Titelia

Holdings of MAIMON WEALTH MANAGEMENT LTD.

76 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 45.9 % of the equity sleeve

Sector breakdown

  • Funds 6.3 %
  • Technology 5.6 %
  • Health care 4.6 %
  • Consumer staples 4.6 %
  • Industrials 1.7 %
  • Financials 1.3 %
  • Consumer discretionary 1.1 %
  • Communication 0.5 %
  • Energy 0.3 %
  • Materials 0.2 %
  • Unattributed 73.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • TW 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US75113.4M $99.71 %
2TW1329.5K $0.29 %

Positions

RankCompanySharesValueWeight
1ISHARES U S ETF TR 163,1608.3M $
2PIMCO Enhanced Short Maturity 66,8106.7M $
3Vanguard Short-term Bond Etf 77,9056.1M $
4iShares Intermediate Governmen 47,5455.1M $
5iShares Ultra Short Duration B 89,1654.5M $
6PIMCO ETF Trust 48,8654.5M $
7PIMCO ETF TR 46,3504.4M $
8Vanguard Total Stock Market ETF 14,2134.4M $
9ISHARES CORE 1-5 YEAR USD BO 85,7604.1M $
10Stryker Corp 12,3194M $
11Avantis Short-Term Fixed Income ETF 79,3803.7M $
12iShares Core MSCI EAFE ETF 36,4953.2M $
13Avantis US Equity ETF 26,7222.9M $
14Avantis Emerging Markets Equity ETF 36,9072.9M $
15iShares Trust 15,2622.8M $
16Apple Inc 10,1772.5M $
17Avantis International Equity ETF 28,1352.3M $
18Ishares Gold Trust 24,7252.1M $
19iShares MSCI International Quality Factor ETF 45,9722.1M $
20American Century ETF Trust 18,3902M $
21Vanguard Index Funds 10,6251.9M $
22iShares U.S. Equity Factor ETF 27,9051.8M $
23Avantis International Small Cap Value ETF 17,3651.7M $
24iShares MSCI International Value Factor ETF 42,9731.7M $
25Costco Wholesale Corp 1,6401.6M $
26NVIDIA Corp 9,5841.6M $
27Microsoft Corp 3,9061.4M $
28iShares International Equity Factor ETF 31,8901.2M $
29Eli Lilly & Co 1,3271.2M $
30Philip Morris International Inc. 7,0771.2M $
31Vanguard Index Funds 5,3351.1M $
32Avantis US Large Cap Value ETF 12,685999.8K $
33State Street SPDR Portfolio Emerging Markets ETF 20,845947.8K $
34JPMorgan Chase & Co 3,016855.9K $
35Invesco QQQ Trust Series 1 1,530854.2K $
36Avantis International Large Cap Value ETF 10,426756.5K $
37Deere & Co 1,250694.4K $
38Emerson Electric Co. 5,500678.2K $
39Vanguard Total World Stock ETF 5,040676.3K $
40iShares Trust 5,900593.9K $
41PIMCO Multisector Bond Active 22,300581.4K $
42Procter & Gamble Co/The 4,002579.2K $
43Alphabet Inc 2,114578.2K $
44Altria Group, Inc. 8,233551.8K $
45Vanguard FTSE All World ex-US 3,730527.6K $
46Amazon.com Inc 2,583519.1K $
47Avantis Emerging Markets Value ETF 7,400430.9K $
48SELECT SECTOR SPDR TRUST (THE) 3,250414.4K $
49Vanguard Information Technology ETF 600401.2K $
50Mondelez International Inc 6,583383.5K $
51Home Depot Inc/The 1,183382.7K $
52Berkshire Hathaway Inc 803381.2K $
53McDonald's Corp. 1,139351.4K $
54Walmart Inc 2,844351.2K $
55Caterpillar Inc 500333.7K $
56Taiwan Semiconductor Manufacturing Co Ltd 1,041329.5K $
57Cisco Systems, Inc. 4,100315.9K $
58Exxon Mobil Corp 1,702291.8K $
59Vanguard Total International S 3,775281.7K $
60Colgate-Palmolive Co 3,266280K $
61Air Products and Chemicals Inc 950277K $
62Advanced Micro Devices Inc 1,368268.2K $
63iShares Trust 1,990267K $
64Vanguard Mid-Cap ETF 933262.1K $
65Vanguard FTSE Europe ETF 3,238258.6K $
66Coca-Cola Co/The 3,118237.8K $
673M Co 1,550220.9K $
68Travelers Cos Inc/The 734214.2K $
69Vanguard FTSE Developed Markets ETF 3,400210.9K $
70Chevron Corp 1,000210.7K $
71SPDR Series Trust 2,239205.2K $
72iShares ESG Optimized MSCI USA ETF 1,590204.5K $
73Nuveen Taxable Municipal Income Fund 10,000152.9K $
74Guggenheim Taxable M 10,000139.9K $
75BLACKROCK LTD DURATION INCOME TRUST 10,000121.6K $
76PIMCO Corporate & Income Strategy Fund 10,000115K $