0001941040-23-000329.txt : 20231101 0001941040-23-000329.hdr.sgml : 20231101 20231101141855 ACCESSION NUMBER: 0001941040-23-000329 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231101 DATE AS OF CHANGE: 20231101 EFFECTIVENESS DATE: 20231101 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: 231367654 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 09-30-2023 09-30-2023 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 11-01-2023 0 28 113198732 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 551493 6358 SH SOLE 6358 0 0 ALTRIA GROUP INC COM 02209S103 282618 6721 SH SOLE 6721 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 139527 10892 SH SOLE 10892 0 0 CARNIVAL CORP COMMON STOCK 143658300 6047776 440800 SH SOLE 440800 0 0 CATERPILLAR INC COM 149123101 218400 800 SH SOLE 800 0 0 CISCO SYS INC COM 17275R102 216061 4019 SH SOLE 4019 0 0 DEERE & CO COM 244199105 226428 600 SH SOLE 600 0 0 EHANG HLDGS LTD ADS 26853E102 67519426 3746916 SH SOLE 3746916 0 0 ETF SER SOLUTIONS APTUS COLLRD INV 26922A222 670677 22040 SH SOLE 22040 0 0 ETF SER SOLUTIONS APTUS DEFINED 26922A388 480699 20622 SH SOLE 20622 0 0 ETF SER SOLUTIONS APTUS DRAWDOWN 26922A784 677061 19317 SH SOLE 19317 0 0 EXCHANGE LISTED FDS TR CABANA TARGET 13 30151E699 228723 10698 SH SOLE 10698 0 0 EXXON MOBIL CORP COM 30231G102 271022 2305 SH SOLE 2305 0 0 JPMORGAN CHASE & CO COM 46625H100 697401 4809 SH SOLE 4809 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 29114016 1063720 SH SOLE 1063720 0 0 LCNB CORP COM 50181P100 164105 11500 SH SOLE 11500 0 0 MERCK & CO INC COM 58933Y105 225769 2193 SH SOLE 2193 0 0 MICROSOFT CORP COM 594918104 848736 2688 SH SOLE 2688 0 0 MONDELEZ INTL INC CL A 609207105 303139 4368 SH SOLE 4368 0 0 NIO INC SPON ADS 62914V106 687130 76010 SH SOLE 76010 0 0 PHILIP MORRIS INTL INC COM 718172109 388095 4192 SH SOLE 4192 0 0 PROCTER AND GAMBLE CO COM 742718109 1097597 7525 SH SOLE 7525 0 0 PROSHARES TR II ULTRA BLOOMBERG 74347Y763 514707 9465 SH SOLE 9465 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 377774 4100 SH SOLE 4100 0 0 SOFI TECHNOLOGIES INC COM 83406F102 152609 19100 SH SOLE 19100 0 0 STARBUCKS CORP COM 855244109 304659 3338 SH SOLE 3338 0 0 US BANCORP DEL COM NEW 902973304 518447 15682 SH SOLE 15682 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 274637 4768 SH SOLE 4768 0 0