORE CREEK DRIVE SPRINGBORO OH 45066

13F HOLDINGS REPORT 028-22663 000319618 801-124695 N Giselle Casella 941-786-4482 Giselle Casella SPRINGBORO OH 07-19-2023 0 24 111316344 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2220111 26636 SH SOLE 26636 0 0 ALTRIA GROUP INC COM 02209S103 293182 6472 SH SOLE 6472 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 396277 22089 SH SOLE 22089 0 0 CARNIVAL CORP COMMON STOCK 143658300 7548947 400900 SH SOLE 400900 0 0 CISCO SYS INC COM 17275R102 218964 4232 SH SOLE 4232 0 0 DEERE & CO COM 244199105 243114 600 SH SOLE 600 0 0 EHANG HLDGS LTD ADS 26853E102 47578399 3136348 SH SOLE 3136348 0 0 ETF SER SOLUTIONS APTUS COLLRD INV 26922A222 638377 20520 SH SOLE 20520 0 0 ETF SER SOLUTIONS APTUS DEFINED 26922A388 424783 17087 SH SOLE 17087 0 0 ETF SER SOLUTIONS APTUS DRAWDOWN 26922A784 605131 16617 SH SOLE 16617 0 0 EXXON MOBIL CORP COM 30231G102 230373 2148 SH SOLE 2148 0 0 JPMORGAN CHASE & CO COM 46625H100 686477 4720 SH SOLE 4720 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 34760571 1290775 SH SOLE 1290775 0 0 LCNB CORP COM 50181P100 169740 11500 SH SOLE 11500 0 0 MICROSOFT CORP COM 594918104 829896 2437 SH SOLE 2437 0 0 MONDELEZ INTL INC CL A 609207105 318602 4368 SH SOLE 4368 0 0 NIO INC SPON ADS 62914V106 191959 19810 SH SOLE 19810 0 0 PHILIP MORRIS INTL INC COM 718172109 397899 4076 SH SOLE 4076 0 0 PROCTER AND GAMBLE CO COM 742718109 1052317 6935 SH SOLE 6935 0 0 PROSHARES TR II ULTRA BLOOMBERG 74347Y763 10993694 159352 SH SOLE 159352 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 425334 4100 SH SOLE 4100 0 0 STARBUCKS CORP COM 855244109 282816 2855 SH SOLE 2855 0 0 US BANCORP DEL COM NEW 902973304 512880 15523 SH SOLE 15523 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 296501 5136 SH SOLE 5136 0 0