Axiom Advisory

Axiom Advisory as of Dec. 31, 2021

Portfolio Holdings for Axiom Advisory

Axiom Advisory holds 32 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 23.0 $28M 87k 320.87
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 21.2 $26M 305k 84.74
Vanguard Index Fds Mcap Gr Idxvip (VOT) 7.5 $9.2M 36k 254.82
Vanguard Index Fds Value Etf (VTV) 7.0 $8.5M 58k 147.09
Ishares Tr Eafe Grwth Etf (EFG) 6.9 $8.4M 76k 110.30
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.6 $5.6M 20k 282.01
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 3.9 $4.8M 36k 134.06
Vanguard Index Fds Real Estate Etf (VNQ) 3.0 $3.6M 31k 116.06
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.7 $3.3M 18k 178.91
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $3.0M 13k 241.52
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.3 $2.8M 19k 150.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $2.6M 53k 49.43
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.7 $2.1M 68k 30.84
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.7 $2.1M 26k 80.85
Alphabet Cap Stk Cl C (GOOG) 1.3 $1.6M 559.00 2894.45
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.3 $1.6M 19k 81.21
Apple (AAPL) 1.1 $1.3M 7.5k 177.47
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.1 $1.3M 26k 49.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $964k 2.0k 474.88
Uber Technologies (UBER) 0.6 $745k 18k 41.97
Qualcomm (QCOM) 0.5 $666k 3.6k 182.72
Chevron Corporation (CVX) 0.5 $573k 4.9k 117.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $555k 1.3k 436.66
Twilio Cl A (TWLO) 0.4 $476k 1.8k 263.13
Tesla Motors (TSLA) 0.3 $409k 387.00 1056.85
Illumina (ILMN) 0.3 $388k 1.0k 380.39
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $350k 6.4k 54.87
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $242k 4.7k 50.97
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $238k 2.8k 83.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $217k 726.00 298.90
Ishares Tr Russell 2000 Etf (IWM) 0.2 $200k 899.00 222.47
Pavmed 0.0 $27k 11k 2.45