Axiom Advisory

Axiom Advisory as of March 31, 2022

Portfolio Holdings for Axiom Advisory

Axiom Advisory holds 32 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 22.1 $27M 93k 287.61
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 20.9 $25M 316k 79.54
Vanguard Index Fds Value Etf (VTV) 7.4 $8.9M 60k 147.78
Vanguard Index Fds Mcap Gr Idxvip (VOT) 7.1 $8.5M 38k 222.80
Ishares Tr Eafe Grwth Etf (EFG) 6.3 $7.6M 79k 96.27
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.4 $5.3M 21k 248.12
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 3.8 $4.6M 37k 123.89
Vanguard Index Fds Real Estate Etf (VNQ) 3.0 $3.6M 33k 108.38
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.8 $3.3M 19k 175.96
Alphabet Cap Stk Cl C (GOOG) 2.5 $3.0M 1.1k 2793.20
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $2.9M 13k 227.70
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.4 $2.9M 19k 149.69
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 2.3 $2.7M 68k 40.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $2.6M 56k 46.13
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.0 $2.4M 31k 77.90
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.4 $1.7M 22k 78.09
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.2 $1.5M 30k 49.40
Apple (AAPL) 1.1 $1.3M 7.5k 174.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $889k 2.0k 451.50
Chevron Corporation (CVX) 0.6 $734k 4.5k 162.89
Uber Technologies (UBER) 0.5 $633k 18k 35.66
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $536k 1.3k 415.18
Qualcomm (QCOM) 0.4 $519k 3.4k 152.83
Intuit (INTU) 0.4 $436k 906.00 481.24
Tesla Motors (TSLA) 0.3 $417k 387.00 1077.52
Twilio Cl A (TWLO) 0.2 $298k 1.8k 164.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $260k 736.00 353.26
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $227k 4.7k 47.99
Ishares Tr Russell 2000 Etf (IWM) 0.2 $223k 1.1k 205.15
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $217k 2.8k 76.41
stock 0.2 $204k 1.4k 148.36
Pavmed 0.0 $15k 11k 1.36