Estatísticas Básicas
Valor do Portfólio $ 113,960,998
Posições Atuais 77
Últimas Participações, Desempenho, AUM (de 13F, 13D)

Maimon Wealth Management Ltd. divulgou 77 participações totais em seus últimos arquivamentos da SEC. O valor mais recente da carteira é calculado como $ 113,960,998 USD. O Ativo Total Sob Gestão (AUM) é esse valor mais o caixa (que não é divulgado). As principais posições de Maimon Wealth Management Ltd. são iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF (US:NEAR) , PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (US:MINT) , Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF (US:BSV) , iShares Trust - iShares Intermediate Government/Credit Bond ETF (US:GVI) , and iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF (US:ICSH) . As novas posições de Maimon Wealth Management Ltd. incluem American Century ETF Trust - Avantis International Large Cap Value ETF (US:AVIV) , PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund (US:PYLD) , American Century ETF Trust - Avantis Emerging Markets Value ETF (US:AVES) , The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF (US:XLK) , and Berkshire Hathaway Inc. (US:BRK.B) .

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Maiores Aumentos Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)		 Valor
(MM$)		 % do Portfólio Δ% do Portfólio
0.05 5.06 4.4430 0.6662
0.01 0.76 0.6638 0.6638
0.02 0.58 0.5101 0.5101
0.01 0.43 0.3781 0.3781
0.00 0.41 0.3636 0.3636
0.00 0.38 0.3345 0.3345
0.05 4.50 3.9470 0.2190
0.08 6.10 5.3527 0.2163
0.00 0.23 0.2040 0.2040
0.03 1.79 1.5703 0.1870
Maiores Diminuições Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)		 Valor
(MM$)		 % do Portfólio Δ% do Portfólio
0.09 4.51 3.9598 -0.6264
0.01 4.02 3.5251 -0.4915
0.00 1.40 1.2303 -0.4891
0.01 0.59 0.5211 -0.4396
0.02 2.10 1.8426 -0.3040
0.00 1.18 1.0324 -0.2928
0.07 6.72 5.8954 -0.2633
0.03 2.89 2.5352 -0.2456
0.00 0.00 -0.1949
0.01 1.58 1.3891 -0.1818
Arquivamentos 13F e Fundo

Este formulário foi arquivado em 2026-05-07 para o período de relatório 2026-03-31. Clique no ícone de link para ver o histórico completo da transação.

