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Disclosed positions
MAIMON WEALTH MANAGEMENT LTD.: source evidence dated 2026-07-25T03:59:59.999Z.
- Issuer
- ISHARES U S ETF TR
- Ticker
- NEAR
- Class
- SHOR DURA BD ETF
- Reported value
- $8,759,621
- Reported amount
- 172,910
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-26-001049Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES U S ETF TR | NEAR | SHOR DURA BD ETF | $8,759,621 | 172,910 | SH | None |
| PIMCO ETF TR | MINT | ENHAN SHRT MA AC | $6,978,068 | 69,220 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $6,837,049 | 87,735 | SH | None |
| ISHARES TR | GVI | INTRM GOV CR ETF | $5,811,354 | 54,775 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $5,605,695 | 15,148 | SH | None |
| PIMCO ETF TR | BOND | ACTIVE BD ETF | $5,595,764 | 60,685 | SH | None |
| ISHARES TR | ICSH | ULTRA SHORT DUR | $5,266,137 | 104,115 | SH | None |
| PIMCO ETF TR | LDUR | ENHNCD LW DUR AC | $5,118,003 | 53,530 | SH | None |
| ISHARES TR | ISTB | CORE 1 5 YR USD | $4,446,720 | 92,160 | SH | None |
| AMERICAN CENTY ETF TR | AVSF | AVANTIS SHFXDINC | $4,125,002 | 88,580 | SH | None |
| STRYKER CORPORATION | SYK | COM | $3,881,662 | 12,329 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $3,681,769 | 38,157 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $3,623,682 | 37,520 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $3,614,451 | 16,472 | SH | None |
| AMERICAN CENTY ETF TR | AVUS | US EQT ETF | $3,394,376 | 26,502 | SH | None |
| APPLE INC | AAPL | COM | $2,718,537 | 9,395 | SH | None |
| AMERICAN CENTY ETF TR | AVDE | INTL EQT ETF | $2,509,642 | 28,135 | SH | None |
| ISHARES TR | LRGF | U S EQUITY FACTR | $2,397,849 | 31,705 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $2,359,212 | 18,910 | SH | None |
| ISHARES TR | IQLT | MSCI INTL QUALTY | $2,348,026 | 47,387 | SH | None |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $2,126,213 | 10,759 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,936,871 | 9,680 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $1,924,750 | 25,490 | SH | None |
| ISHARES TR | IVLU | MSCI INTL VLU FT | $1,896,872 | 45,358 | SH | None |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $1,805,951 | 17,525 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $1,557,558 | 1,665 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,536,842 | 4,120 | SH | None |
| ISHARES TR | INTF | INTL EQTY FACTOR | $1,524,736 | 37,225 | SH | None |
| AMERICAN CENTY ETF TR | AVGV | AVANTIS ALL EQT | $1,375,056 | 16,200 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $1,314,333 | 5,409 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $1,311,959 | 7,252 | SH | None |
| AMERICAN CENTY ETF TR | AVLV | US LARGE CAP VLU | $1,245,016 | 13,650 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,226,106 | 1,665 | SH | None |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $1,079,354 | 20,845 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $826,239 | 2,312 | SH | None |
| AMERICAN CENTY ETF TR | AVIV | INTERNATIONAL LR | $814,923 | 10,526 | SH | None |
| DEERE & CO | DE | COM | $792,912 | 1,250 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $791,028 | 5,040 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $788,876 | 1,358 | SH | None |
| EMERSON ELEC CO | EMR | COM | $787,325 | 5,500 | SH | None |
| AMAZON COM INC | AMZN | COM | $684,274 | 2,871 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $669,312 | 5,600 | SH | None |
| PIMCO ETF TR | PYLD | MULTISECTOR BD | $660,348 | 24,900 | SH | None |
| ALTRIA GROUP INC | MO | COM | $592,364 | 8,233 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VSS | FTSE SMCAP ETF | $575,502 | 3,730 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $572,043 | 3,901 | SH | None |
| CATERPILLAR INC | CAT | COM | $559,072 | 525 | SH | None |
| CISCO SYS INC | CSCO | COM | $553,941 | 4,716 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $508,612 | 1,065 | SH | None |
| AMERICAN CENTY ETF TR | AVES | EMERGING MKT VAL | $492,000 | 7,500 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.