Axiom Financial Strategies

Axiom Financial Strategies as of March 31, 2023

Portfolio Holdings for Axiom Financial Strategies

Axiom Financial Strategies holds 36 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Mid Cap Etf Etf (VO) 14.9 $27M 127k 210.92
First Trust Capital Etf Strength Etf (FTCS) 12.8 $23M 315k 72.94
Ishares Tip Bond Etf Etf (TIP) 11.0 $20M 179k 110.25
Vanguard Information Etf Technology Etf (VGT) 8.2 $15M 38k 385.47
Graniteshares Etf Tr Etf Bloomberg Commodity Broad Strategy No K-1 Etf (COMB) 4.7 $8.4M 397k 21.25
Vanguard Health Care Etf Etf (VHT) 4.5 $8.0M 34k 238.46
Vanguard Small Cap Etf Etf (VB) 4.2 $7.5M 40k 189.56
Spdr Nuveen Etf Bloomberg Short Term Municipal Bond Etf Etf (SHM) 4.0 $7.2M 152k 47.55
Vanguard Long Term Etf Bond Etf (BLV) 3.9 $7.1M 92k 76.64
Vanguard Short Term Etf Etf Etf (BSV) 3.7 $6.6M 87k 76.49
Vanguard Emerging Etf Markets Government Bond Etf Etf (VWOB) 3.1 $5.5M 89k 62.31
Vanguard Financials Etf Etf (VFH) 2.7 $4.9M 63k 77.89
Invesco Tr Ii Etf Natl Amt-free Mun Bd Etf (PZA) 2.6 $4.6M 195k 23.68
Vanguard Total Intl Etf Stock Index Fund Etf (VXUS) 2.4 $4.3M 79k 55.21
Vanguard Intl Equity Etf Index Fds Ftse Emerging Mkts Etf Etf (VWO) 2.4 $4.3M 107k 40.40
Vanguard Industrials Etf Etf (VIS) 2.2 $3.9M 20k 190.51
Vanguard Etf Communication Services Etf (VOX) 2.1 $3.8M 39k 96.67
Vanguard Consumer Etf Discretonary Etf (VCR) 2.1 $3.7M 15k 252.55
Vanguard Energy Etf Etf (VDE) 1.9 $3.5M 31k 114.23
Vanguard Consumer St Etf Etf Etf (VDC) 1.7 $3.1M 16k 193.52
Vanguard Utilities Etf Etf (VPU) 0.7 $1.3M 8.7k 147.52
Vanguard Materials Etf Etf (VAW) 0.7 $1.2M 6.7k 177.82
Vaneck Vectors Etf High Yield Muni Etf Etf (HYD) 0.6 $1.0M 20k 51.74
Spdr Bloomberg Etf High Yield Bd Etf Etf (JNK) 0.5 $858k 9.2k 92.82
Microsoft Corp Stock (MSFT) 0.5 $856k 3.0k 288.34
Apple Stock (AAPL) 0.4 $800k 4.9k 164.90
Ishares Msci Eafe In Etf Etf (EFA) 0.4 $765k 11k 71.52
Vanguard Lrg Cap Etf Etf (VV) 0.2 $297k 1.6k 186.81
Wec Energy Group Stock (WEC) 0.2 $283k 3.0k 94.79
Jpmorgan Chase & Co Stock (JPM) 0.2 $280k 2.1k 130.32
Pepsico Incorporated Stock (PEP) 0.2 $278k 1.5k 182.33
Lowes Companies Stock (LOW) 0.2 $272k 1.4k 199.97
Analog Devices Stock (ADI) 0.1 $253k 1.3k 197.22
Invesco Qqq Tr Etf Unit Ser 1 Etf (QQQ) 0.1 $220k 685.00 320.93
Amazon Stock (AMZN) 0.1 $215k 2.1k 103.29
Berkshire Hathaway Inc Series B Stock (BRK.B) 0.1 $201k 651.00 308.77