Axiom Advisory

Axiom Advisory as of Dec. 31, 2022

Portfolio Holdings for Axiom Advisory

Axiom Advisory holds 26 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 22.2 $21M 98k 213.13
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 20.8 $20M 274k 71.84
Vanguard Index Fds Mcap Gr Idxvip (VOT) 7.1 $6.7M 38k 179.78
Vanguard Index Fds Value Etf (VTV) 7.0 $6.6M 47k 140.38
Ishares Tr Eafe Grwth Etf (EFG) 6.4 $6.1M 73k 83.77
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.7 $4.5M 22k 200.64
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 4.3 $4.1M 40k 102.81
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.0 $2.9M 18k 158.90
Vanguard Index Fds Real Estate Etf (VNQ) 2.8 $2.6M 32k 82.47
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $2.5M 13k 191.19
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.6 $2.5M 19k 135.27
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.4 $2.3M 46k 49.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $2.1M 55k 38.98
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.2 $2.1M 28k 75.28
Alphabet Cap Stk Cl C (GOOG) 2.0 $1.9M 21k 88.73
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.9 $1.8M 62k 28.19
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.7 $1.6M 21k 75.19
Apple (AAPL) 1.0 $970k 7.5k 129.95
Chevron Corporation (CVX) 0.6 $559k 3.1k 179.52
Intuit (INTU) 0.5 $465k 1.2k 389.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $457k 1.3k 351.12
Uber Technologies (UBER) 0.5 $439k 18k 24.73
Qualcomm (QCOM) 0.4 $380k 3.5k 109.94
Microsoft Corporation (MSFT) 0.2 $233k 969.00 239.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $230k 746.00 308.90
Pavmed 0.0 $5.3k 11k 0.48