Axiom Advisory

Axiom Advisory as of June 30, 2022

Portfolio Holdings for Axiom Advisory

Axiom Advisory holds 28 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 27.4 $25M 329k 75.24
Vanguard Index Fds Growth Etf (VUG) 16.0 $14M 65k 222.83
Vanguard Index Fds Value Etf (VTV) 8.4 $7.5M 57k 131.91
Vanguard Index Fds Mcap Gr Idxvip (VOT) 5.8 $5.2M 30k 175.45
Ishares Tr Eafe Grwth Etf (EFG) 5.6 $5.1M 63k 80.55
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 3.8 $3.4M 33k 103.34
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.7 $3.4M 17k 197.00
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 3.0 $2.7M 67k 40.95
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.0 $2.7M 18k 149.77
Vanguard Index Fds Real Estate Etf (VNQ) 3.0 $2.7M 29k 91.10
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $2.5M 13k 188.75
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.6 $2.4M 18k 129.82
Alphabet Cap Stk Cl C (GOOG) 2.6 $2.3M 1.1k 2187.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $2.0M 48k 41.38
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $1.6M 22k 76.26
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.6 $1.5M 30k 49.19
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $1.2M 16k 76.91
Apple (AAPL) 1.1 $1.0M 7.6k 136.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $745k 2.0k 377.22
Intuit (INTU) 0.7 $626k 1.6k 385.71
Chevron Corporation (CVX) 0.5 $455k 3.1k 145.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $448k 1.3k 347.02
Qualcomm (QCOM) 0.5 $437k 3.4k 127.89
Uber Technologies (UBER) 0.4 $363k 18k 20.45
Tesla Motors (TSLA) 0.3 $290k 431.00 672.85
Microsoft Corporation (MSFT) 0.3 $245k 958.00 255.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $204k 746.00 273.46
Pavmed 0.0 $10k 11k 0.91