Axiom Advisory

Axiom Advisory as of Sept. 30, 2023

Portfolio Holdings for Axiom Advisory

Axiom Advisory holds 34 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 25.2 $28M 103k 272.31
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 18.3 $20M 291k 69.78
Vanguard Index Fds Mcap Gr Idxvip (VOT) 7.2 $7.9M 41k 194.77
Vanguard Index Fds Value Etf (VTV) 6.2 $6.9M 50k 137.93
Ishares Tr Eafe Grwth Etf (EFG) 5.8 $6.5M 75k 86.30
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.6 $5.1M 24k 214.18
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 3.9 $4.4M 41k 106.20
Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $3.6M 17k 212.41
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.9 $3.2M 20k 159.49
Alphabet Cap Stk Cl C (GOOG) 2.5 $2.8M 21k 131.85
Vanguard Index Fds Real Estate Etf (VNQ) 2.4 $2.7M 36k 75.66
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.2 $2.4M 50k 49.19
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.1 $2.3M 18k 130.96
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $2.3M 58k 39.21
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.8 $2.0M 27k 75.17
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.7 $1.9M 65k 29.15
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.4 $1.5M 21k 75.15
Apple (AAPL) 1.2 $1.3M 7.7k 171.20
Uber Technologies (UBER) 0.7 $816k 18k 45.99
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $682k 16k 43.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $581k 1.5k 392.72
Chevron Corporation (CVX) 0.5 $535k 3.2k 168.60
Intuit (INTU) 0.4 $468k 915.00 511.19
Microsoft Corporation (MSFT) 0.4 $465k 1.5k 315.85
Qualcomm (QCOM) 0.4 $417k 3.8k 111.06
Amazon (AMZN) 0.3 $332k 2.6k 127.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $279k 796.00 350.30
Tesla Motors (TSLA) 0.2 $245k 978.00 250.22
Airbnb Com Cl A (ABNB) 0.2 $243k 1.8k 137.21
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $222k 3.2k 68.42
Ishares Tr U.s. Tech Etf (IYW) 0.2 $211k 2.0k 104.95
stock 0.2 $201k 1.4k 146.25
Nordstrom (JWN) 0.1 $150k 10k 14.94
Pavmed 0.0 $3.2k 11k 0.29