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Maimon Wealth Management Ltd.

Portfolio Manager
Maimon Wealth Management Ltd.
Performance
0% (N/A)
AUM (13F)
$113.96M
# of Holdings
77
Performance Rank
N/A
Allocation (Top 20)
69.06%

Maimon Wealth Management Ltd. Holdings Map

Top 50 Maimon Wealth Management Ltd. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NEAR
ISHARES U S ETF TR
7.26%163.2K$8.3M
+6.86%(+10.47K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 152.7K shares2026-Q1: 163.2K shares
$51.18(-1.27%)
2026-03-31
MINT
PIMCO ETF TR
5.9%66.8K$6.7M
+1.15%(+760)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 66.0K shares2026-Q1: 66.8K shares
$100.51(+0.03%)
2026-03-31
BSV
VANGUARD BD INDEX FDS
5.35%77.9K$6.1M
+11.08%(+7.77K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 70.1K shares2026-Q1: 77.9K shares
$78.84(-1.38%)
2026-03-31
GVI
ISHARES TR
4.44%47.5K$5.1M
+25.58%(+9.69K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 37.9K shares2026-Q1: 47.5K shares
$107.32(-1.40%)
2026-03-31
ICSH
ISHARES TR
3.96%89.2K$4.5M
-8.62%(-8.41K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 97.6K shares2026-Q1: 89.2K shares
$50.67(-0.44%)
2026-03-31
BOND
PIMCO ETF TR
3.95%48.9K$4.5M
+13.38%(+5.76K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 43.1K shares2026-Q1: 48.9K shares
$93.15(-1.45%)
2026-03-31
LDUR
PIMCO ETF TR
3.89%46.4K$4.4M
+8.70%(+3.71K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 42.6K shares2026-Q1: 46.4K shares
$96.04(-0.77%)
2026-03-31
VTI
VANGUARD INDEX FDS
3.89%14.2K$4.4M
+10.74%(+1.38K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.8K shares2026-Q1: 14.2K shares
$331.36(+11.29%)
2026-03-31
ISTB
ISHARES TR
3.64%85.8K$4.1M
+7.70%(+6.13K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 79.6K shares2026-Q1: 85.8K shares
$48.78(-1.36%)
2026-03-31
SYK
STRYKER CORPORATION
3.53%12.3K$4.0M
+0.17%(+21)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.3K shares2026-Q1: 12.3K shares
$360.53(-9.43%)
2026-03-31

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