0001941040-24-000040.txt : 20240125 0001941040-24-000040.hdr.sgml : 20240125 20240125115416 ACCESSION NUMBER: 0001941040-24-000040 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240125 DATE AS OF CHANGE: 20240125 EFFECTIVENESS DATE: 20240125 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: 24560337 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 12-31-2023 12-31-2023 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 01-25-2024 0 28 109323041 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 329650 4253 SH SOLE 4253 0 0 ALTRIA GROUP INC COM 02209S103 230382 5711 SH SOLE 5711 0 0 APPLE INC COM 037833100 232191 1206 SH SOLE 1206 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 7361307 397050 SH SOLE 397050 0 0 CATERPILLAR INC COM 149123101 236536 800 SH SOLE 800 0 0 DEERE & CO COM 244199105 239922 600 SH SOLE 600 0 0 EHANG HLDGS LTD ADS 26853E102 65560488 3902410 SH SOLE 3902410 0 0 ETF SER SOLUTIONS APTUS COLLRD INV 26922A222 400672 12083 SH SOLE 12083 0 0 ETF SER SOLUTIONS APTUS DEFINED 26922A388 268002 10635 SH SOLE 10635 0 0 ETF SER SOLUTIONS APTUS DRAWDOWN 26922A784 413041 10744 SH SOLE 10744 0 0 EXXON MOBIL CORP COM 30231G102 240952 2410 SH SOLE 2410 0 0 HANCOCK JOHN PFD INCOME FD I COM 41013X106 1388640 88000 SH SOLE 88000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 200665 490 SH SOLE 490 0 0 ISHARES TR CORE S&P500 ETF 464287200 245024 513 SH SOLE 513 0 0 JPMORGAN CHASE & CO COM 46625H100 622056 3657 SH SOLE 3657 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 25968465 961795 SH SOLE 961795 0 0 LCNB CORP COM 50181P100 181355 11500 SH SOLE 11500 0 0 MICROSOFT CORP COM 594918104 1041255 2769 SH SOLE 2769 0 0 MONDELEZ INTL INC CL A 609207105 316374 4368 SH SOLE 4368 0 0 NIO INC SPON ADS 62914V106 233870 25785 SH SOLE 25785 0 0 PHILIP MORRIS INTL INC COM 718172109 383470 4076 SH SOLE 4076 0 0 PROCTER AND GAMBLE CO COM 742718109 1098317 7495 SH SOLE 7495 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 271929 2100 SH SOLE 2100 0 0 SOFI TECHNOLOGIES INC COM 83406F102 218900 22000 SH SOLE 22000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 360760 759 SH SOLE 759 0 0 STARBUCKS CORP COM 855244109 290718 3028 SH SOLE 3028 0 0 US BANCORP DEL COM NEW 902973304 671835 15523 SH SOLE 15523 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 316265 5422 SH SOLE 5422 0 0