Portfolio (Quarterly)
Guide ↗
Axim Planning & Wealth
· CIK 0001950607| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | — | BERKSHIRE HATHAWAY INC DEL | — | 956.0 | $458K | 0.56% | +234.0 | +32.4% | $479.20 | — |
| 22 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,026.0 | $412K | 0.50% | +74.0 | +3.8% | $203.43 | +143.6% |
| 23 | QUIZ | ZACKS TRUST | — | 14,709.0 | $397K | 0.48% | +1K | +8.6% | $26.96 | +8.5% |
| 24 | RBRK | RUBRIK INC. | Technology | 6,935.0 | $340K | 0.41% | +3K | +93.1% | $48.97 | +34.4% |
| 25 | GRAB | GRAB HOLDINGS LIMITED | Technology | 91,099.0 | $333K | 0.40% | +41K | +83.5% | $3.66 | -0.5% |
| 26 | VBK | VANGUARD INDEX FDS | — | 1,045.0 | $316K | 0.38% | +101.0 | +10.7% | $302.27 | +16.7% |
| 27 | VBR | VANGUARD INDEX FDS | — | 1,422.0 | $309K | 0.38% | +190.0 | +15.4% | $217.31 | +8.2% |
| 28 | NKE | NIKE INC | Consumer Cyclical | 5,845.0 | $309K | 0.38% | +2K | +64.6% | $52.82 | -13.0% |
| 29 | XLV | SELECT SECTOR SPDR TR | — | 1,841.0 | $270K | 0.33% | +188.0 | +11.4% | $146.61 | +1.5% |
| 30 | IVE | ISHARES TR | — | 1,194.0 | $252K | 0.31% | +21.0 | +1.8% | $211.15 | +8.0% |
| 31 | QUAL | ISHARES TR | — | 1,196.0 | $229K | 0.28% | +46.0 | +4.0% | $191.81 | +12.2% |
| 32 | VUG | VANGUARD INDEX FDS | — | 495.0 | $216K | 0.26% | +55.0 | +12.5% | $436.81 | -79.8% |
| 33 | META | META PLATFORMS INC | Communication Services | 373.0 | $213K | 0.26% | +8.0 | +2.2% | $572.13 | +11.0% |
| 34 | XLY | SELECT SECTOR SPDR TR | — | 1,853.0 | $202K | 0.24% | +49.0 | +2.7% | $108.98 | +11.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Industrials
66.1%
Financial Services
11.3%
Technology
9.1%
Consumer Cyclical
4.0%
Consumer Defensive
3.9%
Healthcare
3.3%
Basic Materials
1.4%
Energy
0.6%
Communication Services
0.3%