Axim-Planning--Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ENVX",
  null,
  null,
  "CAT",
  "APP",
  "QS",
  null,
  "EH",
  "META",
  "IJH",
  "HPF",
  "MSFT",
  "MDLZ",
  null,
  "IVV",
  "NVDA",
  "GS",
  "PG",
  null,
  "LCNB",
  "AMD",
  "AMZN",
  "NIO",
  "CLF",
  "IVE",
  "LCID",
  null,
  "USB",
  "VEA",
  "VBK",
  "VBR",
  "VTV",
  "SOFI",
  "BRK-B",
  "CTAS",
  "CRDO",
  "DAVE",
  "RSP",
  "NKE",
  "XOM",
  "TSLA",
  "PM",
  "MO",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 45
Total Value: 112831552
Accession Number: 0001941040-25-000291
Form Type: 13F-HR
CIK: axim-planning--wealth
Manager Name: Axim-Planning--Wealth

Data Enrichment

87% identified

39 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

45 positions • $112.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 3

Sort by:

SoFi Technologies, Inc.

SOFI|83406F102

Shares:14.7K

Value:$170.4K

% of Portfolio:0.2% ($170.4K/$112.8M)

LCNB CORP

LCNB|50181P100

Shares:11.5K

Value:$170.1K

% of Portfolio:0.2% ($170.1K/$112.8M)

Enovix Corp

ENVX|293594107

Shares:19.0K

Value:$139.3K

% of Portfolio:0.1% ($139.3K/$112.8M)

QuantumScape Corp

QS|74767V109

Shares:12.5K

Value:$52.0K

% of Portfolio:0.0% ($52.0K/$112.8M)

Lucid Group, Inc.

LCID|549498103

Shares:14.6K

Value:$35.3K

% of Portfolio:0.0% ($35.3K/$112.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SoFi Technologies, Inc.(SOFIcusip83406F102)	14.7K	QoQ -24.14% (-4.7K) YoY -47.67% (-13.3K)	All Managers (Combined)	$170.4K	0.2% ($170.4K/$112.8M)	QoQ -42.71% (-$127.0K) YoY -16.64% (-$34.0K)
LCNB CORP(LCNBcusip50181P100)	11.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$170.1K	0.2% ($170.1K/$112.8M)	QoQ -2.24% (-$3.9K) YoY -7.21% (-$13.2K)
Enovix Corp(ENVXcusip293594107)	19.0K	QoQ NEW(+19.0K) YoY NEW(+19.0K)	All Managers (Combined)	$139.3K	0.1% ($139.3K/$112.8M)	QoQ NEW(+$139.3K) YoY NEW(+$139.3K)
QuantumScape Corp(QScusip74767V109)	12.5K	QoQ -19.56% (-3.0K) YoY NEW(+12.5K)	All Managers (Combined)	$52.0K	0.0% ($52.0K/$112.8M)	QoQ -35.52% (-$28.7K) YoY NEW(+$52.0K)
Lucid Group, Inc.(LCIDcusip549498103)	14.6K	QoQ +1.38% (-200) YoY NEW(+14.6K)	All Managers (Combined)	$35.3K	0.0% ($35.3K/$112.8M)	QoQ -18.75% (-$8.2K) YoY NEW(+$35.3K)