Maimon Wealth Management Ltd.
81 holdingsFiling period: 2026-06-30Current AUM: $129.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NEAR | iShares U S ETF TR | 172.9K | $8.8M | $8.7M | 6.70% | +9.8K | 2026-06-30 |
| 2 | MINT | PIMCO ETF TR | 69.2K | $7.0M | $7.0M | 5.38% | +2.4K | 2026-06-30 |
| 3 | BSV | Vanguard BD Index Fds | 87.7K | $6.8M | $6.8M | 5.23% | +9.8K | 2026-06-30 |
| 4 | GVI | iShares TR | 54.8K | $5.8M | $5.7M | 4.43% | +7.2K | 2026-06-30 |
| 5 | VTI | Vanguard Index Fds | 15.1K | $5.6M | $5.5M | 4.24% | +935 | 2026-06-30 |
| 6 | BOND | PIMCO ETF TR | 60.7K | $5.6M | $5.4M | 4.19% | +11.8K | 2026-06-30 |
| 7 | ICSH | iShares TR | 104.1K | $5.3M | $5.2M | 4.06% | +14.9K | 2026-06-30 |
| 8 | LDUR | PIMCO ETF TR | 53.5K | $5.1M | $5.1M | 3.92% | +7.2K | 2026-06-30 |
| 9 | ISTB | iShares TR | 92.2K | $4.4M | $4.4M | 3.39% | +6.4K | 2026-06-30 |
| 10 | AVSF | American Centy ETF TR | 88.6K | $4.1M | $4.1M | 3.15% | +9.2K | 2026-06-30 |
| 11 | SYK | Stryker Corporation | 12.3K | $3.9M | $4.0M | 3.11% | +10 | 2026-06-30 |
| 12 | AVEM | American Centy ETF TR | 38.2K | $3.7M | $3.2M | 2.46% | +1.3K | 2026-06-30 |
| 13 | IEFA | iShares TR | 37.5K | $3.6M | $3.6M | 2.75% | +1.0K | 2026-06-30 |
| 14 | QUAL | iShares TR | 16.5K | $3.6M | $3.6M | 2.80% | +1.2K | 2026-06-30 |
| 15 | AVUS | American Centy ETF TR | 26.5K | $3.4M | $3.3M | 2.55% | -220 | 2026-06-30 |
| 16 | AAPL | Apple Inc | 9.4K | $2.7M | $3.2M | 2.49% | -782 | 2026-06-30 |
| 17 | AVDE | American Centy ETF TR | 28.1K | $2.5M | $2.5M | 1.91% | -- | 2026-06-30 |
| 18 | LRGF | iShares TR | 31.7K | $2.4M | $2.4M | 1.84% | +3.8K | 2026-06-30 |
| 19 | AVUV | American Centy ETF TR | 18.9K | $2.4M | $2.3M | 1.75% | +520 | 2026-06-30 |
| 20 | IQLT | iShares TR | 47.4K | $2.3M | $2.3M | 1.81% | +1.4K | 2026-06-30 |
| 21 | VOE | Vanguard Index Fds | 10.8K | $2.1M | $2.2M | 1.72% | +134 | 2026-06-30 |
| 22 | NVDA | NVIDIA Corporation | 9.7K | $1.9M | $1.8M | 1.40% | +96 | 2026-06-30 |
| 23 | IAU | iShares Gold TR | 25.5K | $1.9M | $1.9M | 1.51% | +765 | 2026-06-30 |
| 24 | IVLU | iShares TR | 45.4K | $1.9M | $1.9M | 1.47% | +2.4K | 2026-06-30 |
| 25 | AVDV | American Centy ETF TR | 17.5K | $1.8M | $1.8M | 1.39% | +160 | 2026-06-30 |
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