Maxim Capital Management LLC — Q1 2019 13F 持股

Name: Maxim Capital Management LLC — 13F Holdings, Q1 2019
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001793913

申報總市值

US$1.1億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	GVI	Ishares Intermediate Governm	ETF-其他	17.22%	-1.49%	-10.73%
2	GSIE	Goldman Sachs Activebeta Int	ETF-避險與商品	14.04%	+1.28%	+4.25%
3	IEMG	Ishares Core Msci Emerging	ETF-新興市場	9.60%	+0.21%	+50.62%
4	DVY	Ishares Select Dividend ETF	ETF-其他	8.09%	-6.05%	+26.37%
5	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	7.92%	+0.76%	+1.67%
6	PGHY	Invesco Global Ex US High Yi	ETF-其他	7.71%	-0.65%	-16.04%
7	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公債	6.24%	-1.51%	+52.69%
8	RWO	State Street Spdr Dow Jones	ETF-其他	3.87%	-0.17%	+4.01%
9	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	3.22%	-2.22%	—
10	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	2.82%	+0.42%	+30.98%
11	SCHX	Schwab US Large-cap ETF	ETF-其他	2.51%	+0.22%	-1.62%
12	SCHD	Schwab US Dvd Equity ETF	ETF-其他	2.45%	-2.03%	+8.42%
13	SCHO	Schwab Short-term US Treas	ETF-其他	2.38%	-0.82%	+9.42%
14	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	2.21%	+0.17%	+0.27%
15	IWM	Ishares Russell 2000 ETF	ETF-中小型股	2.16%	+0.21%	+0.15%
16	ITOT	Ishares Core S&p Total U.s.	ETF-其他	1.39%	+0.18%	+79.42%
17	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.30%	+0.15%	+4.75%
18	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.98%	+0.03%	-2.07%
19	ISHG	Ishares -3 Year Internationa	ETF-其他	0.88%	-0.29%	EXIT
20	SCHC	Schwab Intl Small-cap Equity	ETF-其他	0.68%	+0.07%	-12.27%
21	SCHA	Schwab US Small-cap ETF	ETF-其他	0.60%	+0.07%	-1.31%
22	IDEV	Ishares Core Msci Dev Mkts	ETF-其他	0.55%	—	—
23	VSS	Vanguard Ftse All Wo X-us Sc	ETF-其他	0.29%	+0.03%	-4.43%
24	SCHB	Schwab US Broad Market ETF	ETF-其他	0.26%	+0.06%	-9.12%
25	META	Meta Platforms Inc-class A	股票-通訊服務	0.23%	+0.05%	-11.73%
26	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投資等級公司債	0.21%	—	-32.26%
27	BABA	Alibaba Group Holding-sp Adr	股票-循環性消費	0.20%	—	—

本季持股變動

Maxim Capital Management LLC 於截至 Q1 2019 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	IEMG	Ishares Core Msci Emerging	+3.2%	+50.62%	加碼
2	SHY	Ishares 1-3 Year Treasury Bo	+1.7%	+52.69%	加碼
3	DVY	Ishares Select Dividend ETF	+1.6%	+26.37%	加碼
4	SCHE	Schwab Emrg Mrkts Eqty ETF	+0.7%	+30.98%	加碼
5	ITOT	Ishares Core S&p Total U.s.	+0.6%	+79.42%	加碼
6	GSIE	Goldman Sachs Activebeta Int	+0.5%	+4.25%	加碼
7	IVV	Ishares Core S&p 500 ETF	+0.3%	+1.67%	加碼
8	RWO	State Street Spdr Dow Jones	+0.2%	+4.01%	加碼
9	SCHD	Schwab US Dvd Equity ETF	+0.2%	+8.42%	加碼
10	IWM	Ishares Russell 2000 ETF	+0.1%	+0.15%	加碼
11	IEFA	Ishares Core Msci Eafe ETF	+0.1%	+4.75%	加碼
12	SCHA	Schwab US Small-cap ETF	0%	-1.31%	減碼
13	SCHX	Schwab US Large-cap ETF	0%	-1.62%	減碼
14	SCZ	Ishares Msci Eafe Small-cap	—	+0.27%	加碼
15	META	Meta Platforms Inc-class A	—	-11.73%	減碼
16	VIG	Vanguard Dividend Apprec ETF	0%	-2.07%	減碼
17	SCHB	Schwab US Broad Market ETF	0%	-9.12%	減碼
18	SCHO	Schwab Short-term US Treas	0%	+9.42%	加碼
19	VSS	Vanguard Ftse All Wo X-us Sc	0%	-4.43%	減碼
20	SCHC	Schwab Intl Small-cap Equity	-0.1%	-12.27%	減碼
21	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-0.1%	-32.26%	減碼
22	PGHY	Invesco Global Ex US High Yi	-2.2%	-16.04%	減碼
23	ISHG	Ishares -3 Year Internationa	-2.7%	-72.78%	減碼
24	GVI	Ishares Intermediate Governm	-3.8%	-10.73%	減碼
25	AAXJ	Ishares Msci All Country Asi	—	EXIT	清倉
26	BNDX	Vanguard Total Intl Bond ETF	—	NEW	新建倉
27	IDEV	Ishares Core Msci Dev Mkts	—	NEW	新建倉
28	SCHF	Schwab Intl Equity ETF	—	EXIT	清倉
29	BABA	Alibaba Group Holding-sp Adr	—	NEW	新建倉
30	AAPL	Apple INC	—	EXIT	清倉