0001950607-22-000001.txt : 20221013
0001950607-22-000001.hdr.sgml : 20221013
20221013154739
ACCESSION NUMBER: 0001950607-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20221013
DATE AS OF CHANGE: 20221013
EFFECTIVENESS DATE: 20221013
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: 221309087
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
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0001950607
XXXXXXXX
06-30-2022
06-30-2022
Axim Planning & Wealth
8379 YANKEE ST
DAYTON
OH
45458
13F HOLDINGS REPORT
028-22663
N
MATT JADWISIAK
SENIOR VP WEALTH MANAGEMENT
937-291-2060
MATT JADWISIAK
DAYTON
OH
10-13-2022
0
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COM
88579Y101
27
212
SH
SOLE
212
0
0
ABB LTD
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11
400
SH
SOLE
400
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
34
92
SH
SOLE
92
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
58
760
SH
SOLE
760
0
0
AFLAC INC
COM
001055102
4
80
SH
SOLE
80
0
0
AIR PRODS & CHEMS INC
COM
009158106
45
189
SH
SOLE
189
0
0
ALIBABA GROUP HLDG LTD
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01609W102
341
3003
SH
SOLE
3003
0
0
ALPHABET INC
CAP STK CL A
02079K305
72
33
SH
SOLE
33
0
0
ALTRIA GROUP INC
COM
02209S103
46
1100
SH
SOLE
1100
0
0
AMAZON COM INC
COM
023135106
61
578
SH
SOLE
578
0
0
AMERICAN AIRLS GROUP INC
COM
02376R102
1265
99746
SH
SOLE
99746
0
0
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INTL SMCP VLU
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7
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SOLE
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0
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6
SH
SOLE
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0
0
APPLE INC
COM
037833100
56
413
SH
SOLE
413
0
0
ASTROTECH CORP
COM NEW
046484200
0
400
SH
SOLE
400
0
0
AT&T INC
COM
00206R102
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33
SH
SOLE
33
0
0
BECTON DICKINSON & CO
COM
075887109
60
243
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SOLE
243
0
0
BEST BUY INC
COM
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500
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SOLE
500
0
0
BK OF AMERICA CORP
COM
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898
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SOLE
898
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0
BLACKROCK ENHANCED EQUITY DI
COM
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200
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SOLE
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0
0
BOEING CO
COM
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9
65
SH
SOLE
65
0
0
BRC INC
COM CL A
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100
SH
SOLE
100
0
0
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
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67
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SOLE
67
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0
BROOKFIELD INFRASTRUCTURE CO
COM SB VTG SHS A
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210
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SOLE
210
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6061
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SOLE
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52
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SOLE
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COM
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221
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SOLE
221
0
0
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COM
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4543
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SOLE
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CITIGROUP INC
COM NEW
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SOLE
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0
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COM
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6391
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SOLE
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COM
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629
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SOLE
629
0
0
COMCAST CORP NEW
CL A
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98
2500
SH
SOLE
2500
0
0
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CL A
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35
SH
SOLE
35
0
0
CONTEXTLOGIC INC
COM CL A
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700
SH
SOLE
700
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0
COPART INC
COM
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85
SH
SOLE
85
0
0
CORTEVA INC
COM
22052L104
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1400
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SOLE
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0
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CROWDSTRIKE HLDGS INC
CL A
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100
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SOLE
100
0
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DIGITAL WORLD ACQUISITION CO
CLASS A COM
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SOLE
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0
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DISNEY WALT CO
COM
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66
700
SH
SOLE
700
0
0
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COM
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12
50
SH
SOLE
50
0
0
DOW INC
COM
260557103
124
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2398
0
0
DRAFTKINGS INC NEW
COM CL A
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SOLE
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DUPONT DE NEMOURS INC
COM
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1280
SH
SOLE
1280
0
0
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COM
27828Q105
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289
SH
SOLE
289
0
0
EHANG HLDGS LTD
ADS
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SOLE
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SH
SOLE
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75
SH
SOLE
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SOLE
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7467
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SOLE
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COM
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SOLE
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SOLE
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FUBOTV INC
COM
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SOLE
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S&P 500 COVERED
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7526
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SOLE
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0
0
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COM
38141G104
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180
SH
SOLE
180
0
0
HOME DEPOT INC
COM
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SH
SOLE
129
0
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HONEYWELL INTL INC
COM
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42
244
SH
SOLE
244
0
0
HP INC
COM
40434L105
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200
SH
SOLE
200
0
0
HUNTINGTON BANCSHARES INC
COM
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1000
SH
SOLE
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ILLINOIS TOOL WKS INC
COM
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202
SH
SOLE
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SOLE
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S&P500 LOW VOL
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UNIT SER 1
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MSCI USA QLT FCT
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0
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MSCI USA VALUE
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14
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424
SH
SOLE
424
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U.S. MED DVC ETF
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BLACKROCK ULTRA
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U.S. TECH ETF
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IBOXX HI YD ETF
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JPMORGAN USD EMG
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MSCI EMG MKT ETF
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RUSSELL 2000 ETF
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318
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SHS
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KROGER CO
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SH
SOLE
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LCNB CORP
COM
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LISTED FD TR
HORIZON KINETICS
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LULULEMON ATHLETICA INC
COM
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MARRIOTT INTL INC NEW
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COM
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PROLOGIS INC.
COM
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COM
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TWO RDS SHARED TR
APEX HEALTHCARE
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UNITED STATES STL CORP NEW
COM
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COM
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VANGUARD SCOTTSDALE FDS
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