MAIMON WEALTH MANAGEMENT LTD.
78 holdingsFiling period: 2026-03-31Current AUM: $121.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NEAR | ISHARES U S ETF TR | 163.2K | $8.3M | $8.2M | 6.80% | +10.5K | 2026-03-31 |
| 2 | MINT | PIMCO ETF TR | 66.8K | $6.7M | $6.7M | 5.56% | +760 | 2026-03-31 |
| 3 | BSV | VANGUARD BD INDEX FDS | 77.9K | $6.1M | $6.0M | 4.98% | +7.8K | 2026-03-31 |
| 4 | GVI | ISHARES TR | 47.5K | $5.1M | $5.0M | 4.13% | +9.7K | 2026-03-31 |
| 5 | ICSH | ISHARES TR | 89.2K | $4.5M | $4.5M | 3.72% | -8,410 | 2026-03-31 |
| 6 | BOND | PIMCO ETF TR | 48.9K | $4.5M | $4.4M | 3.64% | +5.8K | 2026-03-31 |
| 7 | LDUR | PIMCO ETF TR | 46.4K | $4.4M | $4.4M | 3.65% | +3.7K | 2026-03-31 |
| 8 | VTI | VANGUARD INDEX FDS | 14.2K | $4.4M | $5.1M | 4.20% | +1.4K | 2026-03-31 |
| 9 | ISTB | ISHARES TR | 85.8K | $4.1M | $4.1M | 3.40% | +6.1K | 2026-03-31 |
| 10 | SYK | STRYKER CORPORATION | 12.3K | $4.0M | $4.0M | 3.29% | +21 | 2026-03-31 |
| 11 | AVSF | AMERICAN CENTY ETF TR | 79.4K | $3.7M | $3.7M | 3.03% | +5.2K | 2026-03-31 |
| 12 | IEFA | ISHARES TR | 36.5K | $3.2M | $3.5M | 2.87% | +2.0K | 2026-03-31 |
| 13 | AVUS | AMERICAN CENTY ETF TR | 26.7K | $2.9M | $3.3M | 2.74% | -50 | 2026-03-31 |
| 14 | AVEM | AMERICAN CENTY ETF TR | 36.9K | $2.9M | $3.2M | 2.63% | +4.2K | 2026-03-31 |
| 15 | QUAL | ISHARES TR | 15.3K | $2.8M | $3.3M | 2.69% | +1.6K | 2026-03-31 |
| 16 | AAPL | APPLE INC | 10.2K | $2.5M | $3.1M | 2.52% | +921 | 2026-03-31 |
| 17 | AVDE | AMERICAN CENTY ETF TR | 28.1K | $2.3M | $2.5M | 2.05% | -70 | 2026-03-31 |
| 18 | IAU | ISHARES GOLD TR | 24.7K | $2.1M | $1.8M | 1.50% | -3,735 | 2026-03-31 |
| 19 | IQLT | ISHARES TR | 46.0K | $2.1M | $2.2M | 1.85% | +3.6K | 2026-03-31 |
| 20 | AVUV | AMERICAN CENTY ETF TR | 18.4K | $2.0M | $2.3M | 1.87% | +1.8K | 2026-03-31 |
| 21 | VOE | VANGUARD INDEX FDS | 10.6K | $1.9M | $2.1M | 1.77% | -5 | 2026-03-31 |
| 22 | LRGF | ISHARES TR | 27.9K | $1.8M | $2.1M | 1.70% | +6.5K | 2026-03-31 |
| 23 | AVDV | AMERICAN CENTY ETF TR | 17.4K | $1.7M | $1.8M | 1.45% | +880 | 2026-03-31 |
| 24 | IVLU | ISHARES TR | 43.0K | $1.7M | $1.8M | 1.50% | +2.7K | 2026-03-31 |
| 25 | COST | COSTCO WHOLESALE CORPORATION | 1.6K | $1.6M | $1.6M | 1.29% | -- | 2026-03-31 |
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