0001941040-24-000207.txt : 20240424 0001941040-24-000207.hdr.sgml : 20240424 20240424135536 ACCESSION NUMBER: 0001941040-24-000207 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240424 DATE AS OF CHANGE: 20240424 EFFECTIVENESS DATE: 20240424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Axim Planning & Wealth CENTRAL INDEX KEY: 0001950607 ORGANIZATION NAME: 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: 24869565 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 03-31-2024 03-31-2024 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 04-24-2024 0 24 123251934 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 201304 1116 SH SOLE 1116 0 0 APPLE INC COM 037833100 216408 1262 SH SOLE 1262 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 5479619 335350 SH SOLE 335350 0 0 CATERPILLAR INC COM 149123101 293144 800 SH SOLE 800 0 0 EHANG HLDGS LTD ADS 26853E102 85840400 4173087 SH SOLE 4173087 0 0 ETF SER SOLUTIONS APTUS COLLRD INV 26922A222 543936 15096 SH SOLE 15096 0 0 ETF SER SOLUTIONS APTUS DEFINED 26922A388 375453 14083 SH SOLE 14083 0 0 ETF SER SOLUTIONS APTUS DRAWDOWN 26922A784 478266 11390 SH SOLE 11390 0 0 EXXON MOBIL CORP COM 30231G102 284672 2449 SH SOLE 2449 0 0 HANCOCK JOHN PFD INCOME FD I COM 41013X106 2763700 167193 SH SOLE 167193 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 328700 2000 SH SOLE 2000 0 0 JPMORGAN CHASE & CO COM 46625H100 367150 1833 SH SOLE 1833 0 0 KRANESHARES TRUST CSI CHI INTERNET 500767306 21098306 803745 SH SOLE 803745 0 0 LCNB CORP COM 50181P100 183310 11500 SH SOLE 11500 0 0 MICROSOFT CORP COM 594918104 1130054 2686 SH SOLE 2686 0 0 MONDELEZ INTL INC CL A 609207105 305760 4368 SH SOLE 4368 0 0 NIO INC SPON ADS 62914V106 181283 40285 SH SOLE 40285 0 0 PHILIP MORRIS INTL INC COM 718172109 373443 4076 SH SOLE 4076 0 0 PROCTER AND GAMBLE CO COM 742718109 1210872 7463 SH SOLE 7463 0 0 SOFI TECHNOLOGIES INC COM 83406F102 204400 28000 SH SOLE 28000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 210274 402 SH SOLE 402 0 0 STARBUCKS CORP COM 855244109 276729 3028 SH SOLE 3028 0 0 TESLA INC COM 88160R101 215343 1225 SH SOLE 1225 0 0 US BANCORP DEL COM NEW 902973304 689408 15423 SH SOLE 15423 0 0