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2022-07-28: Nota Importante - Mudamos o tratamento da coluna Δ % do Portfólio nesta tabela. Anteriormente, estávamos relatando como a mudança percentual na alocação do portfólio. Agora estamos relatando como a mudança bruta na alocação do portfólio (ainda relatada como um percentual). Em termos de fórmula, antes relatávamos como 100 * (alocação atual - alocação anterior) / alocação anterior. Agora estamos relatando como (alocação atual - alocação anterior).
Ativo Tipo Preço Médio por Ação Ações
(MM)		 ΔAções
(%)		 Valor
($MM)		 ΔValor
(%)		 Portfólio
(%)		 ΔPortfólio
(%)
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF 0.16 6.86 8.28 6.10 7.2645 0.0140
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.07 1.15 6.72 1.37 5.8954 -0.2633
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.08 11.08 6.10 10.35 5.3527 0.2163
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF 0.05 25.58 5.06 24.58 4.4430 0.6662
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF 0.09 -8.62 4.51 -8.57 3.9598 -0.6264
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 0.05 13.38 4.50 12.14 3.9470 0.2190
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 0.05 8.70 4.43 8.36 3.8901 0.0884
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.01 10.74 4.43 2.93 3.8872 -0.1116
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF 0.09 7.70 4.15 6.85 3.6393 0.0321
SYK / Stryker Corporation 0.01 0.17 4.02 -7.06 3.5251 -0.4915
AVSF / American Century ETF Trust - Avantis Short-Term Fixed Income ETF 0.08 7.01 3.71 6.16 3.2533 0.0076
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.04 5.71 3.20 3.63 2.8082 -0.0619
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF 0.03 -0.19 2.89 -3.44 2.5352 -0.2456
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF 0.04 12.74 2.87 13.84 2.5190 0.1759
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.02 11.97 2.85 5.13 2.4975 -0.0182
AAPL / Apple Inc. 0.01 9.95 2.51 -0.28 2.2025 -0.1359
AVDE / American Century ETF Trust - Avantis International Equity ETF 0.03 -0.25 2.31 -0.34 2.0301 -0.1275
IAU / iShares Gold Trust 0.02 -13.12 2.10 -9.13 1.8426 -0.3040
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF 0.05 8.55 2.06 7.07 1.8080 0.0193
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0.02 10.92 1.99 17.81 1.7472 0.1759
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.01 -0.05 1.93 2.28 1.6918 -0.0603
LRGF / iShares Trust - iShares U.S. Equity Factor ETF 0.03 30.15 1.79 20.23 1.5703 0.1870
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF 0.02 5.34 1.68 8.26 1.4720 0.0324
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF 0.04 6.77 1.65 8.03 1.4522 0.0290
COST / Costco Wholesale Corporation 0.00 0.00 1.63 15.56 1.4342 0.1200
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X ETF 0.01 5.74 1.58 -6.39 1.3891 -0.1818
MSFT / Microsoft Corporation 0.00 2.09 1.40 -24.22 1.2303 -0.4891
INTF / iShares Trust - iShares International Equity Factor ETF 0.03 20.91 1.21 21.21 1.0586 0.1334
LLY / Eli Lilly and Company 0.00 0.00 1.18 -17.53 1.0324 -0.2928
PM / Philip Morris International Inc. 0.01 0.00 1.17 2.73 1.0236 -0.0313
VVISX / Financial Investors Trust - Vulcan Value Partners Small Cap Fund Institutional Class 0.01 0.00 1.13 0.27 0.9938 -0.0562
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF 0.01 26.22 1.00 31.27 0.8773 0.1697
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF 0.02 0.00 0.95 -2.87 0.8317 -0.0750
JPM / JPMorgan Chase & Co. 0.00 0.00 0.86 -11.95 0.7510 -0.1521
QQQ / Invesco QQQ Trust, Series 1 0.00 0.00 0.85 -9.05 0.7495 -0.1239
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF 0.01 0.76 0.6638 0.6638
DE / Deere & Company 0.00 0.00 0.69 19.45 0.6093 0.0685
EMR / Emerson Electric Co. 0.01 0.00 0.68 -7.00 0.5951 -0.0833
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF 0.01 0.00 0.68 -4.79 0.5935 -0.0672
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF 0.01 -42.72 0.59 -42.59 0.5211 -0.4396
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 0.02 0.58 0.5101 0.5101
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.00 -3.50 0.58 -2.53 0.5082 -0.0441
GOOGL / Alphabet Inc. 0.00 3.17 0.58 -9.83 0.5073 -0.0886
MO / Altria Group, Inc. 0.01 0.00 0.55 16.24 0.4842 0.0430
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF 0.00 0.00 0.53 -1.31 0.4630 -0.0338
AMZN / Amazon.com, Inc. 0.00 12.35 0.52 -2.08 0.4555 -0.0377
AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF 0.01 0.43 0.3781 0.3781
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF 0.00 0.41 0.3636 0.3636
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 0.00 0.40 -11.28 0.3521 -0.0682
MDLZ / Mondelez International, Inc. 0.01 0.00 0.38 8.19 0.3365 0.0072
HD / The Home Depot, Inc. 0.00 -1.25 0.38 -7.28 0.3358 -0.0473
BRK.B / Berkshire Hathaway Inc. 0.00 0.38 0.3345 0.3345
MCD / McDonald's Corporation 0.00 0.00 0.35 0.86 0.3084 -0.0151
WMT / Walmart Inc. 0.00 0.00 0.35 11.08 0.3082 0.0138
CAT / Caterpillar Inc. 0.00 0.00 0.33 16.43 0.2928 0.0267
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 4.10 0.33 8.58 0.2891 0.0067
CSCO / Cisco Systems, Inc. 0.00 0.00 0.32 0.00 0.2772 -0.0163
XOM / Exxon Mobil Corporation 0.00 0.00 0.29 42.65 0.2561 0.0658
VDMIX / Vanguard Developed Markets Index Fund 0.00 0.00 0.28 -1.06 0.2472 -0.0174
CL / Colgate-Palmolive Company 0.00 0.00 0.28 8.14 0.2457 0.0059
APD / Air Products and Chemicals, Inc. 0.00 0.00 0.28 17.95 0.2430 0.0250
AMD / Advanced Micro Devices, Inc. 0.00 24.03 0.27 13.56 0.2353 0.0158
ACWI / iShares Trust - iShares MSCI ACWI ETF 0.00 25.16 0.27 19.20 0.2343 0.0253
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 -6.98 0.26 -9.97 0.2300 -0.0405
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF 0.00 0.00 0.26 -4.44 0.2269 -0.0246
KO / The Coca-Cola Company 0.00 -2.68 0.24 6.28 0.2087 0.0005
AVGV / American Century ETF Trust - Avantis All Equity Markets Value ETF 0.00 0.23 0.2040 0.2040
MMM / 3M Company 0.00 0.00 0.22 -11.29 0.1938 -0.0368
TRV / The Travelers Companies, Inc. 0.00 0.00 0.21 0.94 0.1880 -0.0099
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.00 0.00 0.21 -0.94 0.1851 -0.0123
CVX / Chevron Corporation 0.00 0.21 0.1849 0.1849
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF 0.00 0.00 0.21 0.49 0.1800 -0.0101
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF 0.00 0.00 0.20 -7.69 0.1794 -0.0265
NBB / Nuveen Taxable Municipal Income Fund 0.01 0.00 0.15 -3.80 0.1342 -0.0127
GBAB / Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust 0.01 0.00 0.14 -6.71 0.1228 -0.0159
BLW / BlackRock Limited Duration Income Trust 0.01 0.00 0.12 -11.68 0.1067 -0.0210
PCN / PIMCO Corporate & Income Strategy Fund 0.01 0.00 0.12 -9.45 0.1009 -0.0177
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.00 -100.00 0.00 -100.00 -0.1949