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
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0001950607
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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
Chief Compliance Officer
941-786-4482
Giselle Casella
SPRINGBORO
OH
07-19-2023
0
24
111316344
INFORMATION TABLE
2
infotable.xml
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COM
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SOLE
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0
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AMERICAN AIRLS GROUP INC
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22089
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0
0
CARNIVAL CORP
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SOLE
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CISCO SYS INC
COM
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SH
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DEERE & CO
COM
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SH
SOLE
600
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EHANG HLDGS LTD
ADS
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PROCTER AND GAMBLE CO
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ROYAL CARIBBEAN GROUP
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STARBUCKS CORP
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US BANCORP DEL
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